Dallas Charitable Gift Planners

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.

We are now on Linkedin!
https://www.linkedin.com/company/dallas-council-of-charitable-gift-planners

Click here to visit the national website.

Announcements and Events

Welcome New Members!
Judy Schecter (Jewish Family Service of Greater Dallas)
Melody Martinez (Farmers National Company)
Lorrie Branson (Schwab Charitable)
Elizabeth Dickenson (University of North Texas)
Ashish Khanna (Frontier Investment Management Co.)

Job Postings (link to the CGP website):
https://charitablegiftplanners.org/career-center

NO SOCIAL EVENT SCHEDULED AT THIS TIME

RSVP for the Social Event

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
REGISTRATION DEADLINE: SEPTEMBER 15, 2020 (5:00 P.M.)
For additional information, please click on the "Programs" tab.

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.

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Upcoming Program

“MINDING THE SHOP: CREATIVE PLANNED GIVING STRATEGIES FOR BUSINESS OWNERS”

Speakers:
Joe Hancock and Marion Armstrong

Tuesday, November 10, 2020
VIA LIVE WEBINAR

NOTE TIME:
NOON - 1:00 P.M.

Cost:
DCCGP Members: $15
Guests: $20

RSVP Deadline:
Wednesday, November 4 (5:00 p.m.)

This presentation will use a case study format to help gift planners recognize unique issues and planning opportunities for business owners. The cases will analyze specific issues that arise for business owners and provide effective strategies to ensure the successful structure, implementation and administration of planned gift arrangements for these donors. This presentation will equip participants with the knowledge to identify potential gifting opportunities while also accomplishing the goals and objectives that are typical of most business owners. Specific topics include: avoiding self-dealing and step transactions, dealing with buy-sell and partnership agreements, valuation of closely-held interests, etc. Marion Armstrong joined HighGround Advisors in 2012 as Associate General Counsel. Marion’s focus is counseling both institutional representatives and prospective donors regarding matters of charitable giving and nonprofit governance. Marion holds a bachelor's degree from The University of Alabama and a JD from The University of Texas. Joe Hancock serves as Vice President & General Counsel for HighGround Advisors, located in Dallas, Texas. HighGround serves nonprofit organizations through professional asset management and planned giving consultation. Joe has practiced extensively in the area of charitable planned giving for the past 25 years. Joe holds a BBA from Baylor University and MBA and JD degrees from the University of Arkansas.

There is continuing education credit pending.

After registration closes, 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 REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION.

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