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, AFP Member: $100, Non-Member: $200
REGISTRATION DEADLINE: SEPTEMBER 15, 2020 (5:00 P.M.)
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.
"Family Philanthropy and Effectively Working with the Next Generation"
Panel: Jan and Trevor Rees-Jones, Margaret and David Rees-Jones, and Trevor Rees-Jones III
Moderator: Kim Montez
Tuesday, September 15, 2020
VIA LIVE WEBINAR CONFERENCE
NOON – 1:00 P.M.
DCCGP Member: $15
Wednesday, September 9 (5:00 p.m.)
The Rees-Jones Foundation is a multi-generational, private foundation that works with nonprofit organizations to serve others in areas of child welfare, youth experiences, animal welfare, youth disabilities, mental health, and international causes. Since inception, the Foundation has awarded over $468 million to nonprofit organizations in North Texas and around the world. The Foundation is led by Jan and Trevor, both life-long residents of the Dallas area. Trevor’s business career has been primarily focused on the oil and gas industry in which he has been continuously active since 1984. Other family interests today include real estate and ranching. Their two sons are also active in the family businesses. Their oldest son Trevor serves as Vice President of Rees-Jones Holdings, where he manages an impact investing portfolio. Alongside Trevor, David also serves as Vice President of Rees-Jones Holdings and spends the majority of his time managing business development for the family’s oil and gas assets. Trevor and David, and their respective wives, Jenny and Margaret, are also involved with the Foundation. Both Jenny and Margaret served as program officers at the Foundation, and Trevor and David participate regularly in planning and evaluation of Foundation opportunities. With the addition of Trevor and Jenny’s daughter Harper and David and Margaret’s newborn son David, all are excited about the third generation of Rees-Jones philanthropists.
Kim Montez joined The Dallas Foundation in 2017 when she returned to her hometown of Dallas after living a number of years in Little Rock, AR. As Director of Gift Planning and Family Philanthropy, Kim works with individuals, families and professional advisors to develop charitable giving plans for both current and planned giving. With her extensive background in non-profit development, serving on non-profit boards and her training as a Chartered Advisor in Philanthropy (CAP®), Kim brings a unique perspective in understanding both the non-profit and the donor’s needs and how to create giving plans which achieve maximum impact and meaning.
After registration closes on September 9, 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 WEBINAR PRESENTATION.
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: