Upcoming Events
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08/11/2026 11:30 AMCommunities Foundation of Texas (5500 Caruth Haven Lane, Dallas)
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09/15/2026 11:30 AMCommunities Foundation of Texas (5500 Caruth Haven Lane, Dallas)
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09/29/2026 8:30 AMPegasus Park (3000 Pegasus Park Drive, 9th Floor, Dallas)
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Gift Planning On The Run
Dallas Council of Charitable Gift Planners
In Collaboration with The Dallas Foundation
REGISTER HERE:
https://www.dallascharitablegiftplanners.org/event-6717568
SPACE IS LIMITED! Members of Dallas Council of Charitable Gift Planners, Lone Star Council of Charitable Gift Planners, AFP, Apra-North Texas and National Association of Charitable Gift Planners: $99 Non-Members: $149 Please note membership is INDIVIDUAL (not corporate). Registration closes on September 21 (5:00 p.m.) unless capacity is reached prior to that date. | Gift Planning on the Run: GP 201 is presented by local planned giving experts who will provide a comprehensive synopsis of charitable technical skills and practical strategies, including, but not limited to: • Charitable gift vehicles for cash and non-cash assets • Complex assets (real estate, stock, mineral interests, etc.) • Donor motivations and tax implications • Legislative updates and advocacy on Capitol Hill • Gift acceptance policies • Generational privacy and giving trends • Legacy societies and stewardship best practices |
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.
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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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