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
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:
December 15, 2015
Nuts & Bolts Program
Topic: Gift Acceptance Policies Boot Camp
Speaker: Genevra Williams, Associate at Weycer, Kaplan, Pulaski & Zuber, P.C.
There is not a cost for this program.
Location: Haynes and Boone, LLP, 2323 Victory Ave., Suite 700 Dallas, TX 75219
Gift Acceptance Polices are one of the critical foundation pieces to a successful planned giving program. Everyone knows you need them, but when it’s time to put pen to paper many nonprofits feel overwhelmed. In this session we’ll work together to analyze what types of Gift Acceptance Policies work best for different types of nonprofits. It will be fast-paced and interactive. Bring your existing policies and we’ll bring the coffee.
Attendees are encouraged to park in nearby public parking lots.
REGISTRATION DEADLINE: DECEMBER 9, 2015
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