DALLAS ESTATE PLANNING COUNCIL

This transformative session was designed to help you build stronger, more comprehensive client relationships by integrating philanthropy into your advisory practice, ensuring you meet the evolving needs of your clients while growing your professional impact.

 Join us for an insightful and interactive session designed to equip you with the knowledge and tools needed to seamlessly integrate philanthropy into your advisory services.

This session will cover key topics intended to strengthen your client relationships and position you as a forward-thinking advisor in today’s dynamic landscape. You'll hear from a panel of experts about:

Developing Cross-Discipline Relationships:
Learn how to build and leverage relationships across various disciplines to create comprehensive and impactful philanthropic strategies for your clients.

Establishing Philanthropy as a Cornerstone:
Discover how to position philanthropy as a fundamental element in your advisory practice, enhancing your value proposition and aligning with clients' values and goals.

Growing Your Practice Through Partnerships and Philanthropy:
Explore the benefits of partnerships and collaborative efforts in expanding your practice and offering holistic client-centered solutions.

Unique Philanthropic Tools in Current Practice:
Gain insights into invaluable tools and resources need to align financial strategies with legal and philanthropic components of client plans.

Strategic Tools and Collaborative Questions:
Understand how to ensure strategic alignment, particularly within complex charitable gifts, through an array of philanthropic tools, discuss, each of which carries unique benefits and tax implications.

About the Panelists

Tommy McBride – Wealth Management Advisor, McBride & Associates at Merrill Lynch Wealth Management
Tommy has been with Merrill Lynch Wealth Management since 1992, leading a team of financial advisors who look to simplify, steward, and care for their clients’ financial lives. Tommy has been consistently recognized in Barron's and Forbes as a top advisor, including being ranked 110th in the nation in Forbes's “Top Wealth Advisors” list, 12th in Texas in Barron’s “Top 1200 Financial Advisors” list, and 4^th in Dallas on the Forbes “Best-In-State Wealth Advisors” list in 2024.   

Gary Garcia – Charitable Gift Planner, The Dallas Foundation
With over 22 years at the Foundation, Gary has helped donors articulate and advance their highest aspirations. Gary has also worked closely with advisors, collaborating with them to achieve their clients' philanthropic and legacy planning goals.

Jennifer Sibley – Trust & Estate Attorney, The Blum Firm 
Jennifer received her J.D. magna cum laude from Texas Tech University School of Law and a Master of Science in Personal Financial Planning from Texas Tech University. With 13 years of experience, She is Board Certified in Estate Planning and Probate Law, a Certified Financial Planner, and a Chartered Advisor in Philanthropy. She has been named a “Texas Super Lawyer” by Thomson Reuters, focusing her practice on the tax and non-tax aspects of estate planning, estate administration, marital property agreements, asset protection, business entity formation, and charitable planning.

Moderator

Danika Mendrygal – Attorney Representing Nonprofit & Tax-Exempt Organizations, Mendrygal Law PLLC
Danika founded Mendrygal Law to serve nonprofit and tax-exempt clients, guiding them through establishing, growing, and managing their organizations. Recognized as a “Super Lawyer” in Nonprofit Organizations from 2018-2023, she provides counsel in taxation, corporate governance, and compliance issues.