Planned Giving Council of Palm Beach County

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January 14, 2020 PGC Breakfast Meeting

  • 01/14/2020
  • 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.


January 14, 2019
Planned Giving Council 
Breakfast Meeting

The Planned Giving Council invites you to register for our January 14, 2020, breakfast meeting.  John W. Cullum, CFP, Senior Advisor, Charitable Estate Planning, American Heart Association, will present the topic: "Working with a Charity and Your Client for the ost Successful Gifts".


JANUARY SPEAKER


John W. Cullum, CFP
Senior Advisor, Charitable Estate Planning
American Heart Association

John is a Certified Financial Planner® and has spent his career working with families in making financial decisions based on their needs. After a career in banking, he transitioned to the philanthropic world. He is a charitable estate planning senior advisor for the American Heart Association. John assists advisors as they work with their clients to achieve their financial and philanthropic goals.


TOPIC

"Working with a Charity and Your Client
for the Most Successful Gifts
"

Crafting a gift that is meaningful for your client and meaningful for the charity requires thoughtful conversations and coordination. Using a full balance sheet approach to your client’s philanthropy, we will explore working with different asset classes, working with the charity and your client to build expectations. We will also discuss blended gifts – the use of a current gift enhanced by a planned gift.

LOCATION 

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

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



2019-2020 PLATINUM SPONSOR



Please register for the PGC meeting by clicking on the "Register Now" button by January 9, 2020. 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


Copyright 2019, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org