About PPPSA

PPPSA is committed to presenting top quality programs featuring engaging and authoritative speakers. Through regular monthly meetings and special periodic workshops, members expand their understanding of a broad range of topics such as:

  • Values and family dynamics related to wealth transfer
  • Family foundations, supporting organizations and donor-directed funds
  • Tax updates and pending legislation
  • Gifts of real property and non-traditional assets
  • Succession planning for entrepreneurial donors
  • Case studies of planning techniques
  • Gift options related to qualified retirement plans
  • Calendar of Upcoming Events

Why Join The PPPSA?

PPPSA serves both non-profit and the allied-professional, whether new to the field or with many years of experience. PPPSA members are also members of the regional LEAVE A LEGACY® program, a community-based program designed to encourage people from all walks of life to make gifts through their wills or other planned giving vehicles.

Membership in the Partnership for Philanthropic Planning San Antonio also includes membership in LAL, which provides both non-profit and allied professionals access to numerous resources to help them promote planned giving to their constituencies.

PPPSA gives you access to the most experienced and creative minds in gift planning. Learn from others at local programs and the annual national conference, and give donors, clients and charities the benefits of your wisdom.

In a field that encompasses many professions, PPPSA membership is your gift planning source. Become a recognized authority in your workplace and your community, and strengthen the national voice of a gift planning.

PPPSA gives you the opportunity to give something back--to invest in you own career and to help others who need to know about the possibilities of planned giving.

Other benefits of membership in PPPSA include access to and networking opportunities with the best and most experienced Gift Planners in the San Antonio region, opportunities to become a mentor of an experienced Gift Planner, member prices for workshops, luncheons, and other educational opportunities, the association of your organization with a recognizable national program, backed by a national media campaign, use of the LEAVE A LEGACY® logo and other materials, access to our LAL members only resources, brochures for donors, and Speaker's Bureau, participation in special activities, such as a "Write a Will Day", and a periodic letter designed to be included in your newsletter or other donor communications.

Apply for Membership

The Partnership for Philanthropic Planning San Antonio is a dynamic group of non-profit planned giving professionals from academic, health care, religious, social and cultural institutions working with a variety of allied professionals including attorneys, accountants, trust officers, financial planners, insurance representatives and planned giving consultants.

While joint membership in the PPPSA and the Partnership for Philanthropic Planning is encouraged, non-profit and allied professionals may join only the PPPSA and receive all the benefits of the local organization.

If you have questions about PPPSA membership or wish to join, contact Vice President/Membership David Boggan.

APPLY FOR MEMBERSHIP

Download and read the Partnership for Philanthropic Planning San Antonio's Bylaws