Latest News

  • 09/10/2020 2:15 PM | Belinda Robinson (Administrator)

    2020 CGP Conference - Online this year October 7-9

    At CGP Conference, you can learn as much from your peers as you do from our great faculty. In Affinity Group sessions, you’ll meet people from across the country who share your work environment and challenges. Facilitators and discussion questions will help you get the conversation started, and large groups will use Zoom breakout rooms so everyone can participate. Don’t miss this chance to connect with ideas and people that will inspire you long after the conference is over. LEARN MORE AND REGISTER...

  • 04/30/2019 10:57 AM | Ron Gallagher (Administrator)

    Servant Leadership
    A model for the planned giving development professional
    Cliff Evans OFS, MA

    There’s a tiny book written in the 70s that forever changed how I view my role as a leader. And I wasn’t the only one! This book sent ripples throughout academia and corporate America that are still being felt. Now it’s time for the nonprofit sector to heed the lessons.

    Read the full article here.


  • 04/30/2019 10:30 AM | Ron Gallagher (Administrator)

    Leave a legacy
    Michael Elias
    Planned Giving Council NEFL – Board of Directors

    “Leave a legacy”. We hear this often, and more importantly we contemplate it throughout our lives. As a young person we wonder if our legacy will be remembered because of our abilities in school or athletics. As we grow older, we ponder if we will leave a legacy in our chosen profession or with our family. As we near our twilight years we wonder if we have left much of a legacy at all.

    Read the full article here.


  • 04/30/2019 10:20 AM | Ron Gallagher (Administrator)

    The Superfluous Insurance Contract
    Alan Breus
    http://www.thebreusgroup.com/

    Unnecessary policies, especially personal and group term insurance, can be a great source of wealth for not-for-profit organizations and major tax deductions for donors. Not everyone can make a major bequest to his or her alma mater, hospital or favorite charity but many individual households or estates maintain term and cash value insurance policies that are no longer covering a need or are bleeding the assets.

    Read the full article here.


  • 04/30/2019 10:15 AM | Ron Gallagher (Administrator)

    Why we should focus on more than just bequests
    Michael Elias, PGCNEFL Board Member

    In 1831, then, Yale College exchanged a life annuity to Mr. John Trumbull using part of his collected art works to fund his charitable gift annuity. This was one of the first planned gifts in our country’s history. Much has changed in our gift planning profession since 1831 – even the name.

    Read the full article here.


  • 04/30/2019 10:00 AM | Ron Gallagher (Administrator)
    What scares fund development professionals the most? 
     Michael Elias, President of Sustainable Development Solutions

    “Making the ask!” This simple statement will make the most seasoned major gift officer a bit nervous, that is natural, and we may use this.

    Having a heightened sense of awareness is a good thing – being distracted by fear is not. Being prepared is the key to overcome your anxiety. How do we prepare? Do your research. Every donor should have at a minimum their gift history, volunteer actions and donor notes. This data will help you to paint a picture about the donor’s interests and propensity towards your organization.

    Read the full article here.


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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