Planned Giving Council of Palm Beach County

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Upcoming events

    • 10/23/2018
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
    Register

    October 23, 2018

    Planned Giving Council Breakfast Meeting

    SPEAKER 


    Karl Zinsmeister
    Vice President of Publications, 
    The Philanthropy Roundtable, Washington, D.C.

    TITLE

     How Philanthropy Created America, and Can Rescue Us Now”

    Philanthropy in America is a bursting, bubbling impulse that has vital effects on almost every sector of our society. In this lively talk, former White House domestic policy adviser Karl Zinsmeister sketches the unappreciated scope of charitable giving, and argues that without it there would be no America as we know it. Private action to solve public problems is one of the practices that most distinguishes the U.S. from other nations, and it continues to play a crucial role in keeping our communities healthy and our economy burgeoning.


    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


    OCTOBER 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

    • 11/13/2018
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    November 13, 2018
    Planned Giving Council Breakfast Meeting

    SPEAKERS


    Clare G. Golla
    Bernstein Global Wealth Management, Chicago, IL 

    and


    Brian D. Wodar
    Senior Vice President, Financial Advisor
    Bernstein Global Wealth Management, West Palm Beach, FL

    TITLE

    "Donor Success in a Rapidly Changing Landscape
    – Partnering Across Disciplines"

    Whether your donors or clients are seasoned philanthropists or are just embarking on a giving program, there is an abundance of strategies for consideration.  Determining the right fit is a process fraught with potential stumbling blocks. What lessons can professional advisors and development professionals learn from each other to help guide our clients/donors define and achieve success? In this session, we will discuss strategies for strengthening our collective philanthropic ecosystem to better serve our clients and donors, key strategies gaining popularity today, and methods for determining what is likely to meet an individual’s specific requirements for success.


    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

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


    January 8, 2019
    Planned Giving Council Breakfast Meeting

    SPEAKER


    Michael A. Lampert, Esq.
    Florida Bard 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


    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