Programs
Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.
SAVE THE DATES!
2026-2027 Educational Luncheon Program Series
September 15, 2026
TCU Donor Research Team
“Who is our audience?”
Panel Discussion on the science behind the identification of prospective donors
October 20, 2026
Michael Halloran
“The Ultimate Legacy Gift: Connecting Closely Held Businesses to Philanthropy”
November 3, 2026
Nathan Stelter
“Trust, Transparency and Technology: Navigating the Planned Giving Journey with Boomers”
January 19, 2027
Thomas Kelley
“When Gifts Get Complicated”
February 16, 2027
Russell James
Joint Meeting with Dallas CGP – Topic TBD
Advanced Level Session offered same day
April 20, 2027
Kent Weimer & Lisa Chmiola
“Gift Acceptance Policies and Troublesome Gifts”
