• Calendar

    View or download the 2016-17 calendar   January 17, 2017 Location: Embassy Suites, West Palm Beach Time: 7:45-9:30 a.m. Speaker: …

  • Membership

    Annual dues of $250 include the cost of breakfast meetings. For application information, please email Sherry Schattie at Admin@PalmBeachPlannedGiving.org. Planned…

  • Sponsors

    June 2017-May 2018 Sponsorship Payment Information: Commitment Deadline is August 15, 2017 to receive all benefits at your level of…


by: Stephen Zaloom, J.D. LL.M. CAP®,

Welcome to the Planned Giving Council of Palm Beach County, our area’s leading association for professionals promoting philanthropic planning. Our membership is interdisciplinary, ranging from representatives and development officers from charitable and non-profit organizations, to attorneys, insurance experts, financial advisors, accountants, and other professionals who provide time or services to the planned giving sector.

Our mission is to increase the quality and quantity of charitable giving in Palm Beach County and the surrounding area by providing our members with utile educational programs, industry updates and networking and relationship building among our members.

As an affiliate to the national Partnership for Philanthropic Planning, our council is interconnected to a larger community of like-minded organizations throughout the United States. We invite any interested professionals to join us and participate in our continuing dialogue on philanthropy.

Our Gold Sponsors

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Our Silver Sponsors

Our Bronze Sponsors


Upcoming Speakers