Planned Giving Council of Palm Beach County

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  • 03/22/2018 11:42 AM | Sherry Schattie (Administrator)

    Planned Giving Council of Palm Beach County is happy to present out 3rd edition of "Eye on Philanthropy".  Please click on the link below to read the issue.

    March 2018 Eye on Philanthropy Newsletter

  • 01/05/2018 11:40 AM | Sherry Schattie (Administrator)

    January 2018 Newsletter: Eye on Philanthropy at Planned Giving Council of Palm Beach County

    This month we celebrate our 36th year of doing what we do best–to provide a forum for the sharing of knowledge among a network of high-level professionals in the legal, wealth management, tax, insurance...

    Click here to download/review the January, 2018 newsletter


  • 12/04/2017 5:18 PM | Ronald Gallagher (Administrator)

    Now in our 35th Year, the Planned Giving Council of Palm Beach County Council provides a forum for the sharing of knowledge among a network of high-level professionals and nonprofit executives who champion and practice philanthropic advisory services in our community.

    Guest are welcome to attend our monthly breakfast meetings held on the second Tuesday of the month, September to May (excluding December) from 7:45 am to 9:30 am at the Embassy Suites, Belvedere Road, West Palm Beach, Fl. The guest fee is $40.00. We invite you to network with old and new friends and to hear from our outstanding speakers. Information regarding the benefits of a yearly membership as well as sponsorship opportunities is conveniently located on this web site.

    We invite you to share in our mission to “promote and provided increased charitable giving in our community” and to enjoy the synergy of networking and learning with your colleagues from the legal, financial, insurance, tax, and non-profit sectors. I look forward to greeting you at our next breakfast meeting.

    Carpe Diem,

    Margaret May Damen


  • 09/06/2017 9:58 AM | Sherry Schattie (Administrator)

    Eye on Philanthropy at Planned Giving Council of Palm Beach County - August 2017.

    CLICK HERE to download and read the latest newsletter!

    Welcome to the 2017-2108 Council’s sensational season of dynamic speakers and timely topics. Kudos to Laurie Carney, Dianne Bruce and

    the entire PGC Board for their hard work during the summer. A special thank you to our loyal sponsors for their support of our important mission, “to further the education of our members, the professional

    With the publication of this inaugural issue of our quarterly newsletter, the Council opens up a new platform for its members to share valuable philanthropic insight and resources that are available in our community. I invite you to participate in future issues with your news for the greater good of all. As a Council member, you have a unique your clients and donors to experience the joy of giving wisely to the causes they passionately wish to support with current and legacy gifts of their time, talent and treasure.

    Carpe Diem,

    Margaret May Damen, CFP®, CLU®, ChFC®, CAP®


  • 09/04/2017 12:20 PM | Sherry Schattie (Administrator)

    DEAR COLLEAGUES

    by: Margaret May Damen, CFP®, CLU®, ChFC®, CAP®,

    Presidents Message:

    It’s time to renew your 2017-2018 membership to the Planned Giving Council of Palm Beach County. The Membership Renewal Application is attached and payment of dues is greatly appreciated before August 15, 2017.

    Our past season was a huge success with timely topics, note-worthy speakers, and many new sponsors. We look forward to next season and the continued opportunities to network with old and new friends and to hear from our outstanding speakers.

    Next season’s programming, spearheaded by Laurie Carney and Dianne Bruce, will provide us with topics and trends relevant to our work in the philanthropic community.

    Save the date for our opening breakfast meeting at Embassy Suites on Tuesday, September 12, 2017 at 7:45 AM. Please review the 2017-2018 meeting schedule and reserve the dates on your calendar!

    Our exclusive sponsorship opportunities (some of which include a fully paid membership, web site features, and social media links) are outlined in the attached Sponsor Application. We appreciate your continued support and thank you for furthering the Planned Giving Council’s mission to “promote and provide increased charitable giving in our community.”

    Take a moment to renew your membership before August 15, 2017 and together we will look forward to another fantastic season! Don’t hesitate to ask a colleague to join our Council - they will thank you!

    Best regards,

    Margaret May Damen


OUR COUNCIL

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


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.

CONTACT US

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


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