2021 Plan to Give Conference


About the Conference

This conference is for all Dallas-based Business Owners, Investors and Wealth Advisors who advise high net worth Christian families in the area. Experts from across the country will present on topics such as asset-based charitable gift timing to tax-wise charitable giving strategies, private foundations, and estate planning. Additionally, one hour of continuing education (CLE, CFP, CPA) credit will be given for attending this conference. As with all Generosity Dallas events, this conference is free of charge and free of solicitation.

More information (Time & Location) on this event to come

This conference is a gathering specifically around faith driven investing. This is a movement of fund managers, financial advisors, real estate developers, pastors, entrepreneurs, and every day investors. Last year, what started as a small gathering of friends grew into a one day event of leaders across the faith driven investing movement in Utah during the middle of summer. Connect with like minded leaders of the movement or come to learn about the movement for the first time. The Faith Driven Investor is a ministry initiative subsidized by the generosity of a few individuals and foundations that make this possible. Seating is limited to 700 attendees, so register today to secure your spot.