Planned Giving Council of Palm Beach County

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Upcoming events

    • 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 lilfe can flow naturally into a death that honors it and reflects the values and beliefs of a lifetime."
    (quote by Barbara Coombs 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


    MARCH SPONSORS




    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