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 WILL OPEN IN MAY.
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.
NUTS AND BOLTS SESSION
Tuesday, April 14, 2020
Sponsored by Parkland Foundation
NOON – 1:00 P.M.
Cost to Attend: Free
“WORKING LUNCH” NUTS & BOLTS SESSION
VIA LIVE VIDEO CONFERENCE
"Charitable Gifts Using Qualified Charitable Distributions (QCD) from an Individual Retirement Account"
Cheryl Unis Mansour
Vice President of Development – The Catholic Foundation
R. Michael George, CFRE
Senior Development Officer – The Catholic Foundation
IRAs continue to present excellent opportunities for donors to give – both now and after death. With recent changes in the laws governing them, several strategies have emerged that allow gifts to be made from IRAs easily and in a taxwise manner. Join us as we discuss these strategies, most notably how to utilize the Qualified Charitable Distribution for the benefit of your donors/clients. Cheryl has led The Catholic Foundation’s development team for the past 15 years where she is responsible for overall development and marketing strategies after a 14-year career with Communities Foundation of Texas as Vice President of External Affairs. Michael has been with The Catholic Foundation for 20 years and is responsible for working with donors and charitable organizations to assist in fulfilling their philanthropic intentions. Prior to his current position, Michael was the director of the annual appeal for the Diocese of Dallas.
Please RSVP by Wednesday, April 8 (5:00 p.m.)
After registration closes on April 8, 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.
REGISTRATION CLOSES APRIL 8 ,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: