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.   

Gift Planning On the Run Course Details

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.
               
​

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": Noon - 1:00 p.m. 
​  ​

May 11, 2021
Is the Charitable Gift Annuity Still Relevant?
​Speaker: Chris McGurn, PNC Institutional Asset Management
Sponsored by PNC and Dallas Jewish Community Foundation
​

General Meeting​

Time:      "Virtual": Noon - 1:00 p.m.
                

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": Noon-1:00 p.m.
​

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

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Texas Presbyterian Foundation and Weaver

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