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Important: 2023 Advisors Series Online Registration
Register here.

Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).

The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.

Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.

The Catholic Foundation is honored to support the many parishes, schools and non profit organizations in the Diocese of Dallas, especially through formal planned giving partnerships with select organizations. By offering our specialized expertise, The Catholic Foundation is helping to secure firm financial grounding to ensure these important services are available for many years to come.




Give Today

To support one of the restricted funds listed under Partnerships, click here.

Here to Serve

Does your organization need a planned giving partner? Please contact us for further information.

Darina O’Dowd Padian, CAP®

Vice President of Development

R. Michael George, CFRE

Senior Development Officer

Anna LeBlanc, CAP®

Senior Development Officer

Elizabeth G. Murray, CAP®

Senior Development Officer