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
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:
Tuesday, May 11, 2021
Is the Gift Annuity Still Relevant?
Sponsored by Dallas Jewish Community Foundation and PNC Institutional Asset Management
DCCGP Member: $15
NOON - 1:00 P.M.
(A social will be held after the meeting - 1:00-1:15 p.m.)
While the simplicity of establishing a CGA has driven its popularity and allowed many charities to grow their planned gifts, is change on the horizon? While it has held the mantel of ‘most popular life-income gift’, the overall number of CGAs received appears to be contracting. Additionally, organizations are seeing a greater variety in the type of annuities they receive, size of gift, as well as the assets being used. Discussion will begin with a brief overview of the CGA for attendees new to the concept. We will quickly move to general industry observations to help promote the CGA concept from within your organization. Next, we will share ‘have you considered’ creative gift strategies to go beyond the standard CGA offering and story. Learn to create a gift based on what your donor tells you they want. Finally, we will present ‘have you considered’ stewardship strategies. Realize the powerful and full stewardship potential of your CGA program.
Chris McGurn is the director of the planned giving group. His responsibilities include oversight of a team of Planned Giving relationship managers and investment professionals and ensuring that there is a consistent delivery of investment advice, administration and education to PNC's local and national Planned Giving clients. Chris earned a BS in business administration with concentrations in management, finance and marketing from Towson University. He served on the board of the National Association of Charitable Gift Planners from 2015 to 2018 and as its chair in 2018. He frequently serves as a guest speaker at conferences and educational programs across the country.
Who should attend: Estate Planning Attorneys, Financial Advisors, Insurance Professionals, Nonprofit Professionals and Board Members
Continuing education credit pending. 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.
NOTE: REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTER BY THE DEADLINE WILL RECEIVE THE LINK TO THE LIVE PRESENTATION.
Wednesday, May 5 (5:00 p.m.)
REGISTRATION IS CLOSED FOR THIS EVENT.
Read the latest articles from the National Association of Charitable Gift Planners.