Ethics & Standards

In a field that encompasses many disciplines, a Partnership for Philanthropic Planning membership is an important gift planning credential. Ethical practice is a hallmark of professionalism, and Partnership members subscribe to the highest standards of competence and collaboration.

Model Standards of Practice for the Charitable Gift Planner, click here.

Charitable Life Insurance Evaluation Guidelines, click here.

Valuation Standards for Charitable Planned Gifts, click here.

Guidelines for Reporting and Counting Charitable Gifts, click here.

Competence & Professionalism: Gift Planning Compensation

Click here to view, Competence & Professionalism: Gift Planning Compensation. This article examines the Partnership for Philanthropic Planning's Model Standards of Practice for the Charitable Gift Planner and its practical application to the compensation of gift planners. To view The Model Standards for the Charitable Gift Planner, click here.