Planned Giving Council of Palm Beach County

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Upcoming events

    • 10/11/2022
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
    Register


    October 11, 2022
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council  will have a breakfast meeting on October 11, 2022.  We look forward to welcoming our speaker, Stuart J. Sweet, President, Capitol Analysts Network.  The Topic is: "The Midterm Elections and How It Effects the Charitable Giving Landscape". Make sure to mark your calendars for this informative talk.
      

    OCTOBER SPEAKER


    Stuart J. Sweet 
    President, Capitol Analysts Network

    TOPIC

    "The Midterm Elections and How It Effects
    the Charitable Giving Landscape
    "

    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 October 6, 2022 . 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!  Prorated Membership dues are $200 and you may join online at www.PalmBeachPlannedGiving.org or 2021-2022 Membership Form.

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

    • 11/08/2022
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    November 8, 2022
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council  will have a breakfast meeting on November 8, 2022.  We look forward to welcoming our speaker, Jon Fessel, Senior Vice President, PIMCO.  The Topic is: "Navigating Bear Markets and the Impact on Charitable Giving". This should be an excellent meeting so come join us!
      

    NOVEMBER SPEAKER


     Jon Fessel
    Sr Vice President, PIMCO

    TOPIC

    "Navigating Bear Markets and the 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 3, 2022 . 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!  Prorated Membership dues are $200 and you may join online at www.PalmBeachPlannedGiving.org or 2021-2022 Membership Form.

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

    • 12/13/2022
    • 5:00 PM
    • TBD

    Planned Giving Council


    December 13, 2022

    HOLIDAY COCKTAIL RECEPTION


    Please join us as we celebrate  the Holiday Season with our colleagues!  The Planned Giving Council will gather on December 13th at 5:00 p.m. to enjoy hors d'oeuvres, beverages and our PGC community!  Stay tuned for more information on location.

    TIME

    5:00 - 6:30 p.m.

    LOCATION

    TBD


    Please register for the PGC event by clicking on the "Register" button by December 8, 2022

    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.

    • 01/10/2023
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    January 10, 2022
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council  will have a breakfast meeting on January 10, 2023.  We look forward to welcoming our speaker, Colleen Boyle, Senior Director, Business Development, The Fine Arts Group.  The Topic is: "Monetization Strategies and Appraising Tangible Assets to Support Charitable Endeavors". This will be an exciting talk, so please plan to join us!
      

    JANUARY SPEAKER


     Colleen Boyle,
    Senior Director, Business Development, The Fine Art Group
    Philadelphia, PA

    TOPIC

    "Monetization Strategies and Appraising
    Tangible Assets to Support Charitable Endeavors
    "

    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 5, 2022 . 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!  Prorated Membership dues are $200 and you may join online at www.PalmBeachPlannedGiving.org or 2021-2022 Membership Form.

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

    • 03/14/2023
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    March 14, 2023
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council  will have a breakfast meeting on March 14, 2023. This will be our Annual Meeting where we vote on a board slate for the 2023-2024 season.  We look forward to welcoming our speaker, Joanne Florino, Vice President of Philanthropic Services, The Philanthropy Roundtable.  The Topic is: "Women in Wealth".  Make sure to mark your calendars for this informative talk.
      

    MARCH SPEAKER


    Joanne Florino 
    Vice President of Philanthropic Services,
    The Philanthropy Roundtable

    TOPIC

    "Women in Wealth"

    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 9, 2023. 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!  Prorated Membership dues are $200 and you may join online at www.PalmBeachPlannedGiving.org or 2021-2022 Membership Form.

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

    • 05/09/2023
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    May 9, 2023
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council will have a breakfast meeting on May 9, 2023.  We look forward to welcoming our speaker and past PGCPBC member, Brian Wodar, Principal and Senior Client Advisor, with Bessemer Trust in Naples, FL.  The topic will be: "Where We Stand – The State of the Economy and Investment Markets".
      

    MAY SPEAKER


     Brian Wodar
    Principal and Senior Client Advisor, Bessemer Trust

    TOPIC

    "Where We Stand –
    The State of the Economy and Investment Markets"

    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 4, 2023 . 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!  Prorated Membership dues are $200 and you may join online at www.PalmBeachPlannedGiving.org or 2021-2022 Membership Form.

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

Past events

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


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