Planned Giving Council of
Northeast Florida
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“The mission of the Planned Giving Council of Northeast Florida is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community”.

Thanks to our sponsors:

Wells Fargo

Baptist Health Foundation

CenterState Bank

Community Hospice Foundation

5/3 Bank

The Community Foundation in Jacksonville

St. Vincents Healthcare Foundation



Please visit our friends at:

AFP First Coast Chapter

The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals to network, exchange ideas and share in the knowledge to be gained from speakers known for their expertise in estate and tax planning, financial planning and charitable giving. It is an association for people whose work or interests include the developing, marketing and administering of charitable planned gifts.

We count among our esteemed members estate planners, tax attorneys, accountants, trust officers, financial advisors, CPA’s and executive leaders and development team representatives of nonprofit organizations and institutions.

The Council meets monthly, except during the summer, at the University Club for lunch featuring speakers on educational topics of interest to members and their guests. See our Programs page for our next scheduled meeting and RSVP information. Our website can also serve as a valuable planned giving resource, offering links to a variety of resources and information on gift planning, federal regulations and changing tax laws affecting charitable gifts.

Your Membership covers the cost of all lunch meetings, provides full access to our network of experienced gift planning professionals, a business listing on our website, and a discounted rate offering first access to the annual Planned Giving Symposium. Joining the Planned Giving Council at the Sponsorship level includes your free annual membership. Contact Board member and director of Membership, Sharon Clark at, or by calling her weekdays at 904.330.3951. You can also email

As president of the 2015-2016 Planned Giving Council of Northeast Florida, I speak for the Board of Directors in saying that we urge and encourage your profession participation and enthusiasm as we seek to broaden our networking outreach and educational focus. Join us!

Christine Bell

Upcoming Events

October 8, 2015

"Financial Planning Case Study: Balancing Personal and Family Needs with Philanthropic Goals"

Speakers: Michael Ruble and Reid Hartsfield, BB&T Wealth

View the full calendar of programs

Thank you to all who attended our 5th Annual Planned Giving Symposium and our generous sponsors who helped make the symposium possible. Special thanks go out to our wonderful presenters who gave of their time and expertise to make this such a valuable and informative event.

To view or download presentations of the 5th Annual Planned Giving Symposium, click here.