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:

Baptist Health Foundation

Bernstein Global Wealth Management

CenterState Bank


The Community Foundation in Jacksonville


Community Hospice Foundation

5/3 Bank

Wells Fargo
 

Please visit our friends at:

AFP First Coast Chapter
Welcome!

The Planned Giving Council of Northeast Florida is the professioinal association for people whose work includes developing, marketing and administering chritable 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 obush@fleetlanding.com or (904)246-9900x403.

John Zell
President

Upcoming Events

next meeting: Sept. 11, 2014

An overview of Ethical Decision-Making from "How Good People Make Tough Choices"

As individuals engaged in Planned Giving, we are frequently confronted with decisions that involve ethical choices. Based on the work of Rushworth Kidder, this presentation will approach some of the conflicted choices we are forced to make on a regular basis.

Speaker: The. Rev. Jeff Reichmann


To view or download symposium presentations, click here.


View the full calendar of programs