Palm Beach Planned Giving
Palm Tree

Welcome to Planned Giving Council of Palm Beach County!

For more than thirty years, the Planned Giving Council of Palm Beach County has provided a unique forum for accountants, attorneys, financial advisors, planned giving officers, insurance advisors, trust officers, fundraising executives, and consultants to foster relationships through networking and trend-setting educational programs. The opportunity for cross-disciplinary interaction with high-level professionals is truly the value our members enjoy.

Membership affords many wonderful benefits including the opportunity to:

  • Network with professionals in all fields at 7 full breakfast meetings from October, 2015 through May, 2016 featuring noted speakers.
  • Connect with peers at separate networking events in conjunction with the Association of Fundraising Professionals and Estate Planning Councils.
  • Broaden your knowledge of philanthropy and current planned giving trends.
  • Qualify for continuing education certification and credits.
  • Visibility in the online membership directory.

One of our goals for the 2015-2016 season is to build upon the mentorship program initiated last year, which matches young professionals in the Council with an experienced practitioner in the same field, be it law, accounting, insurance, wealth management, fundraising or development.

Note that we offer sponsorship and speaking opportunities to those that are interested.

We hope that you will consider becoming a member of the Palm Beach County Planned Giving Council.

Warmest Regards,
Stephen M. Zaloom, President
Carl J. Minardo, 2nd Vice President - Membership

May 10, 2016

Speakers: Brian D. Wodar, Sr. VP and National Director of Philanthropic Services, Bernstein Private Wealth Management
& Ian Zinn, Vice President and Client Advisor, Bernstein Private Wealth Management

Topic: "Donating and Investing for Philanthropic Success in 2016"

Where: Marriott, West Palm Beach

Time: 7:45-9:30 a.m.

Member and Guest Registration

View the full calendar of
2015/2016 Events

Interested in becoming a
member or program sponsor? 

Click here or please contact Sherry Schattie at

Speaker Presentations

Click here to view speaker materials.


Have you been to our resources page? There you will find helpful links to multiple resources in the planned giving field.


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