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.
Announcements and Events
Pre-Paid Luncheon Program Discount
Members are eligible to pre-pay for our 2016 luncheon program and receive a 20% discount. The pre-paid cost for all five 2016 luncheon programs is $100. Pre-payment will buy access to all January-December 2016 lunches. Click here for details. THE PREPAID MEAL OPTION IS NO LONGER AVAILABLE.
George L. Wolff Memorial Scholarship Fund
The North Texas Chapter of the Partnership for Philanthropic Planning has established the George L. Wolff Memorial Scholarship Fund to offer educational opportunities to fundraising and charitable gift planning professionals in the North Texas community. Click here for details and application. THIS IS CLOSED FOR THE 2016 SCHOLARSHIP APPLICATIONS.
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.
Looking to get more involved?
Email Teresa Moore to discuss opportunities for committee membership and other roles.
We thank our 2016 sponsors:
MAY 17: GENERAL MEETING
Tuesday, May 17, 2016
11:30 AM - 1:00 PM
Topic: What's Trending in Gift Planning?
Speaker: Robert Sharpe, Jr., President and Chairman Sharpe Group
Location: Haynes and Boone, LLP, 2323 Victory Ave., Suite 700 Dallas, TX 75219
The combination of an aging population, budget deficits, low interest rates, market fluctuations, proposed new taxes on gifts to charity and the elimination of the federal estate tax for most Americans mean inevitable changes in how donors make charitable gifts. Both advisors and gift planners will learn how to work with their clients/donors by using counter-intuitive approaches suitable for this new philanthropic environment.
Parking is on your own. Attendees are encouraged to park in nearby public parking lots.
THE REGISTRATION DEADLINE FOR THIS EVENT IS MAY 11, 5:00 P.M..
PPP Perspectives Blog Feed