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PPP Annual Meeting and Council Conversations Webinars

 As a leader of a Partnership for Philanthropic Planning member planned giving council, you play a pivotal role in the local and national gift planning communities. Because the Partnership is structured as a federation of councils, we depend on you to provide input and local perspective on issues that affect gift planners nationwide. Our annual leadership development series can also energize your commitment to the gift planning profession. Throughout the webinar series, participants will:

  • Meet national and local PPP leaders and strengthen your network of contacts through follow-up conversations in the PPP e-community.
  • Learn about best practices for council programming, governance and administration.
  • During the Annual Meeting, elect members of the national Board of Directors and, as required, vote on amendments to the Partnership governing instruments.
  • Hear more about national programs and initiatives, and provide advice and comment on a wide range of gift planning topics.
General Information:
Each council registered for the Annual Meeting and Council Conversations series may invite as many participants as they wish to attend any session. We especially encourage council presidents and presidents-elect to participate, as well as other board members or leaders in-training. Participants are responsible for sharing information about PPP plans, programs and services with all council members following the Annual Meeting. We recommend that council leaders gather at a single site for the webinars, to facilitate discussion and delegation of follow-up activities. However, leaders may log-in from separate sites if necessary. The president of each council that has registered will receive a log-in link 24 hours prior to each meeting. The president is responsible for forwarding this link to other council leaders who would like to attend. Those leaders must use the log-in link to submit their personal information before they connect to the webinar(s). A separate log-in is required for each session.

About Voting:
Planned giving councils are responsible for electing members of the PPP Board of Directors, approving changes to the organizations bylaws, and for voting on other organizational issues that arise from time to time. Voting representation depends on a councils size:
  • Councils with 150 or fewer members are represented by one vote at the Annual Meeting.
  • Councils with more than 150 members are represented by two votes.
  • Instructions for voting during the Annual Meeting webinar will be provided with the log-in link for that webinar.
Registration fee: $129 per council (must be paid by July 1 if council wishes to participate in the Annual Meeting)


All sessions are scheduled for 1:00 to 2:30 p.m. Eastern, unless otherwise noted General Topic Notes
(All sessions are webinars, except October 3, 2012)
July 12, 2012 PPP Annual Meeting Reports on PPP activities and new programs and services; election of candidates to join board in 2013
August 16, 2012 Government Relations
Moderated by PPP Government Relations Advisors Jon Ackerman and Perry Wasserman.
Gain an in-depth understanding of PPPs legislative agenda, and consider how councils can help to further it.
October 3, 2012
1:00 to 5:00 Central
New Program Formats
Moderated by Phil Purcell, past president of Planned Giving Group of Indiana and trainer for The Fundraising School
Find out how adults learn best and consider ways to enliven council programs and events using formats that replace the talking head with audience participation. Develop ideas for a variety of programs that your council can use without a visiting expert.
December 14, 2012 PR and Earned Media How can you raise the visibility of your council, and public awareness about philanthropic planning, using only volunteer resources?
February 15, 2013 Research Incubator Learn about PPPs research agenda and consider what information your council members need, and how they can participate in research that produces that information.
April 18, 2013 Mentoring Programs Learn how councils start and sustain mentoring programs for young professionals and for organizations beginning a gift planning program.
June 20, 2013 Council's Choice Council leaders will have the opportunity to select a topic for this session, as part of their response to the annual Survey of Councils.


2010 Leadership Assembly
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