North Texas Chapter Partnership for Philanthropic Planning
The Partnership for Philanthropic Planning is the national organization for people and organizations that work together to make charitable giving most meaningful.
The North Texas Chapter of the Partnership for Philanthropic Planning is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.
Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.
Our luncheon programs and informal meetings provide a forum to share expertise, ideas and knowledge. The annual National Conference on Philanthropic Planning brings together speakers from all disciplines involved in the planning process to share their expertise.
Click here to visit the national PPP website.
Gift Planning on the Run
The North Texas Chapter and the Association of Fundraising Professionals, in collaboration with the Dallas Foundation, will offer “Gift Planning on the Run” in Fall 2014. GPOTR will be a 6-session course designed to provide information to assist nonprofit organizations and other philanthropic professionals in developing a gift planning effort. Veteran gift planning professionals will lead classes that have a donor-centric marketing approach. If you are interested, please contact Kent Weimer .
Sorry, registration for the 2014-15 Gift Planning on the Run course is currently full. To be added to our email list to be kept up to date on additional course openings or future courses, please click on "Subscribe to Our Distribution List".
Member Directory Available
As a reminder, the chapter’s membership roster/directory is available to members on our website under the “Members Only” page. Please contact Teresa Moore for the password.
Congratulations to Kent Weimer (Gift Planning Officer, Parkland Foundation) as the recipient of one of the North Texas Chapter’s scholarships for the Chartered Adviser in Philanthropy (CAP) course!
Looking to get more involved?
Email Teresa Moore to discuss opportunities for committee membership and other roles.
TUESDAY, SEPTEMBER 9, 2014
11:30 – 12:00 Networking and Lunch
12:00 – 1:00 Commercial Activities of Nonprofits: Blurring the Line between Charity and Business
Location: Haynes and Boone, LLP
2323 Victory Ave., Suite 700 Dallas, TX 75219
Nonprofits and philanthropists are increasingly turning to quasi-commercial activities and collaborations with for-profit businesses in seeking to creatively further their missions and provide an ongoing source of funding. Hear from Chad Houser, Executive Director of Café Momentum, a chef who saw a need and found a way—working in the industry he knew—to “Eat, Drink, and Change Lives.” Listen to the experiences of Frances Leos Martinez, Former Director of Texas C-BAR, in assisting a variety of Texas nonprofits. And, learn from Tyree Collier, Counsel at Thompson & Knight, as the panel discusses what is working and what is permissible.
Attendees are encouraged to park in nearby public parking lots.
We thank our 2014 sponsors: