The Planned Giving Council of Northeast Florida is the professional association for people whose work includes developing, marketing and administering charitable planned gifts. Our members include estate planning and tax attorneys, accountants, bank trust officers, financial advisors, consultants, and representatives of nonprofit organizations and institutions.
The Council is education focused, featuring interesting and knowledgeable speakers of interest to members and guests at each of its meetings and fostering the exchange of ideas through networking and partnerships.
We hope you will find our website to be a useful resource. Inside you will find information about our upcoming programs and events, as well as links to a variety of resources and information on gift planning, and some of the federal regulations and changing tax laws affecting charitable gifts.
If you are interested in learning more about membership, please visit our membership page or contact Olivia Bush at
March 12, 2015
"The Role of the Financial Planner in Planned Giving Decisions"
Speaker: Glenn Ullmann, Pres. & Partner/Ullmann Financial