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Partnership for Philanthropic Planning

Description

The Partnership for Philanthropic Planning is a 501 (c)(3) nonprofit organization serving people and organizations that work together to make charitable giving most meaningful.

Tips & Tricks

  • Originally created in 1988 as the National Committee on Planned Giving (NCPG), the Partnership for Philanthropic Planning (the Partnership) is a 501(c)(3) public charity whose mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor. The Partnership achieves its mission through research, education, advocacy, community dialogue and the setting of standards and best practices in philanthropic planning. The Partnership strives to engage all constituents in the charitable gift planning process: planned giving and major gifts professionals, nonprofit managers and trustees, financial and estate planners, trust managers and administrators. The Partnership for Philanthropic Planning helps maximize the value of charitable giving for nonprofit organizations and donors by helping fundraising professionals provide the most meaningful charitable giving experience for donors; helping financial planning professionals provide their clients with excellent advice on charitable giving and estate planning; and helping nonprofit managers and trustees better accomplish the missions of their organizations through meaningful philanthropic planning. The Partnership for Philanthropic Planning is supported by 128 local councils and over 10,000 individual and council members, as well as charities, associations and business organizations that support the mission of charitable giving made most meaningful. Members of the Partnership include: • Planned giving officers • Major gifts officers • Directors of Development • Nonprofit CEOs and Executive Directors • Nonprofit board members and trustees • Volunteers and donors • Fundraising consultants • Attorneys • Accountants • Financial planners • Trust officers • Insurance and real estate professionals • Other financial services professionals and donor advisors Partnership members are committed to better serving their donors and clients by helping them to make charitable gifts that are well planned both financially and philanthropically.

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