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
Gift Planning on the Run is a 6-session course designed to assist you in implementing a gift planning program.
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. 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:
JUNE 14: NUTS & BOLTS SESSION
8:00 AM - 9:00 AM
Topic: Designing Gifts with Noncash Assets
Speakers:Elizabeth Murray, CAP, Director of Gift Planning, University of Dallas and Kent Weimer, CAP, Senior Charitable Advisor, Parkland Foundation
Location: Haynes and Boone, LLP, 2323 Victory Ave., Suite 700 Dallas, TX 75219
Our community is home to many millionaires next door. They are business owners, real estate investors, collectors, community boosters and Bay Boomers thinking about transitioning from success to significance as they retire. There are great opportunities for philanthropy when businesses, real estate, land and other valuables are transferred. It's clear, however, that noncash assets aren't activated for philanthropy nearly as often as they should be. This two-part program will prepare you to discuss charitable strategies for noncash assets with your donors and clients. Your registration gives you access to both on-demand webinar that introduces challenges and opportunities and a live program during which you'll analyze a case with other advisors, guided by a panel of experts. The case analysis will occur at the nuts and bolts session on June 14. A link to the webinar will be sent to you the week before the program.
Parking is on your own. Attendees are encouraged to park in nearby public parking lots.
THE REGISTRATION DEADLINE FOR THIS EVENT IS JUNE 6, 5:00 P.M.
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