Our mission is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.
SPECIAL NOTE FOR THE MEETING LOCATION:
We are having to move our monthly meeting for the remainder of 2019... to a temporary location for the September, October, and November meetings (Note: we will be back at the San Jose Country Club in January after the remodeling work is complete).
The address for our meetings for the remainder of this year will be: Ramada Hotel & Conference Center by Wyndham at 3130 Hartley Rd, Jacksonville, FL 32257 (located near San Jose Blvd and I-295)
We apologize for any inconvenience!
A Message From The President
It is an honor to serve as President of the Planned Giving Council of Northeast Florida for the 2019-2020 year. On behalf of the Board, we invite you to join us at our next monthly luncheon and experience the benefits of joining our council. Membership in the Council is a great value that includes the cost of all luncheon meetings, provides full access to our network of experienced gift planning professionals, and a discounted rate to our annual Planned Giving Symposium held each year in February. Or become a Sponsor and receive a free annual membership and attendance at the Symposium. Please contact Maria Pellegrino-Yokitis at email@example.com, or feel free to call her at 904-256-7928. You may also email Belinda Robinson, firstname.lastname@example.org
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 have just celebrated 25 years of bringing together estate planning professionals, financial advisors, nonprofit development officers, trust officers and consultants to share best practices in the world of planned giving. Our mission is to foster awareness of planning in our community supplemented with education, communication, networking, and collaboration in the community.
The council meets monthly with the exception of the summer months. Each luncheon program features experts on educational topics of value to members and their guests. See our Programs Page for our scheduled meetings and registration information. We look forward to having you join us in the near future!
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.