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The Planned Giving Council of Broward County is a not-for-profit corporation created in response to a need for the dissemination of more information and the development of expertise in the field of Charitable Planned Giving.

The Planned Giving Council of Broward County is pleased to be affiliated with the Partnership for Philanthropic Planning (formerly known as the National Committee on Planned Giving).

Offer an educational forum in the many technical aspects, marketing strategies, and implementation procedures of an effective planned giving program.
Provide the vehicle for networking of local professionals in the planned giving process.
Promote increased charitable giving from the general public this providing a financial resource for bettering our community.

The Planned Giving Council of Broward County promotes charitable gift planning through education and training for professionals involved in the charitable gift planning process. These individuals come from various backgrounds - estate planning and tax attorneys, accountants, trust officers, financial advisors, wealth managers, consultants, plus representatives of many national and local not-for-profit organizations. Our programs also provide unparalleled networking opportunities for all these professionals.

We hold our breakfast meetings on the third Wednesday during July, September, November, December, January and March. Meetings are from 7:30 to 9:00 AM at the Tower Club in downtown Fort Lauderdale, 100 SE 3rd Ave, Penthouse, Fort Lauderdale, FL 33394. We hold our Annual Symposium in May which is a half day program and provides continuing education credit for multiple disciplines. Our programs provide insightful information on a variety of topics invaluable to those involved in gift planning. Guests are welcome to attend a meeting and join us for breakfast at a minimal charge. Please register to join us at one of our meetings so that we have an opportunity to meet you.

Our Council is one of more than 100 councils nationwide affiliated with the Partnership for Philanthropic Planning (formerly NCPG) of Indianapolis, Indiana. Our local Council has launched the LEAVE A LEGACY® program partnering with organizations in the community to promote the concept that anyone can make a difference in the lives that follow by including a charitable bequest in their estate plan.

Planned giving is a wonderful way to help donors achieve their philanthropic objectives. I hope you take advantage of all that the Planned Giving Council of Broward County has to offer. Please come as our guest to determine for yourself how our organization might enhance your expertise and build our professional network.

On behalf of the Planned Giving Council of Broward Board, we look forward to meeting you at one of our programs in the very near future.

Gregory Tait, CPA, PFS

233 McCrea Street, Suite 400
Indianapolis, IN 46225
p: (317)269-6274
f: (317)269-6276

LEAVE A LEGACY® Broward County
Visit our LEAVE A LEGACY website for more information and see how you can make a difference in the lives that follow.