Dallas Council of Charitable Gift PlannersThe 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
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, CGP Member: $100, AFP Member: $100, Non-Member: $200
REGISTRATION DEADLINE:JANUARY 4 unless capacity is reached prior to that date. REGISTRATION IS CLOSED. For additional information, please click on the "Programs" tab. 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. We thank our 2021 sponsors:
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Upcoming ProgramTuesday, June 8, 2021
Nuts & Bolts Session Virtual Ron Brown America is a Given Place - History of Planned Giving in America Sponsored by Dallas Jewish Community Foundation Cost: Free NOTE TIME: NOON - 1:00 P.M. (A social will be held after the meeting - 1:00-1:15 p.m.) Knowing the history of charitable gift planning is quite useful, even indispensable, for people who encourage or advise donors. Here is a sampler of your benefits: 1) You will understand the principles behind laws, regulation and practices, so you can explain why things work the way they do; 2) History informs your marketing. Stories of realized bequests and trusts are historical narratives! 3) Good stories provide you with insights into how donors, planners, & policymakers saw themselves and their mission, and inspire you to connect more deeply; 4) Historical trends in mortality and investment returns play a fundamental role in your gift design and tax calculations; and 5) History enables you to know yourself and your important role in America’s highly evolved system of philanthropy. The bottom line is: you will be a better-informed, more effective gift planner. America is a Given Place is based on Ron Brown’s 40 years as a charitable gift planner, including 15 years as a director of gift planning at Princeton University, his alma mater. He served on the boards of the National Association of Charitable Gift Planners and the American Council on Gift Annuities. In 2019, the Philanthropic Planning Group of Greater New York selected him for a distinguished service award. He was trained as a professional historian 30 years ago and has devoted thousands of hours to scholarly research and writing. He published some of the results in A History of Charitable Gift Planning (Amazon 2017). Who should attend this presentation? Estate Planning Attorneys, Financial Advisors, Insurance Professionals, Nonprofit Professionals, Board Members There is no continuing education credit for this presentation. 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. REGISTRATION IS CLOSED FOR THIS EVENT Program HandoutsRead the latest articles from the National Association of Charitable Gift Planners.
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