PPP is also known as the old National Planned Giving Council. Currently there are 110 chapters around the country promoting planned gifts. What are planned gifts? Simple bequest are the most common of planned gifts. Adding a charity to IRA beneficiary or including in your will or trust some of the proceeds to benefit your favorite causes and naming those charities you love is a planned gift.
The current president of PPP or Partnership for Philanthropic Planning was here in town this week and it was my honor to spend time with him and hear him share the main functions of PPP with a local chapter. Advocacy is major reason to be a part of something bigger and the national PPP provides influence and education for lawmakers. Research is another competent.
Better yet let me share what drives it all the ENDS Policies- the follow is taken directly from www.pppnet.org Strategic Plan section.
The Partnership for Philanthropic Planning has defined the following desired outcomes or “Ends Policies” as critical components of mission acheivement. These Ends guide all activities of the Partnership.
1. The Partnership for Philanthropic Planning is the voice of charitable gift and estate planning.
Definition: The Partnership is recognized by charitable gift planners, financial and estate planning professionals, the media, legislators, regulators, fundraisers, nonprofit administrators, allied professional organizations, donors, and the public as the spokes-organization and standard setter for philanthropic planning .
The end is achieved when: Partnership guidelines and standards are widely used by charitable gift planners and well respected by all key constituencies. The Partnership is the first place that charitable gift planners, financial and estate planning professionals, the media, legislators, regulators, fundraisers, nonprofit administrators, allied professional organizations, donors, and the public go for information on charitable gift planning. The Partnership is always consulted when legislation or regulation affecting charitable planning is considered.
2. Charitable gift planning is widely recognized as bringing value to charitable organizations and financial and estate planning practices.
Definition: Charitable gift planning is recognized and respected by charitable gift planners, financial and estate planning professionals, the media, legislators, regulators, fundraisers, nonprofit administrators, allied professional organizations, donors, and the public as a professional expertise. The public recognizes the term “charitable gift planner.”
The end is achieved when: Charitable gift planners and donor advisors value each other as teammates in the charitable gift planning process. Charities include and value gift planners as a part of their development teams. Membership in the Partnership is recognized as evidence of commitment to gift planning professionalism.
3. Charitable gift planning is widely practiced.
Definition: Americans at all income and asset levels engage in philanthropic planning. Every fundraiser and donor advisor has at least a basic familiarity with planned giving options and presents these options to all donors, prospects and clients.
The end is achieved when: The number of planned gift donors is equal to the number of people who support charity during their lifetime. Charitable organizations are able to measure a steady increase in the number of planned gifts committed and realized. All donor advisors ask clients about their philanthropic goals.
4. Charitable gift planners are well-trained and competent.
Definition: Fundraisers and donor advisors plan charitable gifts competently and ethically.
Donors have meaningful charitable giving experiences.
The end is achieved when: There is general agreement regarding the skills, knowledge and experience required for competence in charitable gift planning. Fundraisers and donor advisors have a wide variety of options for acquiring and maintaining skills, knowledge and experience. The number of public complaints about poorly structured gift plans or incompetent/unethical gift planners steadily decreases.
5. Local planned giving councils are vibrant, healthy and well-supported by the Partnership for Philanthropic Planning.
Definition: The Partnership and its affiliated planned giving councils work together to forward the mission of the organization. Partnership councils have a reputation for organizational excellence because of their leadership infrastructure, program quality and community involvement.
The end is achieved when: Both the number of planned giving councils and the number of council members is steadily increasing, and at least 75% of members belong to both a local council and the Partnership. Councils rate the Partnership’s services as essential to their leadership infrastructure, program quality and community outreach. All councils have strong participation by both nonprofit and for-profit gift planners.
The ability of the Partnership for Philanthropic Planning to be successful in achieving its Ends and ultimately, its mission, depends upon successful accomplishment of the following key priorities:
- 1) Engaging all of the constituencies critical to the philanthropic planning process
- 2) Providing unique programs and services
- 3) Implementing successful models of collaboration and partnership
- 4) Creating brand awareness and support