Planned Giving Council of Palm Beach County

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Upcoming events

    • 11/12/2019
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
    Register


    November 12, 2019
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council invites you to register for our November 12, 2019, breakfast meeting.  Ken Kennerly, Executive Director, The Honda Classic, Palm Beach Gardens, Florida, will speak to our group on "Community Impact Philanthropy".


    NOVEMBER SPEAKER



    Ken Kennerly
    Executive Director, The Honda Classic


    TOPIC

    "Community Impact Philanthropy"


    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



    2019-2020 PLATINUM SPONSOR



    Please register for the PGC meeting by clicking on the "Register Now" button by November 7, 2019. 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

    • 12/10/2019
    • 5:30 PM - 7:30 PM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    December 10, 2019
    Planned Giving Council - Evening Holiday Party

    Please join us as we celebrate the holidays with our colleagues!  The Planned Giving Council will gather at Peggy Adams Animal Rescue League on December 10th from 5:30-7:30 p.m. and enjoy hors d'oeuvres and beverages during this festive time of year.  More details to follow.


    TIME

    5:30 - 7:30 p.m.


    LOCATION 

    Peggy Adams Animal Rescue League

    3100/3200 N. Military Trail

    West Palm Beach, FL  



    2019-2020 PLATINUM SPONSOR



    Please register for the PGC event by clicking on the "Register Now" button by December 3, 2019. Members' event fees 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

    • 01/14/2020
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    January 14, 2019
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council invites you to register for our January 14, 2020, breakfast meeting.  John W. Cullum, CFP, Senior Advisor, Charitable Estate Planning, American Heart Association, will present the topic: "Working with a Charity and Your Client for the ost Successful Gifts".


    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



    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

    • 02/11/2020
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    February 11, 2020
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council invites you to register for our February 11, 2020 breakfast meeting.  Avery Tucker Fontaine, Head of Strategic Philanthropy, BNY Mellon, New York City, NY, will present the topic, "From Philanthropy to Social Investment: A New Way of Giving".


    FEBRUARY SPEAKER


    Avery Tucker Fontaine
    Head of Strategic Philanthropy,
    BNY Mellon, New York, NY

    TOPIC

    "From Philanthropy to Social Investment:
    A New Way of Giving
    "

    As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as “for-purpose” institutions that can aid in identifying opportunities across the investment spectrum.

    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



    2019-2020 PLATINUM SPONSOR



    Please register for the PGC meeting by clicking on the "Register Now" button by February 6, 2019. 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

    • 03/10/2020
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    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



    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!  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

    • 04/14/2020
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    April 14, 2020
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council is finalizing a speaker for the April 14, 2020, breakfast meeting.  This information will be updated as soon as we have everything in place, but save the date in the meantime!


    APRIL SPEAKER





    TOPIC



    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



    2019-2020 PLATINUM SPONSOR



    Please register for the PGC meeting by clicking on the "Register Now" button by April 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

    • 05/12/2020
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    May 12, 2020
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council is finalizing a speaker for the May 12, 2020, breakfast meeting.  We welcome Peggy Calhoun, ACFRE, Senior Principal at Miller, Calhoun & Company, as our guest speaker.  The topic will be “Florida Legacy Giving: Where Will the Next 40 years Take Us?”


    MAY SPEAKER




    Peggy Calhoun, ACFRE,
    Senior Principal,
    Miller, Calhoun & Company

    TOPIC

    “Florida Legacy Giving: Where Will the Next 40 Years Take Us?”

    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



    2019-2020 PLATINUM SPONSOR



    Please register for the PGC meeting by clicking on the "Register Now" button by May 7, 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

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 2019, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org