Menu
Log in

Planned Giving Council of Palm Beach County

Log in

Upcoming events

    • 11/12/2024
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    November 12, 2024
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council will have their November breakfast meeting on Tuesday, November 12th.  Come join us as we discuss what you should be talking to clients and donors about regarding sunsetting IRS rules and their impact on charitable giving. 

     NOVEMBER SPEAKER

    Sarah Gaymon, CPA
    Berkowitz Pollack Brant

    TOPIC

    “Sunsetting IRS Rules and Their Impact on Charitable Giving


    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


     Please register for the PGC meeting by clicking on the "Register Now" button by November 8, 2024
    . 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!  Regular Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org or complete the Membership Application.

    Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

    • 12/04/2024
    • 5:30 PM - 7:30 PM
    • Loggerhead Marlinelife Center, 14200 US Hwy 1, Juno Beach, FL 33408

    Planned Giving Council
    and
    Palm Beach County Estate Planning Council

    December 4, 2024

    HOLIDAY COCKTAIL RECEPTION


    Please join us as we celebrate the Holiday Season with our colleagues from Palm Beach County Estate Planning Council.  We will gather on Wednesday, December 4th at 5:30 p.m. to enjoy hors d'oeuvres, beverages and networking at the beautiful Loggerhead Marlinelife Center!  Let's get this party started!

    TIME

    5:30 - 7:30 p.m.

    LOCATION


    Loggerhead Marinelife Center
    14200 US Hwy 1
    Juno Beach, FL 33408

    Please register for the PGC event by clicking on the "Register" button by December 1, 2024

    If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you!  Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org.

    • 01/14/2025
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    January 14, 2024
    Planned Giving Council 
    Breakfast Meeting

    Happy New Year!  The Planned Giving Council will have their next breakfast meeting on Tuesday, January 14, 2025.  Come join us as we learn about the market outlook as the new year begins.

     JANUARY SPEAKER

    Mike Arone
    State Street Global Advisors

    TOPIC

    “Market Update for 2025”

    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


     Please register for the PGC meeting by clicking on the "Register Now" button by January 10, 2025
    . 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!  Regular Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org or complete the Membership Application.

    Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

    • 02/11/2025
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    February 11, 2025
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council will have their February breakfast meeting on Tuesday, February 11th.  Carly Evans will be speaking about Donor Advised Funds (DAFs) and the updates on policies surrounding them.  Come learn what's new with DAFs.

     FEBRUARY SPEAKER

    Carly Evans,
    Strategic Growth Advisor, RenPSG

    TOPIC

    Donor Advised Funds (DAFs)
    and Policy Updates

    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


     Please register for the PGC meeting by clicking on the "Register Now" button by February 7, 2025
    . 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!  Regular Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org or complete the Membership Application.

    Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

    • 03/11/2025
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    March 11, 2025
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council will have a breakfast meeting on Tuesday, March 11, 2025.  Come join us as we hear from Austin Burkett, President of Marine Industries Association of Palm Beach County.  Austin will be discussing the community impact the annual Palm Beach International Boat Show has on our area.

     MARCH SPEAKER

    Austin Burkett
    President,
    Marine Industries Association of Palm Beach County

    TOPIC

    “Palm Beach International Boat Show
    and Its Impact on the Community”


    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


     Please register for the PGC meeting by clicking on the "Register Now" button by March 7, 2025
    . 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!  Regular Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org or complete the Membership Application.

    Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

    • 04/08/2025
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    April 8, 2025
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council will have a breakfast meeting on Tuesday, April 8, 2025.  We are working on a special meeting for you with details to be solidified shortly.  Stay tuned!

     APRIL SPEAKER

    TBD

    TOPIC

    TBD

    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


     Please register for the PGC meeting by clicking on the "Register Now" button by April 4, 2025
    . 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!  Regular Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org or complete the Membership Application.

    Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

    • 05/13/2025
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    May 13, 2025
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council will have a breakfast meeting on Tuesday, May 13, 2025.  This month we will welcome Nicki Packer with Wells Fargo Wealth and Investment Management.  Nicki's topic will be Storytelling in Philanthropy.

     MARCH SPEAKER

    Nicki Packer, CAP®
    Senior Philanthropic Advisor,
    Wells Fargo Wealth and Investment Management

    TOPIC

    "Storytelling in 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


     Please register for the PGC meeting by clicking on the "Register Now" button by May 9, 2025
    . 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!  Regular Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org or complete the Membership Application.

    Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

Past events

10/22/2024 October 22, 2024 PGC Breakfast Meeting
09/10/2024 September 10, 2024 PGC Breakfast Meeting
05/14/2024 May 14, 2024 PGC Breakfast Meeting
04/09/2024 April 9, 2024 PGC Breakfast Meeting
03/12/2024 March 12, 2024 PGC Breakfast Meeting
02/13/2024 February 13, 2024 PGC Breakfast Meeting
01/09/2024 January 9, 2024 PGC Breakfast Meeting
12/05/2023 PGC Holiday Cocktail Reception
11/14/2023 November 14, 2023 PGC Breakfast Meeting
10/10/2023 October 10, 2023 PGC Breakfast Meeting
09/12/2023 September 12, 2023 PGC Breakfast Meeting
05/09/2023 May 9, 2022 PGC Breakfast Meeting
04/11/2023 April 11, 2023 PGC Breakfast Meeting
03/14/2023 March 14, 2023 PGC Breakfast Meeting
02/14/2023 February 14, 2023 PGC Breakfast Meeting
01/10/2023 January 10, 2023 PGC Breakfast Meeting
12/13/2022 PGC Holiday Cocktail Reception
11/08/2022 November 8, 2022 PGC Breakfast Meeting
10/11/2022 October 11, 2022 PGC Breakfast Meeting
09/13/2022 PGC Season Kick-off Cocktail Reception
05/10/2022 May 10, 2022 PGC Breakfast Meeting
04/12/2022 April 12, 2022 PGC Breakfast Meeting
03/08/2022 March 8, 2022 PGC Breakfast Meeting
02/08/2022 February 8, 2022 PGC Breakfast Meeting
01/11/2022 January 11, 2022 PGC Breakfast Meeting
12/14/2021 PGC Holiday Cocktail Reception
11/09/2021 November 9, 2021 PGC Breakfast Meeting
10/12/2021 October 12, 2021 PGC Breakfast Meeting
09/14/2021 PGC Season Kick-off Cocktail Reception - POSTPONED
05/11/2021 May 11, 2021 PGC & AFPPBC Joint Zoom Meeting
04/13/2021 April 13, 2021 PGC Zoom Meeting
03/09/2021 March 9, 2021 PGC Zoom Meeting
02/09/2021 February 9, 2021 PGC Zoom Meeting
01/12/2021 January 12, 2021 PGC Zoom
12/16/2020 December 16, 2020 VIRTUAL WINE TASTING EVENT!
11/10/2020 November 10, 2020 PGC Zoom Meeting
10/13/2020 October 13, 2020 PGC Zoom Webinar
09/08/2020 September 8, 2020 PGC Zoom Meeting
06/16/2020 June 16, 2020 PGC Zoom Meeting
05/12/2020 May 12, 2020 PGC Meeting
03/10/2020 March 10, 2020 PGC Breakfast Meeting
02/11/2020 February 11, 2020 PGC Breakfast Meeting
01/14/2020 January 14, 2020 PGC Breakfast Meeting
12/10/2019 December 10, 2019 - Evening Holiday Party
11/12/2019 November 12, 2019 PGC Breakfast Meeting
10/08/2019 October 8, 2019 PGC Breakfast Meeting
09/10/2019 September 10, 2019 PGC Opening Breakfast Meeting
05/14/2019 May 14, 2019 PGC Breakfast Meeting
04/09/2019 April 9, 2019 PGC Breakfast Meeting
03/12/2019 March 12, 2019 PGC Breakfast Meeting
02/12/2019 February 12, 2019 PGC Breakfast Meeting
01/08/2019 January 8, 2019 PGC Breakfast Meeting
12/04/2018 Joint Holiday Party - December 4th
11/13/2018 November 13, 2018 PGC Breakfast Meeting
10/23/2018 October 23, 2018 PGC Breakfast Meeting
09/18/2018 September 18, 2018 OPENING BREAKFAST MEETING
05/08/2018 May 8, 2018 Regular Meeting
04/10/2018 April 10, 2018 Joint Meeting with AFPPBC
03/13/2018 March 13, 2018 (Annual Meeting)
02/13/2018 February 13, 2018 Regular Meeting
01/09/2018 January 9, 2018 Breakfast Meeting
12/05/2017 JOINT HOLIDAY PARTY!
11/14/2017 November 14, 2017 Breakfast Meeting
10/10/2017 October 10, 2017 Regular Meeting. Topic: Gracious Giving.

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 2024, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org