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• 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

  Register

  
  

  January 8, 2019
  Planned Giving Council Breakfast Meeting

  SPEAKER

  
  

  Michael A. Lampert, Esq.
  Florida Bar 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

  
  

  JANUARY 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
• 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