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, April 13, 2021
Nuts & Bolts Session
Katy David and Brad Fletcher (Clark Hill)
Sponsored by Dallas Jewish Community Foundation
NOON - 1:00 P.M.
(A social will be held after the meeting - 1:00-1:15 p.m.)
PRACTICAL TIPS FOR GIFT ACCEPTANCE POLICIES AND GIFTS OF UNUSUAL ASSETS
Katy David and Brad Fletcher will discuss how to draft Gift Acceptance Policies that help organizations “get to yes,” and will offer suggestions for how organizations can manage unusual assets, like closely-held securities and cryptocurrency.
Katy David is a tax attorney who specializes in representing tax-exempt entities. Organizations of all sizes rely on her to guide them at formation, during their operation and growth, and—when necessary, through wind-down and dissolution. She helps clients obtain and maintain their tax-exempt status, develop appropriate corporate governance, sustain their operations, and operate effective development and planned giving programs. When an organization experiences an unusual opportunity or difficult challenge, the Board of Directors and executive leadership turn to Katy to help them make decisions that comply with state law and the Internal Revenue Code, and that support the organization’s mission and strategy. Katy is Board Certified in Tax Law by the Texas Board of Legal Specialization.
Brad Fletcher's law practice focuses primarily on representing nonprofit and tax-exempt organizations and on advising clients with respect to estate planning and trust law. His estate and trust planning practice involves preparing wills and trusts, probate, marital deduction trusts, life insurance trusts, minor's trusts, gift planning, marital property agreements, family limited partnerships and gift tax audits. Brad's representation of nonprofits and tax-exempt organizations involves creating such entities (trusts and nonprofit corporations as both private foundations and public charities), preparing applications for tax-exempt status (Forms 1023 and 1024), representing nonprofits and tax-exempt organizations before the IRS and state taxing authorities, and advising nonprofits and tax-exempt organizations on issues unique to such organizations. He also represents individuals and for-profit business entities in controversies with the IRS and state taxing authorities.
Who should attend: Estate Planning Attorneys, Financial Advisors, Insurance Professionals, Nonprofit Professionals and Board Members
There is no continuing education credit for this presentation. 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 REGISTERED BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE PRESENTATION.
Wednesday, April 7 (5:00 p.m.)
REGISTRATION IS CLOSED FOR THIS EVENT.
Read the latest articles from the National Association of Charitable Gift Planners.