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Staying connected is important to us, so we hope you will continue to join us at our program meetings!

Program meetings are free for Members ($35.00 per non-member). Registration is required.

Upcoming events

    • 10/12/2023
    • 11:45 AM - 1:15 PM
    • Seasons 52, 5096 Big Island Drive, Jacksonville, Fl 32246


    Presented by: Reid Hartsfield, CFP® 
    Vice President
    Wealth Strategist

    Join us as Reid Hartsfield takes a look at split interest trusts their dual beneficial interest and how they can benefit both a qualified charity as well as noncharitable beneficiaries.

    As a Wealth Strategist, Reid, collaborates with Relationship Managers to serve TD Wealth clients in Florida, the Carolinas and Washington D.C. He addresses comprehensive financial planning services including cash flow/retirement planning, asset allocation, education funding, planning for major purchases, life insurance, and estate planning. Reid works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, Reid leverages the resources of TD Wealth and TD Bank to assist in implementing any agreed upon solutions to help clients reach their goals.

    For 15 years, Reid was a Wealth Strategist for BB&T, providing clients with comprehensive financial plans. Although his focus was North Florida, he has also done financial planning in Georgia, South Carolina, Alabama, Tennessee, Kentucky and Texas.

    Prior to working in the financial world, Reid served for 10 years in the U.S. Navy on submarines in Virginia and Hawaii. At sea his responsibilities were chemistry and radiological controls for the nuclear plant. On shore he worked as a Radiological Control Supervisor for the Pearl Harbor shipyard.

    Reid received a Bachelor of Science from Excelsior College and a Master's in Business Administration from the University of North Florida. Reid has been a CERTIFIED FINANCIAL PLANNERTM professional since 2002. He is on the Planned Giving Board for the University of North Florida, and the Professional Advisory Council for the North Florida Community Foundation. Reid is a past president and current member of the North Florida Financial Planning Association and is currently on the board of the Estate Planning Council of North East Florida.

    • 11/09/2023
    • 11:45 AM - 1:15 PM
    • Seasons 52, 5096 Big Island Drive, Jacksonville, Fl 32246

    Presented by: Mary A. Robison and Grace Sacerdote, CPA

    Mary A. Robison

    Mary was born in St. Paul, Minnesota, and is a graduate of the University of Minnesota at Duluth (B.A. magna cum laude, 1980), and Duke University (J.D. 1983). Mary was admitted to The Florida Bar in 1983. Mary is board certified in Real Estate by The Florida Bar Board of Legal Specialization and Education, and is currently serving as the Chairman of the Real Estate Certification Committee of The Florida Bar. She served as a member of The Florida Bar’s steering committee for the fifth edition of Florida Real Property Complex Transactions. Mary has been selected as a Florida “Super Lawyer”, one of the top five percent of lawyers practicing in the State of Florida. Mary joined Fisher, Tousey, Leas & Ball in 1983.


    Grace Sacerdote, CPA

    Grace is the Executive Vice President and CFO of the Community Foundation for Northeast Florida. She joined the Foundation in 2004 following 10 years in public accounting, primarily in tax, small business and nonprofit accounting, and 10 years with a family office in Jacksonville. Grace leads financial administration, risk management, legal affairs, human resources, informational technology, budgeting and economic modeling for the Foundation.

    • 01/11/2024
    • 11:45 AM - 1:15 PM
    • Seasons 52, 5096 Big Island Drive, Jacksonville, Fl 32246

    More details to come soon! 

    • 02/08/2024

    More details to come soon! 

    • 03/14/2024
    • 11:45 AM - 1:15 PM
    • Seasons 52, 5096 Big Island Drive, Jacksonville, Fl 32246

    More details to come soon! 

  • TBD

    • 04/11/2024
    • 11:45 AM - 1:15 PM
    • Seasons 52, 5096 Big Island Drive, Jacksonville, Fl 32246

    More details to come soon! 

  • TBD

    • 05/09/2024
    • 11:45 AM - 1:15 PM
    • Seasons 52, 5096 Big Island Drive, Jacksonville, Fl 32246

    More details coming soon! 

