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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.

Please review the Model Standards  of Practice for the Charitable Gift Planner before applying for membership.

Sponsorship Membership and Benefits:

  • Local Council Annual Membership for one person
  • Corporate logo displayed and acknowledged on website
  • Signage and company exposure at each Council meeting
  • Signage and company exposure at annual Planned Giving Symposium (February) as well as free admission to the symposium for 2 (*4 admissions for symposium at the $1000 level)

Sponsorship Fee: $500 per year / $1000 per year* (Local membership for two)

* Please contact us for more information and to register at the $1000 Sponsorship level.

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Membership in the Planned Giving Council of Northeast Florida is available to individuals only and is not transferable. The dues are based on your anniversary date and are billed annually. Annual dues include meals at Council meetings. The cost of the Annual Planned Giving Symposium is additional.

National membership in the National Association of Charitable Gift Planners is available at a reduced rate for existing Northeast Florida Planned Giving Council members at

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.