When

Tuesday, September 21, 2021 from 11:30 AM to 1:00 PM CDT
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Contact

Lone Star Council Charitable Gift Planners
972-233-9107 x204
lonestarcouncilcgp@gmail.com 

 

THANK YOU!
To Our 2021-22
Sponsors to Date!

GOLD

Clearfork Wealth mgt logo

SILVER 

Simmons Bank logo

ThinkGiving 2020

BRONZE

 

 

 

IN-KIND

 

Donor Case Studies from Financial Advisor and Client Perspectives 

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.

View our calendar of events!

Your Lone Star Council CGP is back and in person for our 2021-2022 professional development series, with social distancing and safety protocols in place, on the campus of ACH Child and Family Services, 3712 Wichita St, Fort Worth, TX 76119. Two-for-one virtual offer! We are prepared to take programs online as needed and if we do, registered attendees will be be able to invite a guest to attend the virtual program at no charge. 

ABOUT OUR PROGRAM: Donor Case Studies from Financial Advisor and Client Perspectives. During this hands-on program, attendees will break into roundtable focus groups to discuss a number of major gift case studies from the perspectives of both the financial advisor and the client. What can go right, what can go wrong, and what steps can you to take in planning ahead for the best outcomes? Roundtables will report back to the general audience with a summary of key takeaways from each case study.

And please submit your personal fundraising challenges in advance at lonestarcouncilcgp@gmail.com for discussion. Our CCP members can help address questions during lunchtime networking and conversation.  

ABOUT OUR MODERATOR: Michael Halloran, APMA, is a financial advisor and Managing Partner at Clearfork Wealth Management in Fort Worth, Texas. His areas of focus include charitable giving, executive compensation and benefit strategies and retirement planning strategies. Michael was named to Forbes magazine’s list of Top Next-Generation Wealth Advisors in 2020. He is an Accredited Portfolio Management Advisor with 15 years’ experience. 

Register Now!

ANNUAL SUBSCRIPTION REGISTRATION AVAILABLE: Save time by registering for six online meetings at once! Not sure if you'll be attend? If you can't make it, notify the office, lonestarcouncilcgp@gmail.com, and send someone in your place. (September 21, 2021, October 19, 2021, November 16, 2021, January 18, 2022, February 22, 2022, and April 19, 2022).

Click "Register Now" and select Subscription Rates for 2021-2022
$210 Members/$300 Non-Members for all six meetings.