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.
Prepaid Lunch Discount
Members are eligible to prepay for our 2014 luncheon program and receive a 20% discount. The prepaid cost for all five 2014 luncheon programs is $100.
Win Free Registration to the 2014 PPP National Conference!
Members attending three consecutive meetings between September 2013 and March 2014 will be eligible for a drawing to win registration at the 2014 PPP National Conference. The drawing will take place on May 6, 2014 at the General Meeting.
Looking to get more involved?
Email Teresa Moore to discuss opportunities for committee membership and other roles.
GENERAL MEETING: TUESDAY, JANUARY 14, 2014
Charitable Vehicles: Case Studies & Common Sense
11:30 – 12:00 Networking and Lunch
12:00 – 2:00 Program
When integrating client plans where philanthropy is a desired outcome, the use of sophisticated gift vehicles can enhance the benefit to the client and their loved ones while increasing charitable impact. Lindsay L. Lapole, Chair, American Council on Gift Annuities, and Mike Allen, Partner, Allen-Lottmann-Kimmel, will present an extended, two-part series on charitable vehicles.
We thank our 2013 sponsors: