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Planned Giving Council of Palm Beach County

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The 2023-2024 Planned Giving Council Season has a new option for membership.  We listened to our members and have created an Organizational Membership to include those organizations that would like to have multi-members that can attend  our meetings.  Please take a look at the options below for Memberships and Sponsorships to choose what you feel is best for you and your organization.  To pay by credit card for all Membership and Sponsorships, scroll down the page below the descriptions.  To pay by check, please mail to the address below.

Annual Council Membership Options (Scroll to bottom of page to select option)

Prorated Individual Council Membership $200 (Jan - May 2024)

  • Dues include the cost of attending all remaining breakfast meetings through May 2024
  • Your listing in our  website directory along with head-shot picture (optional)

Organizational Membership $600 (* Great value for organizations with multi-members)

  • Membership for up to three (3) members in a single organization
  • Cost of organizational members to attend all breakfast meetings
  • Listing of all organizational members in our website directory along with headshot picture (optional)

Platinum Sponsor: $3,000  (*Includes Organizational Membership)

  • Company logo as presenting sponsor on home page of website with click-through
  • Company logo on all Council’s communication, including Council invitations, website and finalized event calendar
  • Membership for up to three (3) members from sponsoring organization
  • Sponsor recognition at opening of all meetings
  • Designated sponsor for one event with opportunity to speak as event sponsor
  • Company logo displayed as presenting sponsor during all events
  • Collateral display at event registration table for all events
  • Corporate table at designated sponsored event

Gold Sponsorship: $1,500 (*Includes Organizational Membership)

  • Company logo as gold sponsor on website with click-through
  • Membership for up to three (3) members from sponsoring organization
  • Designated sponsor for one event with opportunity to speak as event sponsor
  • Company logo displayed as Gold Sponsor during opening networking at all events
  • Collateral display at event registration table for designated sponsored event

Silver Sponsorship: $750 (*Includes 2 Individual Memberships)

  • Company logo as silver sponsor on website with click-through
  • Designated sponsor for one event
  • Includes Membership for up to two (2) members from sponsoring organization
  • Company logo displayed as Silver Sponsor during at all events
  • Collateral display at event registration table for designated sponsored event

Bronze Sponsorship: $500 (* Includes 1 Individual Membership)

  • Company logo as bronze sponsor on website with click-through
  • Company logo displayed as Bronze Sponsor during all events

For a prorated individual or regular organizational membership application information or questions (click here to download application document), for Sponsorship membership application information or questions (click here to download application document), or please email Sherry Schattie at Admin@PalmBeachPlannedGiving.org

Planned Giving Council of Palm Beach County

Sherry Schattie
6671 W. Indiantown Rd. #50-194
Jupiter, FL 33458.

We look forward to a wonderful season, working together to educate, promote and foster a greater awareness of planned giving.

PLEASE NOTE: MEETING NOTICES WILL BE SENT TO YOUR E-MAIL ADDRESS so please keep this updated. You can now update all your Profile information yourself by logging into the website.

Membership in the Planned Giving Council of Palm Beach County is on an individual basis and is not transferable to other individuals within the same organization. Annual dues of $275 are for individual membership in this local Council only; membership in the National Association of Charitable Gift Planners, Inc. (formerly Partnership for Philanthropic Planning) is an additional $150 for local council members. For further NACGP membership information, please visit their website: www.charitablegiftplanners.org.

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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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