REGISTRATION IS CLOSED FOR THIS EVENT
WALK-INS ARE NOT GUARANTEED A MEAL
CASH OR CHECK AT THE DOOR
JOIN US FOR FOR OUR GENERAL MEETING
MARCH 12, 2024
11:30 - 1:00 p.m.
Communities Foundation of Texas
5500 Caruth Haven Lane, Dallas
(Lunch Will Be Provided)
RSVP DEADLINE:
Tuesday, March 5 (5:00 p.m.)
UNDERSTANDING THE ESSENTIALS OF
A PLANNED GIVING PROGRAM
Katrina Pipasts
Whether your organization is launching a planned giving program or revitalizing an established one, it success requires best practices to guide the staff and board in cultivating the donor base. Successful programs incorporate key elements, regardless of the nonprofit’s size. An organization with a successful planned giving program finds way to incorporate most, if not all, of the elements into a cohesive and cooperative process. In this interactive session, participants will rank the elements as it pertains to their nonprofit. Join the discussion and share stories of what works (and does not) at your respective nonprofits.
Katrina M. Pipasts is the National Director of Planned Giving Services for Northern Trust and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs.
There are no continuing education credits for this presentation.
TO MAKE YOUR RESERVATION:
Click on the above "Register" Button
or
Go to the Website:
www.dallascharitablegiftplanners.org
SPONSORED BY:
Texas Presbyterian Foundation and Children's Medical Center Foundation
We Would Like to Thank All of Our 2024 Sponsors:
Children's Medical Center Foundation
Communities Foundation of Texas
C3 Financial Partners
Dallas Jewish Community Foundation
Farmers National Company
Heritage Auctions
HighGround Advisors
Merit Financial Advisors
Southwestern Medical Foundation
ThinkGiving
Texas Presbyterian Foundation
The Catholic Foundation
The Dallas Foundation
Jonathan Blum and David Rosenberg of Holland & Knight, LLP
DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS
P.O. BOX 38553, DALLAS, TX 75238 | 214-221-5170
www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com
