INDIVIDUAL

1. An individual member must pay Partnership dues. Two categories of dues exist for Partnership individual members, one for individuals who also belong to a Partnership-affiliated planned giving council and a higher amount for individuals who do not belong to a Partnership planned giving council.
   
   
2. An individual member must be committed and consistently adhere to the objectives, philosophies, policies and procedures of the Partnership. As evidence of that commitment, the Partnership requires individual members to subscribe to its ethics code, the Model Standards of Practice for the Charitable Gift Planner. The high standard of conduct described in the Model Standards serves as a reference for individuals in day-to-day gift planning practice and as an important statement of our philosophical position as a profession.

To join the Partnership as an individual member, please click here.

COUNCIL AND PROVISIONAL COUNCIL

There are two categories of council membership, provisional and council. Provisional members are certain councils on planned giving who have applied for council membership and have yet to meet all membership requirements for council membership. Provisional members have all rights and benefits of council members except provisional members have no voting rights and members of provisional councils cannot serve on the Partnership Board of Directors or Partnership committees.

To achieve full council membership status, a provisional member must meet the following membership criteria:

1. When a council has at least 15 members, the Partnership must initiate the process to bring the council to full membership. If a council’s membership drops below 15, the council’s status will revert to provisional for a maximum of one year, during which the Partnership will provide membership recruitment and retention assistance.
   
   
2. A council must have 15 paid-up members to be in dues compliance according to the provisions set forth in the Partnership’s Dues Procedures.
   
   
3. A council must be committed and consistently adhere to the objectives, philosophies, policies, and procedures of the Partnership. Commitment to these ideals should be evidenced by the council’s mission statement and/or bylaws and activities.
   
   The Partnership requires council ratification of the Model Standards of Practice for the Charitable Gift Planner, the Partnerships ethics code. The high standard of conduct described in the Model Standards serves as a reference for individuals in day-to-day gift planning practice and as an important statement of our philosophical position as a profession.
   
   
4. Effective June 30, 1998, new Partnership council membership will be granted only to geographically-based councils on planned giving whose membership meets on a regular basis.
   
   
5. A council may be granted provisional status upon its initial application for Partnership membership. Provisional status will be granted to a council:
   
     -with a minimum of three members
     -with an application fee of $100
     -for a maximum of one year
   
   
6. A provisional council with 15 or more members may be granted full council affiliation upon compliance with all Partnership council membership criteria, as determined through review by the Partnership President and CEO, and/or Membership Operations Manager.
   
   
7. Questions concerning council membership status or criteria compliance will be addressed by the Membership Operations Manager and reviewed by the Partnership Board of Directors. The Board of Directors shall have the authority to enforce these criteria and take action as deemed appropriate, in accordance with the Partnership’s bylaws.