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Our mission is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.


A Message From The President

The Planned Giving Council of Northeast Florida celebrates its 25th Anniversary in 2018. Created to help foster a “culture of philanthropy” through planned gifts, the Council brings together estate planning professionals, financial advisors, nonprofit development officers, and consultants to share expertise in charitable giving, estate and financial planning.

The Council meets monthly (except during summer) at San Jose Country Club. The lunch program features experts on educational topics of value to members and their guests. See our Programs Page for our next scheduled meeting and registration information.

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 our annual Planned Giving Symposium. Joining the Planned Giving Council at the Sponsorship level includes your free annual membership and attendance at the Symposium. Contact Board member and Director of Membership, Sharon Clark at sharonc@uwnefl.org, or call her weekdays at 904.330.3951. You may also email administrator@pgcnefl.org.

As president of the 2017-2018 Planned Giving Council of Northeast Florida, I speak for all our Board Members urging you to join our Council. Let’s work together to serve our communities by advancing charitable gift planning in Northeast Florida. No non-profit is too small to implement strategies to garner enduring support through planned gifts. And every estate planner and financial advisor has an opportunity to better serve clients’ charitable and financial needs through relationships formed between advisors and leaders in our not-for-profit community.

Join us as we celebrate this milestone of service – you’ll be glad you did!

Cliff Evans


President

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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. Click here to see the benefits of membership in our organization.

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The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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