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Planned Giving Council of Palm Beach County

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Upcoming events

  • November 9, 2021 PGC Breakfast Meeting

    • 11/09/2021
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
    Register


    November 9, 2021
    Planned Giving Council     Breakfast Meeting

    The Planned Giving Council will have a breakfast meeting on November 9, 2021. Linda L. Snelling, LL.M, CPA, Bankier, Arlen & Snelling Law Group will present the topic: "Client-success Stories in Planned Giving".  Make sure to mark you calendars for this informative talk.


    NOVEMBER SPEAKER


    Linda L. Snelling, Esquire, LL.M, CPA,

     Bankier, Arlen & Snelling Law Group, PLLC,
    Delray Beach, FL

    TOPIC

    "Client-success Stories in Planned Giving"

    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

    Continuing Education Credits will be sought for CFP, CFRE, CPA and CAP

    Please register for the PGC meeting by clicking on the "Register Now" button by November 4, 2021 . 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!  Membership dues are $250 and you may join online at www.PalmBeachPlannedGiving.org or 2021-2022 Membership Form.

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

    Show details

  • PGC Holiday Cocktail Reception

    • 12/14/2021
    • 5:00 PM
    • Crosby's Kitchen & Bar, Jupiter

    Planned Giving Council

    40TH ANNIVERSARY

    December 14, 2021

    HOLIDAY COCKTAIL RECEPTION


    Please join us as we celebrate our 40th Anniversary and the the Holiday Season with our colleagues!  The Planned Giving Council will gather in Jupiter at Crosby's Kitchen & Bar on December 14th at 5:00 p.m. to enjoy hors d'oeuvres, beverages and our PGC community!  We will be honoring one of our own, Margaret May Damen, and hear what the future holds in our industry.  Please feel free to register and bring a guest who may be interested in joining our diverse group.  This is a free event for all interested in Planned Giving Council of Palm Beach County.  Let's get this party started!

    TIME

    5:00 - 6:30 p.m.

    LOCATION

    Crosby's Kitchen & Bar

    1406 S Cypress Drive

    Jupiter, FL 33469

    SPEAKER

    Margaret May Damen, CFP®, CLU, ChFC, CAP®

    • National Association of Charitable Gift Planners, 2020 Hall of Fame Inductee
    • Co-author of “Women, Wealth and Giving, The Virtuous Legacy of the Boom Generation”
    • Planned Giving and Endowment Officer, The Raymond F. Kravis Center for the Performing Arts, West Palm Beach, Florida
    • President and Founder of The Institute for Women and Wealth


    EVENT SPONSOR


    Please register for the PGC event by clicking on the "Register Now" button by December 10. 

    If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you!  Membership dues are $250 and you may join online at www.PalmBeachPlannedGiving.org.

    Show details

  • January 11, 2022 PGC Breakfast Meeting

    • 01/11/2022
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    January 11, 2022
    Planned Giving Council     Breakfast Meeting

    The Planned Giving Council will have a breakfast meeting on January 11, 2022. This meeting will feature a Donor Panel moderated by Vicki Pugh, Community Foundation for Palm Beach & Martin Counties.  The topic will be "Grantmaking from the Perspective of Philanthropists & Organizations They Support".   Make sure to mark you calendars for this informative panel discussion.


    DONOR PANEL

    TBD


    TOPIC

    "Grantmaking from the Perspective of
    Philanthropists & Organizations They Support"

    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


    JANUARY SPONSOR


    2021-2022 PLATINUM SPONSOR



    Please register for the PGC meeting by clicking on the "Register Now" button by January 7, 2022 . 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!  Membership dues are $250 and you may join online at www.PalmBeachPlannedGiving.org or 2021-2022 Membership Form.

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

    Show details

  • February 8, 2022 PGC Breakfast Meeting

    • 02/08/2022
    • 7:45 AM - 9:30 AM
    • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406


    February 8, 2022
    Planned Giving Council     Breakfast Meeting

    The Planned Giving Council will host a breakfast meeting on January 11, 2022. We will welcome our speaker, Patrick Schmitt, uCo-CEO, FreeWill.com, who will present the topic: "Qualified Charitable Distributions: What Nonprofits Need to Know About These Tax Savvy Gifts".   Make sure to mark you calendars for this informative talk.


    FEBRUARY SPEAKER



    Patrick Schmitt
    Co-CEO, FreeWill.com


    TOPIC

    "Qualified Charitable Distributions:  What Nonprofits Need to Know About These Tax Savvy Gifts"

    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


    FEBRUARY SPONSOR


    2021-2022 PLATINUM SPONSOR



    Please register for the PGC meeting by clicking on the "Register Now" button by February 11, 2022 . 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!  Membership dues are $250 and you may join online at www.PalmBeachPlannedGiving.org or 2021-2022 Membership Form.

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

    Show details

Past events

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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