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 WILL OPEN IN MAY.
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.
Tuesday, May 12, 2020
HOW TO RUN AN ESTATE RESOLUTION PROGRAM
Mike Gozala and Brandon Stenseth
Sponsored by HighGround Advisors and Jackson Walker
Tuesday, May 12, 2020
(Note: this is not a “live” webinar - it is a "recorded" webinar)
Cost to Attend: Complimentary
Please RSVP by Wednesday, May 6 (5:00 p.m.)
The presentation link will be distributed after registration.
There are no continuing education credits for this presentation
Frontline fundraisers do a wonderful job of securing bequest gifts, but what happens when it's time for the commitment to turn into dollars? We’ll share the purposes, plans and procedures we used to create a dedicated estate resolution program at Mayo Clinic. You’ll learn how to promote the program to internal management and how the program manages all types of gifts, including gifts through probate, gifts through trust and assets that transfer outside of a trust. All our examples come from our experience, including the good scenarios, the bad situations and a few cases that got downright ugly. Whether you are creating an estate resolution program from the ground up, or optimizing an existing program, this presentation is for you.
What you’ll learn
- How to build your own estate resolution program, big or small
- How the program can be a revenue producer for your organization
- How the program resolves tricky situations that may arise in the estate resolution process
Mike Gozola has been on staff at Mayo Clinic since 2015. He serves as a legal specialist dedicated to the Department of Development, where he leads and manages its estate resolution program and supports the general legal needs of the department including; gift agreements, compliance matters, real estate, charitable trusts and annuities and contracts. Mike also supports the legal needs of the international and corporate and foundation giving teams. His primary objectives include providing the highest level of customer service to his clients and honoring the wishes of Mayo Clinic’s benefactors through careful application of their wishes outlined in their gift vehicles. Mike received his JD from the University of St. Thomas School of Law and has been a licensed attorney in the state of Minnesota since 2014.
Brandon M. Stenseth serves as a gift planning coordinator in the Department of Development at Mayo Clinic, where he supports gifts of real estate, charitable remainder trusts, charitable gift annuities and complex assets. Brandon also leads the gift administration team within the Office of Gift Planning, handling administration of the Mayo Clinic trust and gift annuity programs. He began his career at Mayo Clinic in 2015 in the Legal Department, supporting the Department of Development on estate gifts and a variety of legal review matters. Brandon earned a BS in finance at the University of Wisconsin–La Crosse and a JD from Marquette University Law School. He is a member of the State Bar of Wisconsin.
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 VIDEO PRESENTATION.
REGISTRATION CLOSED ON MAY 6 ,5:00 P.M.
AN EMAIL WAS DISTRIBUTED TO THE RSVP LIST FOR WEBINAR ACCESS INSTRUCTIONS. IF YOU REGISTERED AND DID NOT RECEIVE THE EMAIL, PLEASE EMAIL firstname.lastname@example.org
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: