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Click here to view our membership directory.
 Membership Information
Membership in the Planned Giving
Council of Broward County shall
be limited to persons who
indicate a significant interest
in charitable planned giving and
belong to one of the following
professional categories: |
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Members
of the Florida Bar Members
of the Florida Accountants
Association or American Institute of
Certified Public Accountants
- Trust
Officers or other
representatives of financial
institutions maintaining
trust departments in the
state of Florida
- Life
Insurance agents who are
members of the National
Association of Life
Underwriters and licensed in
the state of Florida
- Securities
representatives licensed
with the New York Stock
Exchange and licensed to the
State of Florida
- Licensed
real estate professionals
- Financial
planners licensed as Certified
Financial Planners (CFP) or
Chartered Financial Consultants
(ChFC)
- Development
Officers or Representatives
working for any group which
qualifies as a tax-exempt
organization under the Internal
Revenue Code 501 (c) (3), and
maintains this status annually.
Membership
dues include the cost of all
breakfasts.
Click here for a Membership
Application.
Individual Membership Dues (1 person): $285
Corporate Membership Dues (3 people): $750
- Dues are based on your registration date and are billed annually.
- All breakfast meetings are included in membership dues.
- The Annual Symposium is
additional.
- Membership is available to
individuals only.
- Corporate memberships
are not available at this time.
Membership in the National Association of Charitable Gift Planners is a separate
membership and can be accessed on their
website at
www.charitablegiftplanners.org.
BENEFITS OF MEMBERSHIP ON
PLANNED GIVING COUNCIL
Local Benefits
- A network of colleagues and contacts
for exchanging ideas and services.
- Frequent, inexpensive opportunities
for professional education.
- An organized voice to raise
consciousness about planned giving
among donors and their advisors.
- An opportunity to develop leadership
skills and earn local and national
recognition.
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