January 14, 2019
Planned Giving Council Breakfast Meeting

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

JANUARY SPONSOR

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