February 8, 2018 - 8th Annual Planned Giving Symposium

  • 02/08/2018
  • 8:30 AM - 2:30 PM
  • Community Hospice & Palliative Care Foundation 4266 Sunbeam Road, Jacksonville, FL 32257


  • Speaker/special guest
  • For current sponsors of PGCNEFL only. Requires code for this rate. Contact us for code.


The Planned Giving Council of Northeast Florida Presents the
8th Annual Planned Giving Symposium​

​"25 Years of Shaping Philanthropy
in Our Community"

Keynote Speaker: "Working With Advisors to Get Your Donors to Yes"
Phyllis Silverstein CFP, Southeast Sr. Regional Fiduciary Manager for Wells Fargo Philanthropic Services

Donor Panel Session: "The Future Of Planned Giving: A Conversation With Next Gen Donors"

Sessions include:

  • Planned Giving 101 – John Erstling, Senior Vice President of Philanthropy and Community Relations, and Donna Morrow, Director of Major and Planned Giving – Community Hospice of Northeast Florida
  • Tax Reform and how it will affect the Philanthropic Community - Clay B. Tousey III, Fisher, Tousey, Leas & Ball

  • Now What? Stewarding the Planned Gift - Pierre Allaire, V.P. & Chief Development Officer, Baptist Health Foundation
  • The 4Ts of Board Leadership: Time, Talent, Treasure and Trust - Kelly Altosino-Sastre, President and CEO of KAS Consulting Services LLC

    Registration Now Open!

    $55 = Members

    $65 = AFP, Non-Profit Center and Estate Planning Council

    $75 - Non-Members

    SPECIAL OFFER FOR NEW MEMBERS: $25 Discount for your New Membership and Symposium Registration combo (for new members only)!

    To celebrate our 25th anniversary (during the year 2018) we are offering a $25 discount off a NEW Membership when you also register and pay for a Member Symposium fee combined. To get this deal please click the JOIN US link and join our organization (first) and be sure to use the Coupon Code of: SYMPOSIUMCOMBO2018 when you complete the online member application (Local Membership level only). This Coupon Code will save you $25 off the first year membership fees! Then, once you are a member come back to this event and you will be able to register for the Member rate for our Symposium! Any questions please contact us.

    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.

    PGCNEFL© 2017