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.
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.
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 2015 sponsors:
TUESDAY, MARCH 3, 2015
11:30 – 12:00 Networking and Lunch
12:00 – 1:00 Diminished Capacity: When Philanthropy and Mental Health Collide
Haynes and Boone, LLP
2323 Victory Ave., Suite 700 Dallas, TX 75219
Gift planners often encounter situations in which it may be necessary to determine whether a donor is mentally capable of making a gift, particularly where the proposed gift involves an irrevocable transfer of assets or a sophisticated transaction. Learn more about working effectively with aging individuals and how to navigate this sensitive area. Our expert speakers include: Molly D. Abshire, Partner, Wright Abshire; Donna Strittmatter, Chief, Specialized Crime Division, Dallas County District Attorney’s Office; and Dr. Mary Quiceno, Assistant Professor, Neurology & Neurotherapeutics, UT Southwestern Medical Center.
Attendees are encouraged to park in nearby public parking lots.
REGISTRATION FOR THIS EVENT IS CLOSED. WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.
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