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• October 23, 2018 PGC Breakfast Meeting

  • When
    10/23/2018
  •  
    7:45 AM - 9:30 AM
  • Location
    Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

  Register

  October 23, 2018

  Planned Giving Council Breakfast Meeting

  SPEAKER 

  
  

  Karl Zinsmeister
  Vice President of Publications, 
  The Philanthropy Roundtable, Washington, D.C.

  TITLE

   “How Philanthropy Created America, and Can Rescue Us Now”

  Philanthropy in America is a bursting, bubbling impulse that has vital effects on almost every sector of our society. In this lively talk, former White House domestic policy adviser Karl Zinsmeister sketches the unappreciated scope of charitable giving, and argues that without it there would be no America as we know it. Private action to solve public problems is one of the practices that most distinguishes the U.S. from other nations, and it continues to play a crucial role in keeping our communities healthy and our economy burgeoning.

  
  

  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

  
  

  OCTOBER SPONSOR
  

  
  

  
  

  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

  Show details
• November 13, 2018 PGC Breakfast Meeting

  • When
    11/13/2018
  •  
    7:45 AM - 9:30 AM
  • Location
    Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

  
  

  November 13, 2018
  Planned Giving Council Breakfast Meeting

  SPEAKERS

  
  

  Clare G. Golla
  Bernstein Global Wealth Management, Chicago, IL 

  and

  
  

  Brian D. Wodar
  Senior Vice President, Financial Advisor
  Bernstein Global Wealth Management, West Palm Beach, FL

  TITLE

  "Donor Success in a Rapidly Changing Landscape
  – Partnering Across Disciplines"

  Whether your donors or clients are seasoned philanthropists or are just embarking on a giving program, there is an abundance of strategies for consideration.  Determining the right fit is a process fraught with potential stumbling blocks. What lessons can professional advisors and development professionals learn from each other to help guide our clients/donors define and achieve success? In this session, we will discuss strategies for strengthening our collective philanthropic ecosystem to better serve our clients and donors, key strategies gaining popularity today, and methods for determining what is likely to meet an individual’s specific requirements for success.

  
  

  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

  Show details
• January 8, 2019 PGC Breakfast Meeting

  • When
    01/08/2019
  •  
    7:45 AM - 9:30 AM
  • Location
    Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

  
  

  January 8, 2019
  Planned Giving Council Breakfast Meeting

  SPEAKER

  
  

  Michael A. Lampert, Esq.
  Florida Bard Board Certified Tax Attorney

  TITLE

  "Ethics Issues for Exempt Organizations and Planned Giving"

  Informative talk on ethics and issues related to planned giving for donors and clients. Opportunity for professionals to consider real-life situations, fact patterns and questions in determining effective decision making.

  
  

  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

  Show details
• February 12, 2019 PGC Breakfast Meeting

  • When
    02/12/2019
  •  
    7:45 AM - 9:30 AM
  • Location
    Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

  
  

  February 12, 2019
  Planned Giving Council Breakfast Meeting

  SPEAKERS

  
  

  January Romero Reissman,
  Executive Director, Palm Beach Philanthropy Tank

  
  

  
  Evan Deoul, Sr. Managing Director, 
  Bernstein Global Wealth Management
  & Co-Founder, Palm Beach Philanthropy Tank, West Palm Beach

  
  TITLE

  "Empowering Young Philanthropists to Become Changemakers"

  Panel discussion with philanthropists on intergenerational philanthropy and the importance of empowering, amplifying and mentoring youth involvement and voice.

  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

  Show details
• March 12, 2019 PGC Breakfast Meeting

  • When
    03/12/2019
  •  
    7:45 AM - 9:30 AM
  • Location
    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 life can flow naturally into a death that honors it and reflects the values and beliefs of a lifetime.”
  (quote by Barbara Combs 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

  
  

  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

  Show details
• April 9, 2019 PGC Breakfast Meeting

  • When
    04/09/2019
  •  
    7:45 AM - 9:30 AM
  • Location
    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

  Show details
• May 14, 2019 PGC Breakfast Meeting

  • When
    05/14/2019
  •  
    7:45 AM - 9:30 AM
  • Location
    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

  Show details