The Planned Giving Council will host our programs virtually until we feel it is safe to host in-person programs.

Staying connected is important, so please make plans to join us at our events!

PGCNEFL meetings are offered as ZOOM meetings starting at 11:45 AM.  

ZOOM Meetings are free to Members (non-members are charged $10.00) and do require registration to get the ZOOM meeting ID and login details. 

Upcoming events

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

    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!

    • 03/11/2021
    • 11:45 AM (EST)
    • Zoom meeting

    Planned Giving Council of North East Florida Meeting

    Topic:  How Planned Gifts Impact Faith Based Non Profits – Their Donors and Those They Serve

    Speaker: TBA

    This event is free for members (non-members will be charged $10.00) will be run through Zoom. RSVP is required to participate in this meeting.

    Prior to the event, you will receive an email containing a link to get setup on Zoom, to join the meeting.

    March 11, 2021 Meeting Program Schedule

    “How Planned Gifts Impact Faith Based Non Profits – Their Donors and Those They Serve”

    Panel Discussion

    Key issues to address –

    1. What challenges did/do you encounter when promoting planned giving within your organization – both to internal markets (executive leadership and board) and external markets (donors and beneficiaries of programs and services)
    2. How have planned gifts actually impacted your organization? What is the “typical” gift type you have received? Do you have a story to share about this?
    3. How receptive are your benefactors/members to discussing planned gifts? What is the “typical” gift type your donors are interested in? Do you have a story to share about this?
    4. What programs have you put in place to promote planned gifts?
    5. What future plans do you have to promote planned gifts?

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.