Programs
THERE IS NOT A PREPAID MEETING OPTION FOR 2021.
NOTE: MEETINGS WILL BE BASED ON A CASE BY CASE BASIS WHETHER "VIRTUAL" OR "IN PERSON" AS THE DATES ARE CLOSER. |
Gift Planning on the Run is a 6-session course designed to assist you in implementing a gift planning program.
|
January 12, 2021
Bank of America Study of High Net Worth Philanthropy Speaker: Matt Laufman, Bank of America Sponsored by The Dallas Foundation |
General Meeting
Time: "Virtual": Noon - 1:00 p.m.
|
February 9, 2021
Tangible Personal Property Disposition and Qualified Appraisals Speaker: Michelle Castro Sponsored by Dallas Jewish Community Foundation |
Nuts & Bolts Session
Time: "Virtual": Noon - 1:00 p.m. |
March 9, 2021
Taxes and Regs and Court Cases - Oh My! Speaker: Russ Willis, Planned Giving Design Center Sponsored by SMU |
General Meeting
Time: "Virtual": Noon - 1:00 p.m. "In Person": 11:30 a.m.-1:00 p.m., location TBA |
April 13, 2020 Practical Tips for Gift Acceptance Policies and Gifts of Unusual Assets Speakers: Katherine David and Brad Fletcher Sponsored by Dallas Jewish Community Foundation |
Nuts & Bolts Session
Time: "Virtual": Subject to time change "In Person": 8:00 a.m. - 9:00 a.m., location TBA |
May 11, 2021
Is the Charitable Gift Annuity Still Relevant? Speaker: Chris McGurn, PNC Institutional Advisory Solutions Sponsored by PNC and Dallas Jewish Community Foundation |
General Meeting
Time: "Virtual": Noon - 1:00 p.m.
"In Person": 11:30 a.m. - 1:00 p.m., location TBA |
June 8, 2021
America is a Given Place - History of Planned Giving in America Speaker: Ron Brown Sponsored by Dallas Jewish Community Foundation |
Nuts & Bolts Session
Time: "Virtual": Subject to time change "In Person": 8:00 a.m. – 9:00 a.m., Location TBA |
September 14, 2021
Philanthropic Panel Discussion Panel TBA Sponsored by HighGround Advisors and Thompson & Knight |
General Meeting
Time: "Virtual": Noon – 1:00 p.m. "In Person": 11:30 a.m. - 1:00 p.m., location TBA |
October 12, 2021
Charitable Remainder Trusts Funded with Real Estate: A Winning Solution for Donors and Charities Speaker: Marcia Navratil Inger Sponsored by Dallas Jewish Community Foundation |
Nuts & Bolts Session
Time: "Virtual": Subject to time change "In Person": 8:00 a.m. - 9:00 a.m., location TBA |
November 9, 2021
Family Philanthropy: Five Essential Conversations for Advisors and Nonprofit Gift Planners Speaker: Phil Cubeta, The American College of Financial Services Sponsored by C3 Financial Partners and Communities Foundation of Texas |
General Meeting
Time: "Virtual": Noon - 1:00 p.m. "In Person": 11:30 a.m. - 1:00 p.m., location TBA |
December 14, 2021
Eight Tips that I Apply to LIfe and Work Speaker: Elizabeth Ayers Sponsored by Dallas Jewish Community Foundation |
Nuts & Bolts Session
Time: "Virtual": Subject to time change "In Person": 8:00 a.m. - 9:00 a.m., location TBA |
Download the 2021 Brochure! Thank you to our 2021 Brochure Sponsors: Texas Presbyterian Foundation and Weaver |