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• September 10, 2019 PGC Opening Breakfast Meeting

  • When
    09/10/2019
  •  
    7:45 AM - 9:30 AM
  • Location
    Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

  Register

  
  

  September 10, 2019
  Planned Giving Council

  Opening Breakfast Meeting

  Dear PGC Members and Friends,

  We have an exciting year planned for you at Planned Giving Council of Palm Beach County!  Please join us for our Opening Breakfast Meeting on September 10, 2019. If you have not renewed your membership or would like to join us for the first time, please go to our website and sign up before our first meeting.

  MEMBERSHIP or SPONSORSHIPS - JOIN OR RENEW

  This will be our first meeting for the 2019-2020 Planned Giving Council season, and what a great speaker for our opening meeting!  Heather A. George, Co-Head of Family Engagement Services, AB-Bernstein Private Wealth Management, will be with us from Chicago, IL.  The topic will be "Achieving Family Engagement Through Philanthropy".

  
  

  SEPTEMBER SPEAKER

  
  

  Heather A.George, 
  Co-Head of Family Engagement Services, AB-Bernstein Private Wealth Management. Chicago, IL  

  TOPIC

  "Achieving Family Engagement Through Philanthropy"

  Heather will give a presentation that highlights how to achieve family cohesion and engagement through a common focus on philanthropy and legacy. Insights and best practices for helping families develop a multigenerational approach to philanthropy and to tracking their impact over time will be discussed.

  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 September 5th. 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

  Show details
• October 8, 2019 PGC Breakfast Meeting

  • When
    10/08/2019
  •  
    7:45 AM - 9:30 AM
  • Location
    Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

  
  

  October 8, 2019
  Planned Giving Council Breakfast Meeting

  The Planned Giving Council 2019-2020 season is off to a great start and we are please to feature a panel of industry professionals for our October 8th breakfast meeting.  Keith Braun, Esq., Comiter, Singer, Baseman & Braun, Joel Yudenfreund, J.D., CPA, Stifel Investment Services, and Rich Anderson, Peggy Adams Animal Rescue League, will all weigh in on our topic, "Thinking Ahead for Year End Tax Planning: A Panel Discussion".

  
  

  OCTOBER INDUSTRY PROFESSIONAL PANEL

  
  

  
  

  Keith Braun, Esq.
  Comiter, Singer, Baseman & Braun

  
  

  
  

  Joel Yudenfreund, J.D., CPA
  Stifel Investment Services

  
  

  
  

  Rich Anderson
  Peggy Adams Animal Rescue League
  

  
  

  TOPIC

  "Thinking Ahead for Year End Tax Planning: A Panel Discussion"

  
  

  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 October 3, 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

  Show details
• November 12, 2019 PGC Breakfast Meeting

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

  
  

  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

  Show details
• December 10, 2019 - Evening Holiday Party

  • When
    12/10/2019
  •  
    5:30 PM - 7:30 PM
  • Location
    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

  Show details
• January 14, 2020 PGC Breakfast Meeting

  • When
    01/14/2020
  •  
    7:45 AM - 9:30 AM
  • Location
    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

  Show details
• February 11, 2020 PGC Breakfast Meeting

  • When
    02/11/2020
  •  
    7:45 AM - 9:30 AM
  • Location
    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

  Show details
• March 10, 2020 PGC Breakfast Meeting

  • When
    03/10/2020
  •  
    7:45 AM - 9:30 AM
  • Location
    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

  Show details
• April 14, 2020 PGC Breakfast Meeting

  • When
    04/14/2020
  •  
    7:45 AM - 9:30 AM
  • Location
    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

  Show details
• May 12, 2020 PGC Breakfast Meeting

  • When
    05/12/2020
  •  
    7:45 AM - 9:30 AM
  • Location
    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

  Show details