Planned Giving Council of Palm Beach County

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Upcoming events

    • 12/16/2020
    • 5:30 PM - 6:30 PM (EST)
    • ZOOM VIDEO MEETING
    • 87
    Register

    Planned Giving Council of PBC


    Virtual Holiday Wine Tasting
    for PGC Members

    DECEMBER 16, 2020

    5:30-6:30 p.m.


    Social distancing does not mean disconnection!  We’re excited to bring you an evening of wine tasting and conversation with Michelle Watkins, National Sales Manager of Frog’s Leap Winery in Rutherford, California.   Through ZOOM you will be led on a lively and engaging tasting of the 2018 Sauvignon Blanc and the 2019 Estate Cabernet Sauvignon.  This is sure to be one of the most memorable “happy hours at home” of the year. 

    The Virtual Wine Tasting Event is included in your member dues and includes two bottles of Frog's Leap wine.  The wine will be delivered to Peggy Adams Animal Rescue League, and we ask that you kindly pick up the bottles there so we do not incur shipping costs.  If you have a challenge in picking up the wine, let Sherry know and we'll arrange to have it delivered.  The pick up date will be sent to all registrants at a later date along with the Zoom link, but we wanted to get the event on your calendar now!  You are welcome to invite your significant other or a collegue to be on the call. While you are at it, why not ask a colleague to join Planned Giving Council at the reduced rate of $200 so that they can join in the fun at the wine tasting AND the remainder of the 2020-2021 season!

    We hope you can join us on December 16th from 5:30- 6:30. 

    Please RSVP by December 11, 2020

    For questions, contact Sherry Schattie at admin@palmbeachplannedgiving.org.


    2020-2021 PLATINUM SPONSOR



    • 01/12/2021
    • 7:45 AM - 9:30 AM (EST)
    • Embassy Suites Hotel
    • 100


    January 12, 2021
    Planned Giving Council 
    Meeting

    Planned Giving Council of Palm Beach County will be hosting our upcoming  meeting on January 12, 2021.  Our speaker, Russell James, J.D., Ph.D., CFP®, Professor of Charitable Financial Planning at Texas Tech University, Lubbock, TX Russell's presentation will be on "Charitable Planning Strategies in a Pandemic". We hope to see you in attendance!


                   REGISTRATION OPEN SOON


    JANUARY SPEAKER


    Russell James, J.D., Ph.D., CFP®

    Professor of Charitable Financial Planning,
    Texas Tech University


    LOCATION 

    Embassy Suites Hotel
    1601 Belvedere Road
    West Palm Beach, FL  


    JANUARY SPONSOR



    2020-2021 PLATINUM SPONSOR



    • 02/09/2021
    • 8:30 AM - 9:45 AM (EST)
    • ZOOM VIDEO WEBINAR
    • 100


    February 9, 2021
    Planned Giving Council 
    Meeting

    The Planned Giving Council will host their next meeting on February 9, 2021.  Our speaker will be a Philanthropy Division Team Member, Morgan Stanley.  The topic will be "Philanthropy in 2021".  We hope to see you there!

                   REGISTER HERE

    TOPIC

    "Philanthropy in 2021"


    FEBRUARY SPEAKER


    Philanthropy Division Team Member - Morgan Stanley



    LOCATION 

    ZOOM Video Conferencing

    or

    Embassy Suites, West Palm Beach



    FEBRUARY SPONSOR



    2020-2021 PLATINUM SPONSOR



    • 03/09/2021
    • 8:30 AM - 9:45 AM (EST)
    • ZOOM VIDEO WEBINAR
    • 100


    March 9, 2021
    Planned Giving Council 
    Meeting

    Planned Giving Council of Palm Beach County will host our upcoming  meeting on March 9, 2021.  Our speaker will be Caroline W. Hodkinson, Director of Philanthropic Advisory, Bessemer Trust, New York, NY.  Carolines presentation will be formulated soon. We hope to see you in attendance!               

    TOPIC

    To Be Determined Soon


    MARCH SPEAKER


    Caroline W. Hodkinson,

    Director of Philanthropic Advisory,
    Bessemer Trust, New York, NY

    LOCATION 

    ZOOM Video Conferencing

    or

    Embassy Suites, West Palm Beach


    MARCH SPONSOR



    2020-2021 PLATINUM SPONSOR



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 2020, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org