About Us

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.


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
American Cancer Society

Mark J. Smith
Vice President


Sam V. Guerin, Jr.
Bank of Texas

Beth Cardwell
Texas Christian University

Barbara Shelton, CFRE
Program Chair
ACH Child and Family Services

Shawn Smith, CFP, MBA, ChFC, APMA
Clearfork Wealth Management

Pat Miller, CFRE
Past President
Fundraising Professional and
Community Volunteer

Harva Kuykendall
Frost Wealth Advisors

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