PGCNEFL meetings are offered as lunch meetings from 11:45 AM – 1:15 PM.  

Meetings are free to Members. There is a $30.00 fee for Guests and Non-members. 

Our meeting venue is the San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217. There is open free parking for our attendees.

​Below is the list of scheduled programs for 2018.

Please check back often for an updated calendar of meetings and events.

Upcoming events

    • 03/14/2019
    • 11:45 AM - 1:15 PM
    • San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217

    " Click or Skip? What Words Work Best with Donors in Planned Giving Marketing?"

    Presented by: Claudine Donikian, JD, MBA

    About the Program

    With e-mail engagement data, we know what percentage, how many, and exactly who is opening e-mails and clicking through on headlines. But what is it about the e-mail subject line or headline that is driving donors to want to click and read more? Alternatively, what keeps them from clicking to read more?

    The findings to be presented will answer these questions and are based on a Pentera research study of client data spanning several years that looks at thousands of clients, thousands of e-mails, and tens of thousands of headlines, words, and phrases. We will delve into planned giving marketing messages and discover what factors increase or decrease engagement - that is, what marketing messages make donors want to read more. We will also propose how to use engagement metrics to boost your cultivation efforts.

    About Our Speaker

    Claudine A. Donikian, JD, MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. One of Claudine's professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP).

    Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.

    Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.

    • 04/11/2019
    • 11:45 AM - 1:15 PM
    • San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217

    "Donor Advised Funds – Everything you wanted to know but were afraid to ask!"

    Presented by: John Zell, The Community Foundation

    About Our Speaker

    John is currently employed as Vice President of Development for The Community Foundation for Northeast Florida. He works with donors to maximize the return on their philanthropic giving.

    John joined the staff of the Foundation in 1997. For the first eight years he served in the grantmaking department, seeing that donors’ philanthropic intent was carried out by making grants in the communities the Foundation serves.

    In 2005, he transitioned to Donor Services/Development department. Using his prior grantmaking experience, he crafts giving plans that fulfill donors’ philanthropic interests. He also provides staff support for the Foundation’s four professional advisory councils.

    John was an inaugural member of the Southeast Council of Foundations, Hull Leadership Program and was President of the Planned Giving Council of Northeast Florida. He is also a member of the Estate Planning Council of Northeast Florida.

    He and his wife, Karen are active in their church where they sing in the choir and he serves on its property and finance committees. He enjoys cycling, snorkeling, pipe organ tinkering and old house restoration.

    • 05/09/2019
    • 11:45 AM - 1:15 PM
    • San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217

    "Strategic Philanthropy: The Variable of Passion In Impact Investing"

    Presented by: Iris Ivana Grant-Simmons,  Genési Group Inc

    About Our Speaker:

    Iris Grant, CEO and President of the Genési Group Inc facilitates dialogue withfor-profit and non-profit entities in developing strategies that expose areas of benefit, not readily identified through traditional models in philanthropy, corporate social responsibility, community engagement, fundraising and brand awareness.  By using innovative approaches, she brings to light significant benefits that add overwhelming value to their bottom line. This in turn has made her a respected and credible voice in philanthropy who develops strategic partnerships within the for-profit and non-profit arenas. Her talent for building unique corporate partnerships and alliances have a proven track record of accomplishments and has earned Iris a seat at the table of wherever she serves.  Read her full bio 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.