February 4, 2021 - 11th Annual Planned Giving Symposium

  • 02/04/2021
  • 9:30 AM - 1:00 PM
  • Zoom


  • This requires a special code to register.


The Planned Giving Council of Northeast Florida Presents

The 2021 Planned Giving Symposium will be presented virtually. Prior to the event, each registrant will receive event participant details. All attendees will also receive a gift card to have lunch delivered to them by GrubHub from their favorite restaurant. 

Tentative Schedule

9:30AM:  Networking

9:50AM:  Welcome

 PGCNEFL President

10:00AM:  Keynote Speaker

Phyllis Silverstein, Wells Fargo 
" A conversation about philanthropy"

11:00AM: Break-Out-Sessions

1.) John Erstling

Ready to Launch:  Building a Planned Giving Program Today

Are you starting a planned giving program? Or do your current planned giving efforts need a boost? Utilizing best practices in planned giving, this session provides practical, progressive steps you can take today. Learn what it takes to successfully develop, launch and measure your planned giving program. Recognize key donor characteristics and behavior and build your planned giving prospect list.


2.)Anna Maria Eades & Andrea Fourman

"Beyond the Basics: A Deeper Dive Into Gift Planning"

In this 45-minute session we will discuss:
  • Gift Planning Trends – what worked and what didn’t in 2020
  • Testamentary CRTs Funded with IRA Assets – a charitable giving solution to the new stretch IRA rules
  • Gifts of Real Estate – how to turn this “forgotten asset” into a charitable gift that benefits your organization and your donors

12:00PM: Lunch & Plenary Speaker

Kim Williams-Pulfer, IU Lilly School of Fundraising  
"Diversity In Philanthropy"

1:00PM Closing remarks

PGCNEFL President

Speaker Bio's:

Please Join Us, the 11th Anniversary Planned Giving Symposium!

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.