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Gift Planning On The Run

Dallas Council of Charitable Gift Planners
In Collaboration with The Dallas Foundation


SPACE IS LIMITED! 

Members of Dallas Council of Charitable Gift Planners,  Lone Star Council of Charitable Gift Planners, AFP, and National Association of Charitable Gift Planners: $99

Non-Members: $149

Please note membership is INDIVIDUAL (not corporate).


Registration closes on  April 20 (5:00 p.m.)

unless capacity is reached prior to that date.


Gift Planning on the Run: PG 101 is presented by professional planned giving faculty who will provide a comprehensive synopsis of gift planning program and skill-building essentials, including, but not limited to:

  •  terminologyused in gift planning
  •  the national standards of practice
  •   fundamentals of gift planning vehicles
  •    intentionalmarketing strategies
  •    opportunities for identifying prospects
  •     opening new gift planning conversations
  •     how to capture data for record keeping


The course will be held in person at Pegasus Park (3000 Pegasus Park Drive, 9th Floor, Dallas, TX 75247. The class time is  8:30-12:30 p.m.  (no virtual option). Will include breakfast/ coffee/ snacks.



For more information

Contact Gift Planning on the Run Chair, Kelsey Picken

kpicken@dallasfoundation.org





About us

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.

Become a member

Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.

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