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
REGISTRATION COMING SOON!
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
For additional information, please click on the "Programs" tab.
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 & BOLTS SESSION:
Speaker:Jennifer Sibley (The Blum Firm)
Tuesday, December 8, 2020
VIA LIVE WEBINAR
NOON - 1:00 P.M.
Wednesday, December 2 (5:00 p.m.)
This presentation will include an overview of charitable trusts: nuts and bolts of the different types of charitable trusts, when they may be a good fit for a client, and common issues that arise in trust administration. Jennifer P. Sibley, J.D., CFP® received a J.D. from Texas Tech University School of Law graduating magna cum laude, a Master of Science in Personal Financial Planning from Texas Tech University, and a B.A. cum laude from the University of Mississippi. She is a Certified Financial Planner and was selected by Thomson Reuters as a Texas Rising Star Super Lawyer (2017-2019). Ms. Sibley focuses her practice on both the tax and non-tax aspects of estate planning and assists clients with the drafting and implementation of wills, trusts, and other estate planning documents. Her practice also includes estate administration, marital property agreements, asset protection, formation of business entities, and charitable planning.
There is continuing education credit.
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. ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION.
REGISTRATION FOR THIS EVENT IS CLOSED.
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: