Council is the
premier professional association for people whose work includes developing, marketing and administering
charitable planned gifts. Our members include estate planning and tax attorneys, accountants, bank trust officers, financial advisors and
consultants, plus representatives of nonprofit organizations and institutions.
We are a non profit organization affiliated with the
Partnership for Philanthropic Planning
and ascribe to its Code of Ethics. The Council is education focused, featuring interesting and knowledgeable speakers of interest to members and guests at each of its regular luncheon meetings and fosters the exchange of ideas through networking and partnerships.
We hope you will find our web site to be a useful resource. Inside you will find information about our upcoming programs and events, as well as links to a variety of resources and information on planned giving, and some of the federal regulations and changing tax laws
affecting charitable gifts.
We encourage your participation in our dynamic Council to help to increase your effectiveness as a member of the gift planning community.