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.
Prepaid Lunch Discount
North Texas Chapter, PPP Members are eligible to prepay for our 2015 luncheon program series and receive an approximate 20% discount. The prepaid cost for all five 2015 luncheon programs is $135 is no longer available for purchase.
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:
PPP Perspectives Blog Feed
REGISTRATION FOR THIS EVENT IS CLOSED.
WALK-INS ARE WELCOME BUT ARE NOT GUARANTEED A MEAL
TUESDAY, JANUARY 27, 2014
11:30 – 12:00 Networking and Lunch
12:00 – 1:00 U.S. Trust – Bank of America
Study of High Net Worth Philanthropy
David Ratcliffe, Managing Director and National Philanthropic Sales Executive, U.S. Trust/Bank of America will present highlights from the 2014 Bank of America Study of High Net Worth Philanthropy (released late 2014). The Study examines the giving patterns and priorities of America’s wealthiest households, and was written and researched in partnership with the Center on Philanthropy at Indiana University. Building upon earlier studies completed in 2012, 2010, 2008 and 2006, the latest in this series offers a deeper understanding of giving trends, strategies, and traditions among wealthy donors.
David oversees institutional and private philanthropy nonprofit sales and consulting throughout the United States. His team of Philanthropic Sales Specialists work with nonprofit organizations to provide endowment management, planned giving management and administration, and philanthropic consulting. The team also works with private clients to develop and implement strategic charitable giving strategies including investment management, administrative and grants management services.
David earned his BA degree from Wake Forest University. He is designated as a Certified Trust and Financial Advisor (American Banking Association) and Chartered Advisor in Philanthropy (American College). His post-graduate work includes the Wharton School of Business and Harvard Business School. In addition, he received his Trust Certification from the Florida Trust School, University of South Florida and was later appointed Director of the School. His securities registrations include Series 7, 66 and 24.
David’s philanthropic involvement has included board and leadership positions with the Florida Grand Opera, the Florida Philharmonic, Broward County Library Foundation and the Community Foundation of Broward County. Currently, he is on the board of Fire Island Pines Arts Project, the Planned Giving Advisory Councils of Museum of Modern Art (MoMA) and the New York Public Library.
Location: Haynes and Boone, LLP
2323 Victory Ave., Suite 700 Dallas, TX 75219
Attendees are encouraged to park in nearby public parking lots.
REGISTRATION FOR THIS EVENT WILL BEGIN ON JANUARY 5, 2015.