March 10, 2020
Planned Giving Council Breakfast Meeting
ANNUAL MEETING
The Planned Giving Council is finalizing a speaker for the March 10, 2020, breakfast meeting. Our speaker for March is Peter A. Sachs, Shareholder, Jones Foster, P.A., West Palm Beach. Peter will be speaking to us on "Understanding the Diminishing Capacity of Donors and Clients within Philanthropy".
MARCH SPEAKER
Peter A. Sachs,
Shareholder, Jones Foster, P.A., West Palm Beach, FL
TOPIC
“Understanding the Diminishing Capacity
of Donors and Clients within Philanthropy”
Understanding the lack of capacity/undue influence/duress challenges to charitable gifts or bequests. The speaker would discuss lifetime planning precautions and post-death probate court proceedings from both the charity’s and the non-charitable beneficiary’s perspectives. Case studies will be discussed and welcomed.
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
MARCH SPONSOR
2019-2020 PLATINUM SPONSOR
Please register for the PGC meeting by clicking on the "Register Now" button by March 5, 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! Prorated Membership dues that include all meetings through May are $150 and you may join online at www.PalmBeachPlannedGiving.org or click here for a Prorated Membership form.
Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
Planned Giving Council of Palm Beach County