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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Click here to visit the national website.
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
REGISTRATION IS CLOSED.
PREPAID LUNCHEON PROGRAM DISCOUNT
Only Members are eligible to pre-pay for our 2019 luncheon program and receive a 20% discount. The pre-paid cost for all five 2019 luncheon programs is $100. Pre-payment will buy access to all January-December 2019 lunches.
THIS OPTION IS NO LONGER AVAILABLE FOR 2019.
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.
Nuts & Bolts Session
February 11, 2020
Sponsored by Parkland Foundation
Does "Irrevocable" Always Mean "Inflexible"? Exploring Options for Meeting Donor Needs "Down the Road"
Speaker: Jayne Grimes, Buckner International
Time: 8:00 a.m. - 9:00 a.m. (drinks provided - no food)
Location: Haynes and Boone Conference Center
(2323 Victory Avenue, Suite 700, Dallas)
Have you ever devised the perfect “permanent” charitable solution for your donor/client that ties everything together in a big, fat bow? Many times this involves irrevocable split-interest gifts linked to the lifespan of the donor and a perception that there are no options for flexibility. In reality, early termination of these gift plans is becoming more common due to changes in health or personal circumstances. Let’s discuss how these strategies can benefit the donors and the charities they love at the same time! Jayne serves as Senior Director of Gift Planning, overseeing a comprehensive program that supports the remarkable mission of Buckner International in the Americas and beyond. With over 25 years of experience in charitable planning, in both nonprofit and financial roles, she helps donors explore a variety of strategies to best meet both their personal and philanthropic needs.
REGISTRATION CLOSES FEBRUARY 5 ,5:00 P.M.
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: