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.
We are now on Linkedin!
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, March 9, 2021
Sponsored by SMU
NOON - 1:00 P.M.
(A social will be held after the meeting - 1:00-1:15 p.m.)
TAXES AND REGS AND COURT CASES – OH MY!
Planned Giving Design Center
Much has happened in recent months, but in some ways it also feels as though time has stood still. We have an hour here to talk about recent legislation, IRS rulings and regulations, and court decisions having to do in one way or another with charitable gift planning. We will touch lightly on some and drill down on others. The discussion will include the "unlimited" itemized deduction for cash contributions to (b)(1)(A) charities, extended another year; the death of the "stretch" IRA, but with the testamentary charitable remainder trust or gift annuity as possible workarounds; several active fronts in the permanent IRS war on syndicated conservation easements, with some spillover effects on other charitable gift planning; a couple of other transfers IRS has identified as "abusive"; and some emerging concerns with prearranged sales immediately following the contribution of appreciated property. Russ Willis is a tax lawyer, a freelance writer, and a consultant to other lawyers -- an advisor to the advisor -- on issues arising in connection with wealth transfers. He has written numerous articles for publications serving tax and charitable gift planning professionals, and he has been a frequent conference and seminar speaker. About three years ago, he launched a newsletter, the Jack Straw Fortnightly, analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country. Russ has a law degree from St. Louis University and a master's degree in Taxation Law from Washington University in St. Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master's degree in English from the University of Chicago.
Wednesday, March 3 (5:00 p.m.)
Read the latest articles from the National Association of Charitable Gift Planners.