Dallas Council of Charitable Gift Planners
The National Association of Charitable Gift Planners is the national organization for people and organizations that work together to make charitable giving most meaningful.
The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.
Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.
Our luncheon programs and informal meetings provide a forum to share expertise, ideas and knowledge. The annual National Conference on Philanthropic Planning brings together speakers from all disciplines involved in the planning process to share their expertise.
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Announcements and Events
GIFT PLANNING ON THE RUN
Gift Planning on the Run is a 6-session course designed to help development professionals implement or enhance a gift planning program. See additional information under the Programs Menu.
Cost: DCCGP Member: $100, AFP Member: $100, Non-Member: $200
CHECK BACK FOR REGISTRATION.
PREPAID LUNCHEON PROGRAM DISCOUNT
THIS OPTION IS NO LONGER AVAILABLE FOR 2020.
Member Directory Available
As a reminder, the chapter’s membership roster/directory is available to members on our website under the “Members Only” page. Please contact Teresa Moore for the password.
Looking to get more involved?
Email Teresa Moore to discuss opportunities for committee membership and other roles.
"Your Gift Planning Success"
Tuesday, August 25, 2020
VIA LIVE VIDEO CONFERENCE
NOON – 1:00 P.M.
Cost to Attend: Free
RSVP Deadline: Wednesday, August 19 (5:00 p.m.)
What is the difference between a good gift planning program and a great one? In the fall of 2020, CGP will publish National Standards for Gift Planning Success. The standards describe best-case scenarios for all aspects of a program, including management support, human capacity-building and donor-focused operations. In this presentation, the Chair of CGP’s Metrics and Standards Task Force brings an update on the development of the GPS Standards and how they incorporate the challenging process of measuring the performance of gift planners and planned giving programs. We know that many gift planners struggle to have a “seat at the table” in their organizations. Many gift planners also consider their metrics to be counterproductive, incentivizing the wrong behavior and imposing a short-term view on a long-term process. The CGP GPS Standards will provide large and small organizations a road map for program success and a realistic way to generate information that helps managers understand the importance of gift planners’ work. Joe Bull is a principal with Philanthropy Advisory Council. With 35 years of experience in the philanthropic arena, he has served as Assistant Vice President of Development at Carnegie Mellon University, Senior Vice President for Community Engagement at the Columbus Zoo and Aquarium, and as Senior Philanthropy Officer for Global Priorities at The Nature Conservancy. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving, and he began his career at Duke North Carolina State Universities. He was the 2005 Board Chair of the National Association of Charitable Gift Planners and is currently President-elect of the American Council on Gift Annuities Board of Directors. He was a member of the Editorial Advisory Board for Planned Giving Today for 15 years and is past President of the Central Ohio and North Carolina Planned Giving Councils. He is admitted to the Ohio and North Carolina bars.
After registration closes on August 19, an additional email will be distributed to the registrants regarding access instructions to the online presentation. If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form. REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTERED BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE VIDEO PRESENTATION.
March 19, 2019 Presentation (Handout 1 of 2 - Littlecott)
March 19, 2019 Presentation (Handout 2 of 2 - Littlecott)
Read the latest articles from the National Association of Charitable Gift Planners.
We thank our 2020 sponsors: