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 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.

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