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 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. |
Upcoming ProgramNUTS & BOLTS SESSION December 10, 2019 Sponsored by Parkland Foundation Life Insurance with Non-Profits Speaker: Todd Healy Time: 8:00 - 9:00 a.m. (breakfast NOT included) Cost: Free Location: Haynes and Boone Conference Center (2323 Victory Avenue, Suite 700, Dallas) This presentation will include a review of current products/issues and how they can affect non-profits if properly serviced and managed. Todd S. Healy, C3 Financial Partners Founder, assists high net-worth individuals and closely-held business owners and their advisors to facilitate smoother transitions in their estate, philanthropic, and business planning endeavors. Healy empowers his clients to move planning processes forward with clarity, confidence, and coordination. Healy is also the creator of The Values Perpetuator Process®. As a graduate of the University of California at Berkeley, Healy holds a Bachelor of Arts and Master of Social Work. REGISTRATION CLOSES DECEMBER 4 ,5:00 P.M. Program HandoutsMarch 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 2019 sponsors: |
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