Purpose 

The Partnership for Philanthropic Planning is a not-for-profit organization providing training, education, information and collaboration to gift planners to enhance philanthropy in South Florida.

Our Mission is to:

  • Provide opportunities for members and other participants to increase and improve their skills and knowledge regarding charitable planned giving through regular meetings seminars and other programs.

  • Cooperate and support joint meetings with organizations and professional groups in related fields.

  • Foster networking between professionals in related fields and charitable institutions, through meetings, programs and written communications.

  • Support and expand our LEAVE A LEGACY® Program

Membership

Membership in the PPPMiami includes any person who shows a significant interest in charitable planned giving and belongs to one of the following professional categories:

  • Development Officers or representatives working for any group which qualifies as a tax-exempt organization under the Internal Revenue Code 501 (c) (3), and maintains this status annually

  • Financial planners licensed as Certified Financial Planners (CFP) or Chartered Financial Consultants (ChFC)

  • Consultants to any group, which qualifies as a tax-exempt organization under the Internal Revenue Code 501 (c) (3), and maintains this status annually

  • Members of the Florida Bar Members of the Florida Accountants Association or American Institute of Certified Public Accountants

  • Trust Officers or other representatives of financial institutions maintaining trust departments in the State of Florida

  • Life insurance agents who are members of the National Association of Life Underwriters and licensed in the State of Florida

  • Securities representatives licensed with the New York Stock Exchange and licensed in the State of Florida

  • Licensed real estate professionals

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