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Planned Giving Council of Palm Beach County

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Welcome to the Planned Giving Council of Palm Beach County!

The Planned Giving Council of Palm Beach County is a network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all. The local Council is affiliated with the National Association of Charitable Gift Planners.

The Objectives of the Council are:

  1. To further the education of its members, the professional community and the general public in the field of charitable giving;
  2. To promote increased charitable giving from the general public;
  3. To promote cooperation and to foster a better understanding pf the proper relationship among professional charitable giving planners.

Our membership includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.

Sponsorships are available to promote your business or organization while supporting the Planned Giving Council's objectives.  There are four levels of sponsorship to choose from with varying benefits. 

The Council provides a collaborative venue where non-profit and for-profit professionals learn from their colleagues as well as expand their knowledge of timely philanthropic trends beneficial to their career, and to their donors and clients goals.

Monthly breakfast meetings held between September and May provide a forum for members and guests to learn from prominent speakers and to network with professionals who have a role in designing and implementing philanthropic plans.  

Our Board of Directors is representative of the many disciplines of the professionals who serve the community as resource for the development, marketing and administration of charitable gift planning in Palm Beach County.

We welcome new members and invite you to join, share your expertise, and become part of this pace-setting educational organization.

President's Message

Planned Giving Members, Prospective Members, Sponsors, and Friends,

I am honored to be returning as President of the Planned Giving Council of Palm Beach County for another season.

Our Chapter, along with the PGC as a whole, is more relevant than ever. We are a diverse and highly skilled advisory team, offering abundant opportunities for learning, mentorship, and sharing top-quality advice. Together, we navigate the complex landscapes shaped by social, political, technological, and economic changes, ensuring we serve...

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Membership

Join Us! We look forward to a wonderful season, working together to educate, promote and foster a greater awareness of planned giving.

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We offer Individual Regular Council Membership and Sponsorship Membership levels of Gold and Platinum.

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Our Gold Sponsors

 


 

OUR COUNCIL

A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.

OUR MEMBERSHIP

Non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance pros, and philanthropic advisors and consultants.

CONTACT US

6671 W. Indiantown Rd. #50-194
Jupiter, FL 33458


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