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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 11 if council wishes to participate in the Annual Meeting)

DATES

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 4, 2011)
July 14, 2011 PPP Annual Meeting Reports on PPP activities and new programs and services; election of candidates to join board in 2012
August 18, 2011 Council Conversation--Programming New program formats, successful programs for various constituencies, cooperation with other organizations, etc.
October 4, 2011
tentative schedule: 1:00 to 5:00 Central
Council Conversation--Marketing This session will be held at the Marriott Rivercenter in San Antonio, TX, immediately prior to the National Conference on Philanthropic Planning.
December 15, 2011 Council Conversation--Governance Best practices for strategic planning, board terms and meetings, leadership succession, etc.
February 16, 2012 Council Conversation--Administration/Legal Includes issues related to insurance, incorporation, taxes, etc.
April 19, 2012 Council Conversation--Communications/
Community Building
Includes using the PPP 2.0 system to communicate with and serve council members.
June 21, 2012 Council Conversation--Leveraging councils and members relationship with PPP How PPP membership can benefit individuals in your community, and how the council and PPP make one another more effective.

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