Education & Training

Educational Resources

The Partnership for Philanthropic Planning's mission is charitable giving made most meaningful. An important means of accomplishing this mission is through the Partnership's educational programs. The Partnership encourages the education and training of the planned giving community through the continuation and expansion of high quality educational opportunities available to planned giving practitioners. It is a leader in determining the body of knowledge critical to the profession and in providing educational opportunities to cultivate this knowledge.

National Conference on Philanthropic Planning - The National Conference on Philanthropic Planning is designed for experienced planned giving officers, consultants, development managers, tax and financial planners, trust officers and those involved with planned giving. The program includes sessions on current policy trends, professional issues, technical topics, case studies, and problem solving. To view information on the conference, click here.
Online Library - A searchable library of articles from The Journal of Gift Planning and papers from the National Conference on Philanthropic Planning can be found in PPP's e-community. Click here for help in getting started in the e-community. Click here to go directly to the e-community.<
Virtual Seminars - Presented by nationally known planned giving professionals, these seminars offer the perfect opportunity to present high-quality, national seminars at local seminar prices! Partnership Individual Members and Partnership Member councils receive a special discounted rate! To view the current schedule, click here.
CD Seminars - Build your planned giving education library with these low-cost, easy-to-share Partnership CD Seminars. Partnership CD Seminars are complete, 90-minute education session with audio, visuals, and a full length presentation paper (PDF format) presented by some of the best known experts in the planned giving community. Partnership individual members and Partnership member councils receive a special discounted rate! To view and order seminars from 2004-06, click here. To view and order seminars from 2007, click here.
Training Opportunities Calendar - An up-to-date listing of courses and seminars offered by experts in the gift planning field. Whether you're interested in basic education or polishing your current skills, click here (pdf) to find courses that will help you achieve your career goals. If your organization is interested in posting an ever to this calendar, click here to download the course information form.
The Journal of Gift Planning - The nation's most experienced gift planners share their knowledge and experience in The Journal of Gift Planning. Each quarterly issue of The Journal of Gift Planning provides in-depth analysis of issues of daily concern to both nonprofit planners and for-profit donor advisors.

Syllabus for Gift Planners and Bibliography - The Syllabus is a study guide for people involved in charitable gift planning. Its purpose is to identify areas of knowledge related to the acquisition and administration of planned gifts.