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, MAY 5, 2015
11:30 - 12:00 Networking and Lunch
12:00 - 1:00 Program
Haynes and Boone, LLP
2323 Victory Ave., Suite 700, Dallas, TX 75219
Gift Planning Gone Wrong: Stories of Donor intent and Restricted Gifts from the Front Lines
Media stories of disregarded or misunderstood donor intent and gift restrictions have trended over the last few years. Susan K. Staricka, Senior Attorney, Charitable Trusts, Texas Office of the Attorney General, and Darren B. Moore, Shareholder, Bourland, Wall & Wenzel, P.C. will discuss disputes in which they had involvement as a practitioner, gift planner, and regulator. They will look at these disputes from a “how did we get here” to a “what do we do now” viewpoint, and will seek to offer practical suggestions for a charity facing a decision to accept a gift with strings attached and planning to lessen (if not avoid) future disputes over donor intent.
Attendees are encouraged to park in nearby parking lots.
REGISTRATION FOR THIS EVENT IS CLOSED
TUESDAY, APRIL 21, 2015
Haynes and Boone, LLP
2323 Victory Ave., Suite 700 Dallas, TX 75219
Diminished Capacity, Part 2: A View from the Probate Courts
Rebekah Brooker (Scheef & Stone)
Gift Planners spend a lot of time working with donors on their bequest plans, but what happens once the donor passes away? As a follow-up to the March 3rd presentation, this informal session will explore how charities are notified of gifts, typical timeline of when a charity can expect to receive a gift from an estate, what happens when a testamentary gift is challenged in a probate proceeding. Learn about the practical consequences of a bequest donor with diminished capacity, reasons a beneficiary charity might lose the gift, and what you can do to minimize your risk of losing a bequest when diminished capacity is an issue.
Attendees are encouraged to park in nearby public parking lots.
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