Planned Giving Council of Palm Beach County

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Upcoming events

    • 01/08/2019
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
    Register


    January 8, 2019
    Planned Giving Council Breakfast Meeting

    SPEAKER


    Michael A. Lampert, Esq.
    Florida Bar Board Certified Tax Attorney

    TITLE

    "Ethics Issues for Exempt Organizations and Planned Giving"

    Informative talk on ethics and issues related to planned giving for donors and clients. Opportunity for professionals to consider real-life situations, fact patterns and questions in determining effective decision making.


    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


    2018-2019 PLATINUM SPONSOR



    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

    • 02/12/2019
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    February 12, 2019
    Planned Giving Council Breakfast Meeting

    SPEAKERS


    January Romero Reissman,
    Executive Director, Palm Beach Philanthropy Tank



    Evan Deoul, Sr. Managing Director, 
    Bernstein Global Wealth Management
    & Co-Founder, Palm Beach Philanthropy Tank, West Palm Beach


    TITLE

    "Empowering Young Philanthropists to Become Changemakers"

    Panel discussion with philanthropists on intergenerational philanthropy and the importance of empowering, amplifying and mentoring youth involvement and voice.

    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


    2018-2019 PLATINUM SPONSOR



    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

    • 03/12/2019
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    March 12, 2019
    Planned Giving Council Breakfast Meeting

    SPEAKER


    Barbara Coombs Lee,
    President, Compassion & Choices, Denver, CO 


    TITLE

    "Life and Legacy: Having Comfortable Conversations About
    End-of-Life Decisions and How This Can Lead to a Legacy Gift
    "

    Living well and dying well are inseparable. The ingredients are the same,
    and—with courage and intention—a well-lived life can flow naturally into a death that honors it and reflects the values and beliefs of a lifetime.”
    (quote by Barbara Combs Lee)

    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


    2018-2019 PLATINUM SPONSOR



    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

    • 04/09/2019
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    April 9, 2019
    Planned Giving Council Breakfast Meeting

    SPEAKER


    Arlene D. Schiff,
    National Director, Life & Legacy, Ahawam, MA  
     


    TITLE

    "Why Legacy, Why Now?
    Establishing Your Organization's Legacy Plan
    "

    Similar to a strategic plan, a thoughtful, well-crafted and well-executed Legacy Plan can be the foundation of your organization's long-term success. Building a Planned Giving Program offers opportunities to steward donors and secure legacy donors.

    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


    2018-2019 PLATINUM SPONSOR



    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

    • 05/14/2019
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    May 14, 2019
    Planned Giving Council Breakfast Meeting

    SPEAKER


    Bryan K. Clontz,
    President and Co-Founder, Charitable Solutions, LLC, Jacksonville, FL
     
     


    TITLE

    "Creative Charitable Planning with Noncash Assets"

    Bryan will cover how to maximize donor/client deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets.  Noncash assets are estimated to be a 50 trillion+ market.  This highly interactive session will employ case studies to illuminate key points.

    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


    2018-2019 PLATINUM SPONSOR



    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 2018, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org