Planned Giving Council of Palm Beach County

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  • 07/26/2022 12:19 PM | Ron Gallagher (Administrator)

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

    I am honored to be the incoming President of the Planned Giving Council of Palm Beach County and I want to acknowledge the leadership provided by Laurie Carney and the Board during an incredibly uncertain time.

    Our Chapter, and the PGC at large, has never been more relevant and important. I've come to think of the PGC as one very large, diverse, and best in class advisory professional team. A team that provides abundant opportunities to learn, teach, mentor, and share top quality advice. A team that enables us to advocate, brainstorm, give back to our communities, meet, network and socialize with friends and colleagues all over Palm Beach County.

    The changes around us—whether social, political, technological, economic or otherwise—require that we help our clients navigate through new and increasingly complex landscapes, which profoundly impact the companies and organizations we work for and the clients we serve. In many instances, we are responsible to help shape these new landscapes as trusted advisors to help form and influence the charitable giving in the city we live in today. Our terrific community of professionals, including all our sponsors, is a network on which we all have become increasingly reliant upon when facing new challenges and opportunities.

    I'm proud of our Chapter's resiliency and successes, particularly in providing more opportunities for meaningful engagement of our members and sponsors, introducing new program topics, and providing professional development and outreach opportunities.

    In the year ahead, we will continue these initiatives, as well as add programming designed to stimulate conversation and drive professional development with the hope of continuing to build a vibrant planned giving network in the Palm Beach County area and beyond.

    Thank you members for your continued participation and enthusiasm in our professional community, and sponsors for your incredible support and advice.

  • 07/01/2021 6:50 PM | Ron Gallagher (Administrator)

    Welcome fellow PGC members and future members.

    The 2021-22 season marks a very special time for the Planned Giving Council of Palm Beach County as we celebrate our 40th anniversary of working together to sustain a vibrant, local philanthropic community.

    We believe the strength of this council is in the diversity of our members which includes financial, legal, insurance, tax and non-profit professionals who champion charitable giving among their clients and donors. Our meetings serve as opportunities to network, share expertise, collaborate and learn. Each month we feature a distinguished regional or national professional speaker(s) known for their expertise in estate and tax planning, financial planning and charitable giving.

    We meet the second Tuesday of the month, September through May (excluding December when we enjoy an evening holiday party) from 7:45 a.m. – 9:30 a.m. at the Embassy Suites, 1601 Belvedere Road, West Palm Beach. Guests are welcome to attend the monthly breakfast meetings for a fee of $40.

    Membership information and sponsorship opportunities are conveniently located on this website. All breakfasts, a holiday party, and this year – a season kick-off cocktail party are included in the benefits of membership. We offer continuing education credits with all speakers, a great deal which allows you to start your day with renewed enthusiasm for the important work we do.

    We invite you to join us as we look forward to the year ahead!

    With warm regards,

    Laurie M. Carney, MPA, CAP®


  • 12/03/2019 3:21 PM | Sherry Schattie (Administrator)
  • 07/31/2018 11:33 AM | Ron Gallagher (Administrator)

    Greetings fellow PGC members and future members.

    Now in our 38th year, the new 2019-2020 season of Planned Giving Council of Palm Beach County will once again provide a forum for sharing of knowledge in the planned giving philanthropic community with representatives from financial, legal, real estate, Insurance, tax, non-profit executives, and more.

    We welcome members and guests to attend our monthly breakfast meetings which are usually held on the second Tuesday of the month, September to May (excluding December) from 7:45 am to 9:30 am. We meet at the Embassy Suites, 1601 Belvedere Road, West Palm Beach, Florida 33406. 

    The guest fee for each breakfast is $40 but when you join the Council for $250 a year, all breakfasts are included in the membership!

    We have a great line up of speakers and topics for the new 2019-2020 season – and we hope to see everyone for great networking and learning opportunities!

    Looking forward to seeing everyone at the breakfast meetings and especially our first meeting on September 10, 2019!

    Let’s continue in the new season to promote charitable giving in the community!

    Regards,

    Robin J. King, Esq.


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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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