About Us

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The mission of the Partnership for Philanthropic Planning (PPP) is to increase the quality of charitable planned gifts by serving as the voice and professional resource for the gift planning community.

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The Partnership for Philanthropic Planning helps maximize the value of charitable giving for nonprofit organizations and donors by helping:
  • Fundraising Professionals provide the most meaningful charitable giving experience for donors
  • Financial Planning Professionals provide their clients with excellent advice on charitable giving and estate planning
  • Nonprofit Managers and Trustees better accomplish the missions of their organizations through meaningful philanthropic planning

Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.

Originally created in 1988 as the National Committee on Planned Giving (NCPG), the Partnership for Philanthropic Planning (the Partnership) is a 501(c)(3) public charity whose mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.

Click here to visit the national PPP website.
Lone Star Council
Board of Directors

Joni Hart
President
American Cancer Society
joni.hart@cancer.org


Mark J. Smith
Vice President

mjasny@charter.net


Sam V. Guerin, Jr.
Secretary
Bank of Texas
sguerin@bankoftexas.com


Beth Cardwell
Treasurer
Texas Christian University
b.cardwell@tcu.edu


Barbara Shelton, CFRE
Program Chair
ACH Child and Family Services
Barbara.Shelton@achservices.org


Shawn Smith, CFP, MBA, ChFC, APMA
Membership
Clearfork Wealth Management
shawn.d.smith@ampf.com


Pat Miller, CFRE
Past President
Fundraising Professional and
Community Volunteer
pmillertx04@gmail.com


Harva Kuykendall
Member-At-Large
Frost Wealth Advisors
harva.kuykendall@frostbank.com












Thank you to our sponsors

American Cancer Society

Bakutis, McCully & Sawyer, P.C.

Bank of Texas, The Private Bank

Bourland, Wall & Wenzel, P.C.

CliftonLarsonAllen LLP

First Financial Trust & Asset
Management Company, NA

Frost Wealth Advisors

McDonald Sanders, P.C.

Southwest Bank

Texas Christian University

The Stelter Company

Wells Fargo Private Bank