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
MEMBERS "SAVE THE DATE" - SOCIAL EVENT - SEPTEMBER 22
Please mark your calendars to save the date for the 2015 North Texas Chapter, PPP Social. This event will be held at the Meadows Museum on Tuesday, September 22nd from 5:30 to 7:00 pm. This will be a great opportunity to visit with your colleagues in a casual setting. As part of our membership drive, each member will be allowed to invite a guest. Please be thinking of someone you would like to invite who isn't a member of PPP but would benefit from being a member.
This will be a free event due to the generous sponsorship by SMU and Wells Fargo Private Bank - Philanthropic Services. More details to follow. We hope you plan on joining us!
Gift Planning on the Run
Registration for this event is CLOSED. The program has reached its capacity limit.
If you would like to be placed on a waiting list, please contact North Texas Chapter PPP board member and Gift Planning on the Run Chair, Kent C. Weimer at 214.266.2036 or email@example.com
This six session course designed to assist you in implementing a gift planning program is presented by the Partnership for Philanthropic Planning, North Texas Chapter and the North Texas Chapter Association of Fundraising Professionals Greater Dallas Chapter, in collaboration with The Dallas Foundation. Veteran gift planning professionals will lead classes that have a donor-centric marketing approach.
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, September 15
11:00 - 1:00 p.m.
Lunch served 11:15 a.m.
Philanthropist Panel: Passing Values Through Giving - A Philanthropic Conversation
John Castle, Judy Gibbs and Sarah Kozmetsky Miller, moderated by Lesly Bosch Annen
As gift planners, fundraisers and advisors working with affluent donors, understanding the connection between giving and values is paramount. Join a panel of outstanding Dallas philanthropists: John Castle, Judy Gibbs and Sarah Kozmetsky Miller, moderated by Lesly Bosch Annen, as they discuss how they link their giving to their values, who is involved in transferring their vision and how they are planning to leave a meaningful legacy.
CE credit will not be available for this presentation.
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