March 9, 2021
Planned Giving Council Meeting
Planned Giving Council of Palm Beach County is looking forward to our 2021 Annual Meeting where we will elect our new Board for the 2020-2021 season. This brief meeting will take place on March 9, 2021, immediately prior to our featured presentation. Please click on the link below to review the slate of officers and directors that the current board is recommending to serve your council for the upcoming season. We would like to expand the board, so if any member is interested in joining our leadership, please contact Laurie Carney or Sherry Schattie.
2021-2022 Board Nominees
“Family Dynamics & Philanthropy”
Philanthropy is an important aspect of legacy and wealth planning for many of our clients/donors, but family dynamics and communication challenges can hinder a family's ability to work together effectively. Through case vignettes, the presentation will explore how well-designed governance systems can improve family dynamics and increase the effectiveness and satisfaction of family philanthropy.
Caroline W. Hodkinson,
Director of Philanthropic Advisory,Bessemer Trust, New York, NY
Networking 8:15 a.m. - 8:30 a.m.
Meeting & Presentation - 8:30 a.m. - 9:45 a.m.
A link to the meeting will be sent out prior to the event to all registrants. Please be on the lookout for an email from Planned Giving Council of Palm Beach County a few days prior to the webinar.
2020-2021 PLATINUM SPONSOR
A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.
includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.
6671 W. Indiantown Rd. #50-194Jupiter, FL 33458
Copyright 2022, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org