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.
TUESDAY, NOVEMBER 11, 2014
11:30 a.m. - 12:00 p.m. - Networking and Lunch
12:00 p.m. - 1:00 p.m. - Program
Charitable Tax Law and Creative Planning Ideas
Location: Haynes and Boone, LLP
2323 Victory Ave., Suite 700 Dallas, TX 75219
John F. Bergner, Chair of the Wealth Preservation Practice Group at Winstead PC, and Brian Wodar, National Director of Nonprofit Advisory Services, Bernstein Global Wealth Management, will explore issues surrounding charitable tax law and the complex and changing environment for philanthropy. The speakers will explore creative planning opportunities that offer solutions to nonprofits, donors and the advisors that help them both..
Attendees are encouraged to park in nearby public parking lots.
We thank our 2014 sponsors: