North Texas Chapter Partnership for Philanthropic Planning

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!
Mona Allen: Dallas Jewish Community Foundation
Kelsey Brock: The Blum Firm, P. C.
Jean Buys: Retina Foundation of the Southwest
Jamie Carter: Haynes and Boone
Kay Casey: Trinity University
Austin Chappell: University of North Texas
Craig Foster: Baylor Scott & White Dallas Foundation
Christine Guernsey: Guernsey and Associates, Fine Art of Appraising
Pam Jamieson: Episcopal Foundation of Dallas
Jennifer Lan: Haynes and Boone, LLP
Lacey LaPointe: Cal Farley's Boys Ranch
Steven Pirtle: AXA Advisors
Linda Sheldon: Lumin Education
Brian Talbot: Dallas Seminary Foundation
Daniel Tarsha: Fidelity Charitable
Brooks Caston, Clark Hill Strasburger
Caroline McNeel, The Dallas Opera
Celeste Moya, Texas Financial Partners
Brad Perry, HighGround Advisors
Richard Neely, Independent Trustee

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 Opens Soon!

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.

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Upcoming Program

June 11, 2019
Nuts & Bolts Session
Sponsored by Parkland Foundation

Topic: Valuation Issues in Planned Gifts
Speakers: Marion Armstrong and Megan Terrell
Time: 8:00 am. – 9:00 am
Cost: Free

LOCATION:
Haynes and Boone, LLP
2323 Victory Avenue, Suite 700
Dallas TX 75219
(Parking is on your own)

REGISTRATION CLOSES JUNE 5 (5:00 P.M.)

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