Resource Center

About Charitable Gift Planning - The Partnership for Philanthropic Planning exists to offer education, resources, and professional support to charitable gift planners. This page provides an overview of the kind of work done by charitable gift planners, including a look at the kind of gifts they facilitate.

Are You Ready for Planned Giving? - A Guide to Evaluating Organizational Readiness for Nonprofit Executives and Volunteer Trustees. 

Gift Annuity Rate Update  - The most recent recommendation from the Rates Committee of the American Council on Gift Annuities.

The Future of Charitable Gift Planning: A Report of the Partnership Strategic Directions Taskforce - This report reviews economic, philanthropic and fundraising trends and considers how the Partnership should respond in order to maintain its relevance in the philanthropic community.

Model Documents - Policies, procedures and other documents that you can adapt for use in your own organization.

National Conference on Philanthropic Planning - The largest and most comprehensive conference for charitable gift planners of all levels. Learn and network with the best in your field!

The Journal of Gift Planning^® - The nation's most experienced gift planners share their knowledge and experience in The Journal of Gift Planning. Beginning in 2011, new Journal articles and the archive of articles from past issues are both available online in the PPP members e-community.

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.

PPP Virtual Seminars - Learn at your desktop with the help of nationally known speakers.

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.

Syllabus for Gift Planners - 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. Click here for more information.

GIFT-PL - GIFT-PL is an e-mail distribution list. The list is maintained by a program called a list server. The server does two things: it holds e-mail addresses of subscribers and then accepts messages and routes them to subscribers. There is no charge for subscribing to or using the list server, other than charges you ordinarily incur for access to the Internet. Click here for instructions on using GIFT-PL.

Counting of Planned Gifts - The Partnership for Philanthropic Planning has published a revised edition of The Guidelines for Reporting and Counting Charitable Gifts.

Valuation of Planned Gifts - Learn more about The Partnership's efforts at studying the valuation of planned gifts.

Charitable Life Insurance Guidelines A comprehensive tool to help charitable gift planners evaluate these types of gifts.

Model Standards of Practice for the Charitable Gift Planner

CD Seminars - Build your planned giving education library with these low-cost, easy-to-share Partnership CD Seminars. Click here to order.

The Partnership Order Form - listing Partnership publications and products available for purchase.

National Conference on Philanthropic Planning Products - Excellent resource for those unable to attend the National Conference on Philanthropic Planning, or for those who want a lasting record of event for future reference. 

Donor Survey - Order a copy of the Partnership's research report, Planned Giving in the United States 2000: A Survey of Donors.

Gift Planner Profile - Survey of Partnership members that describes demographic characteristics of gift planners and identifies and tracks trends and developments in the profession.

Business Pages - The Web Business Pages lists companies providing gift planning products and services. 

Related Sites - Links to related sites of nonprofit and for-profit organizations.