Guest Speakers: |
Michael George, CFRE & Jeanne Gates Howell, The Catholic Foundation |
Program: |
How Legacy Circles Help Launch or Re-establish a Gift Planning Program
Whether you are starting a planned giving program or looking to breathe life into an existing one, communicating the fact that you are sincerely interested in your donors and want a relationship with them that stands the test of time is far more attractive than announcing a great new way to separate them from their money! Join us as we explore how legacy circles can be used not only to retain donors, but also to attract them to your planned giving program. Give your donors the opportunity to be a part of your organization's "family" now and forever by building and maintaining a legacy circle that allows you to deepen partnerships with your best donors. This is a perfect session for professionals who have other duties besides planned giving or those who are looking for some simple ways to broaden the appeal for gifts from estates to benefit their organization.
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Venue: |
Communities Foundation of Texas 5500 Caruth Haven Lane Dallas, Texas 75225-8146 |
Cost: |
$50 each — Luncheon Program - Non-Member
$35 each — Luncheon Program - Member
$30 each — Emerging Leader (age 35 and under or less than 5 years as a fundraising professional, member or non-member)
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Registration: |
Register Online Here. Alternatively, you may download the reservation form and fax it in. (For security purposes we urge you NOT to email this interactive PDF form with your credit card number on it back to us. Instead, please snail mail, fax to 972-490-4219, or print out and scan before sending with your credit card information.) Online registration closes on Monday, October 20, 2025 at 10 PM. Online registration accepts credit cards only. To pay by check, mail or fax in the downloadable registration form.
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Register Now
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Details: |
Michael George, CFRE, is a Senior Development Officer and has been with The Catholic Foundation for more than 26 years. He is responsible for developing and cultivating donor relationships and assisting individuals and families with donor-advised funds, permanent endowments, and planned gifts to the Foundation. Michael is a member of The Dallas Council of Charitable Gift Planners, The Estate Planning Council of North Texas, is a past president of the Dallas Chapter of the Association of Fundraising Professionals and has served on the board of the Dallas Estate Planning Council. He is also a past Chairman of the Stewardship Council at his home parish of St. Rita Catholic Community, where he has been a member since 1985.
Jeanne Gates Howell is celebrating her first year with The Catholic Foundation. Prior to joining the Foundation, Jeanne spent 15 years as a development professional connecting donors with their favorite causes and helping nonprofits successfully implement strong fundraising strategies, most recently as Director of Development for Ursuline Academy of Dallas. A transplant from Indiana, Jeanne was raised in Dallas and enjoys lasting relationships created within her St. Monica Catholic Church and Ursuline Academy communities. She is a member of Dallas Estate Planning Council, the Estate Planning Council of North Texas, National Association of Charitable Gift Planners, Ursuline Professional Women's Network and the Serra Club.
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Time: |
11:30:00 AM - Networking 12:00:00 PM - 1:00:00 PM - Program : How Legacy Circles Help Launch or Re-establish a Gift Planning Program
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