Palm Beach Planned Giving
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Palm Tree

About Us

We are a non profit organization affiliated with the Partnership for Philanthropic Planning and ascribe to its Code of Ethics. The Council is education focused, featuring interesting and knowledgeable speakers of interest to members and guests at each of its regular meetings and fosters the exchange of ideas through networking and partnerships.

Officers

Directors

President
JOHN M. LANDRY
BETHESDA HOSPITAL FOUNDATION


PAUL I. AUERBACH, LL.B., CLU, ChFC
ELDER LAW ATTORNEY

1st Vice-President - Programs
BOB SILVANI
RS FUNDS

DIANE BERGNER
KRAVIS CENTER FOR THE PERFORMING ARTS

2nd Vice-President - Membership
PAT LORD

BILL BRUCKNER
BERNSTEIN GLOBAL WEALTH MANAGEMENT

Secretary
AMY MAUSER
NORTON MUSEUM OF ART

ALEX BRUNER
THE SCRIPPS RESEARCH INSTITUTE

Treasurer
JAY FLEISHER, P.A.
ATTORNEY

MARGARET MAY DAMEN
KRAVIS CENTER PLANNED GIVING/INSTITUTE FOR WOMEN & WEALTH

Immediate Past President
STACEY A. DOWDLE

DIANNE REEVES
FLORIDA ATLANTIC UNIVERSITY

Ex Officio from AFP
CAL MILLER

MATT TANNER
UBS PRIVATE WEALTH MANAGEMENT