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Planned Giving Council of Palm Beach County

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Upcoming events

    • 05/14/2024
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
    Register


    May 14, 2024
    Planned Giving Council 
    Breakfast Meeting

    The Planned Giving Council will next meet on May 14, 2024.  Come and network with our great group of members during this breakfast meeting.  The speaker for our April event will be Gregg Gelinas, Regional Director, Eaton Vance/Parametric.  The topic will be " Tax Efficiency Solutions and the Disruptive Technologies Changing the Investment Landscape for Donors and Investors".

     MAY SPEAKER


    Gregg Gelinas
    Regional Director, Eaton Vance/Parametric

    TOPIC

    “Tax Efficiency Solutions and the Disruptive Technologies Changing the Investment Landscape for Donors and Investors”

    Join us for a conversation about how we are at a transformational intersection whereby tax-efficient solutions and disruptive technologies are reshaping the investment landscape for donors and high-net-worth individuals. Gregg's insights will shed light on a few of the innovative strategies aimed at optimizing tax efficiency while navigating the world of investing. Whether you're a donor, seasoned investor or professional advisor, this session will offer valuable insights into maximizing tax efficiencies in today's dynamic market. Don't miss this opportunity to gain actionable knowledge from one of the industry's leading experts. 

    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

    MAY SPONSOR



     Please register for the PGC meeting by clicking on the "Register Now" button by May 10, 2024
    . Members' breakfasts are included in their membership dues. Guest fees are $40, so come see what Planned Giving Council is all about! 

    If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you!  Regular Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org or complete the Membership Application.

    Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

Past events

04/09/2024 April 9, 2024 PGC Breakfast Meeting
03/12/2024 March 12, 2024 PGC Breakfast Meeting
02/13/2024 February 13, 2024 PGC Breakfast Meeting
01/09/2024 January 9, 2024 PGC Breakfast Meeting
12/05/2023 PGC Holiday Cocktail Reception
11/14/2023 November 14, 2023 PGC Breakfast Meeting
10/10/2023 October 10, 2023 PGC Breakfast Meeting
09/12/2023 September 12, 2023 PGC Breakfast Meeting
05/09/2023 May 9, 2022 PGC Breakfast Meeting
04/11/2023 April 11, 2023 PGC Breakfast Meeting
03/14/2023 March 14, 2023 PGC Breakfast Meeting
02/14/2023 February 14, 2023 PGC Breakfast Meeting
01/10/2023 January 10, 2023 PGC Breakfast Meeting
12/13/2022 PGC Holiday Cocktail Reception
11/08/2022 November 8, 2022 PGC Breakfast Meeting
10/11/2022 October 11, 2022 PGC Breakfast Meeting
09/13/2022 PGC Season Kick-off Cocktail Reception
05/10/2022 May 10, 2022 PGC Breakfast Meeting
04/12/2022 April 12, 2022 PGC Breakfast Meeting
03/08/2022 March 8, 2022 PGC Breakfast Meeting
02/08/2022 February 8, 2022 PGC Breakfast Meeting
01/11/2022 January 11, 2022 PGC Breakfast Meeting
12/14/2021 PGC Holiday Cocktail Reception
11/09/2021 November 9, 2021 PGC Breakfast Meeting
10/12/2021 October 12, 2021 PGC Breakfast Meeting
09/14/2021 PGC Season Kick-off Cocktail Reception - POSTPONED
05/11/2021 May 11, 2021 PGC & AFPPBC Joint Zoom Meeting
04/13/2021 April 13, 2021 PGC Zoom Meeting
03/09/2021 March 9, 2021 PGC Zoom Meeting
02/09/2021 February 9, 2021 PGC Zoom Meeting
01/12/2021 January 12, 2021 PGC Zoom
12/16/2020 December 16, 2020 VIRTUAL WINE TASTING EVENT!
11/10/2020 November 10, 2020 PGC Zoom Meeting
10/13/2020 October 13, 2020 PGC Zoom Webinar
09/08/2020 September 8, 2020 PGC Zoom Meeting
06/16/2020 June 16, 2020 PGC Zoom Meeting
05/12/2020 May 12, 2020 PGC Meeting
03/10/2020 March 10, 2020 PGC Breakfast Meeting
02/11/2020 February 11, 2020 PGC Breakfast Meeting
01/14/2020 January 14, 2020 PGC Breakfast Meeting
12/10/2019 December 10, 2019 - Evening Holiday Party
11/12/2019 November 12, 2019 PGC Breakfast Meeting
10/08/2019 October 8, 2019 PGC Breakfast Meeting
09/10/2019 September 10, 2019 PGC Opening Breakfast Meeting
05/14/2019 May 14, 2019 PGC Breakfast Meeting
04/09/2019 April 9, 2019 PGC Breakfast Meeting
03/12/2019 March 12, 2019 PGC Breakfast Meeting
02/12/2019 February 12, 2019 PGC Breakfast Meeting
01/08/2019 January 8, 2019 PGC Breakfast Meeting
12/04/2018 Joint Holiday Party - December 4th
11/13/2018 November 13, 2018 PGC Breakfast Meeting
10/23/2018 October 23, 2018 PGC Breakfast Meeting
09/18/2018 September 18, 2018 OPENING BREAKFAST MEETING
05/08/2018 May 8, 2018 Regular Meeting
04/10/2018 April 10, 2018 Joint Meeting with AFPPBC
03/13/2018 March 13, 2018 (Annual Meeting)
02/13/2018 February 13, 2018 Regular Meeting
01/09/2018 January 9, 2018 Breakfast Meeting
12/05/2017 JOINT HOLIDAY PARTY!
11/14/2017 November 14, 2017 Breakfast Meeting
10/10/2017 October 10, 2017 Regular Meeting. Topic: Gracious Giving.

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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