Planned Giving Council of Palm Beach County

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September 18, 2018 OPENING BREAKFAST MEETING

  • 09/18/2018
  • 7:45 AM - 9:30 AM
  • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

Registration

  • We welcome all guests! Guest fees are $40 per guest. Come see what Planned Giving Council is all about!
  • Please RSVP for the PGC meeting now. Members' breakfasts are included in their membership dues. Guests are $40 each.

Registration is closed

Dear PGC Members and Friends,

We have an exciting year planned for you at Planned Giving Council of Palm Beach County!  Please join us for our Opening Breakfast Meeting on September 18, 2018, featuring Claudia SangsterSenior Vice President and Director, Family Education and GovernanceNorthern Trust Wealth Management, Los Angeles, CA.  


September 18, 2018 Opening Breakfast Meeting

SPEAKER 


Claudia Sangster
Senior Vice President and Director, Family Education and Governance
Northern Trust Wealth Management, Los Angeles, CA

TOPIC

"Philanthropy & Wealth:  Stewardship for Affluent Families"

When it comes to philanthropy planning for affluent families, the phrase, “One size fits all” is not applicable.  Families of wealth may have one thing in common—wealth—but that may be the only commonality because families are comprised of individuals who have differing goals, objectives, personalities, backgrounds, passions and types of assets that comprise the wealth.  Philanthropic Advisors have an array of vehicles to present to such families so which ones should be featured to such donors?  This interactive session will look at the most common vehicles found in the philanthropic portfolios of families based on the level of wealth and what factors moved these donors/clients to choose the vehicles they selected.

Additionally, this session will provide some “clues” on finding donors and featuring the benefits of planned giving.  Get your “hunting gear” out—it is time to hunt for donors who are in need of the solutions you have to meet their objectives and your organization’s fundraising needs.

LOCATION 

Embassy Suites - WPB Airport
1601 Belvedere Rd., West Palm Beach, FL

RSVP by September 12 , 2018!

Networking & Breakfast:  7:45-8:05 am
Welcome & Introductions:  8:05-8:30 am
Program:  8:30-9:15 am
Close & Announcements:  9:15-9:30 am


2018-2019 PLATINUM SPONSOR


Please register for the PGC meeting by clicking on the "Register Now" button by September 12th. Members' breakfasts are included in their membership dues. Guest fees are $40, so come see what Planned Giving Council is all about! 

If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you!  Membership dues are $250 and you may join online at www.PalmBeachPlannedGiving.org or click here for a Membership Form to mail.

Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

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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