Past events

09/14/2023 Revolutionizing Gift Planning with Chat GPT and Other Technologies: Unlocking the Power of Practical Applications
05/11/2023 The Psychology of Relationship Building in Fundraising
04/13/2023 Types of Charitable Giving Strategies
03/09/2023 Multi-Generational Giving and Gift Planning
02/09/2023 13th Annual Planned Giving Symposium
01/12/2023 Economic Trends for 2023! A perspective and insight on markets and economies in the coming year.
12/08/2022 Walking Through The Gift From Donor To Planner To Charity - Rescheduled Date
10/13/2022 How To Engage Non-Profit Board of Directors In Planned Giving Programs
05/19/2022 2022 Spring Social
05/05/2022 A Special Year-End Event with Dr. Russell James
03/10/2022 Planned Giving in an Inflationary Cycle: Do your vehicles fit your donors? Learn Best Practices for Identifying and Nurturing Donors to Drive Giving
02/10/2022 Intersection between the General Counsel and the Non Profit: Lessons Learned from Administering Planned Gifts
01/27/2022 January Evening Gathering for Current and Prospective Members
01/13/2022 Economic Trends for 2022! A perspective and insight on markets and economies in the coming year.
10/14/2021 Everyone May Become A Hero By Creating A Legacy With A Gift Of Life Insurance
09/09/2021 The Hidden Code of End-of-Life Decisions: What Legacy Fundraising Can Learn From Decision Making in Life Insurance, Annuities, Estate Planning, and Healthcare
05/13/2021 Continuing to Create the Culture of Philanthropy!
04/08/2021 Donor Voices: Why donors Give and Successful Planned Giving Strategies
03/11/2021 How Planned Gifts Impact Faith Based Nonprofits – Their Donors and Those They Serve
02/04/2021 February 4, 2021 - 11th Annual Planned Giving Symposium
01/14/2021 January 14, 2021 Luncheon Meeting "Update of the Nonprofit Sector - COVID Edition"
11/12/2020 November 12, 2020 - Planned Giving Council Program - "Life After Death-Maximizing Donor Gifts"
10/08/2020 October 8, 2020 - Planned Giving Council Program Meeting - "This is a Football" Getting Back to Basics
10/07/2020 2020 CGP Conference, October 7-9
09/10/2020 September 10, 2020 - Planned Giving Council Program Meeting - "Planned Giving Trends for Donors & Non-Profits"
05/14/2020 May 14, 2020 Nonprofit Impact Leadership
04/16/2020 2020 Spring Social
03/12/2020 March 12, 2020 "Appraising Tangible Gifts"
02/13/2020 February 13, 2020 10th Annual Planned Giving Symposium
01/09/2020 January 9, 2020 "Influence: What Factors, Words and Strategies Are Most Effective At Encouraging Planned Gifts"
11/14/2019 November 14, 2019 Economic Update
10/10/2019 October 10, 2019 "Impact Investing"
09/12/2019 September 12, 2019, "Different Types of Capital Stock"
05/09/2019 May 9, 2019 "Time, Talent, Treasure and Ties: Connecting the dots to help donors support their philanthropic vision”
04/25/2019 2019 Spring Social
04/11/2019 April 11, 2019 "Review of Donor Advised Funds"
03/14/2019 March 14, 2019
02/07/2019 February 7, 2019 9th Annual Planned Giving Symposium
01/10/2019 January 10, 2019 "Still Goin"
11/08/2018 November 8, 2018 How to Find and Value the Treasures in Your Donor’s Attic
10/11/2018 October 11, 2018 "Special Needs Trusts "
09/13/2018 September 13, 2018, "The Nuts and Bolts of Charitable Remainder Trusts"
05/10/2018 May 10, 2018 "Ethical Fundraising with Seniors"
04/19/2018 Spring Social
04/12/2018 April 12, 2018 "Planned Gifts-Challenges, Pitfalls and Successes experienced in Higher Education and other Large Institutions"
03/08/2018 March 8, 2018 "Shepherding the Gift to Fruition"
02/08/2018 February 8, 2018 - 8th Annual Planned Giving Symposium
01/11/2018 January 11, 2018 "ECONOMIC FORECAST"

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.