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Local Membership
The Planned Giving Council of Northeast Florida is the professional association for people whose work includes developing, marketing and administering charitable planned gifts. Our members include estate planning and tax attorneys, accountants, bank trust officers, financial advisors, consultants, and representatives of nonprofit organizations and institutions.
We are a non profit organization affiliated with the National Association of Charitable Gift Planners (CGP) and we ascribe to its Code of Ethics. The council is education focused, featuring interesting and knowledgeable speakers of interest to members and guests at each of its meetings and fostering the exchange of ideas through networking and partnerships.
Member benefits include:
- (1) local council annual membership to include all lunch fees at (7) monthly lunches
- (1) ticket to the annual symposium event
- Member only portal to access other member information and additional planned giving content
Please review the Model Standards of Practice for the Charitable Gift Planner before applying for membership.
Membership Fee: $275
Non Member Lunch: $45
Non Member Symposium Fee: $100
Sponsorship Membership and Benefits
Title Sponsor: $5,000 RESERVED for (1) company
- Local Council Annual Membership for (4) people
- Corporate logo and link displayed as the Title sponsor on the website and all printed and electronic correspondence
- Title Signage Sponsor at each lunch
- (4) tickets to the annual symposium event and opportunity to speak
- (1) company feature on the Planned Giving social media platforms
Platinum and Annual Holiday Sponsor: $2,500 RESERVED for (1) company
- Local Council Annual Membership for (2) people
- Corporate logo and link displayed as the Platinum and Holiday Social Sponsor on the website and all printed and electronic correspondence
- Platinum Signage Sponsor at each lunch
- Opportunity to speak at the Holiday social event
- (2) tickets to the annual symposium event
- Opportunity to speak at the Holiday social event
- (1) company feature on the Planned Giving social media platforms
Gold Sponsor: $1,500
- Local Council Annual Membership for (2) people
- (2) tickets to the annual symposium event
- Corporate logo and link displayed as a Silver Sponsor on the website and all printed and electronic correspondence
- Opportunity to speak for 3-5 minutes at a mutual agreed upon lunch meeting
- (1) company feature on the Planned Giving social media platforms
Silver Sponsor: $1,000
- Local Council Annual Membership for (2) people
- (2) tickets to the annual symposium event
- Corporate logo and link displayed as a Silver Sponsor on the website and all printed and electronic correspondence
- (1) company feature on the Planned Giving social media platforms
Lunch Sponsor: $500.00
- Local Council Annual Membership for (1) person
- (1) ticket to the annual symposium event
- Opportunity to speak for 3-5 minutes at above mentioned lunch meeting
