Aligning Philanthropic Goals with Financial Planning
Wed, Oct 21
|Community Foundation of Broward
Align your wealth with what matters most. Discover how thoughtful financial planning can help turn philanthropic goals into meaningful, lasting impact.
Time & Location
Oct 21, 2026, 8:00 AM – 9:30 AM
Community Foundation of Broward, 910 East Las Olas Boulevard Suite 200, Ft. Lauderdale, FL 33301
About the Event
Philanthropy is more than deciding how much to give. It’s about making sure your giving aligns with your financial goals, values, and long-term plans.
Join us for an insightful conversation with Tobias Financial Advisors', Chad Williamson, CFP, exploring how thoughtful financial planning can help individuals and families maximize the impact of their charitable giving. From identifying the right giving strategies to considering tax implications, timing, and legacy goals, this session will highlight how philanthropy can be integrated into a broader financial plan.
Tickets
Annual Membership
Membership with the Planned Giving Council of Broward grants you access to all monthly breakfast meetings, where you can connect with industry professionals, participate in educational programs, gain expert insights on the latest trends in planned giving, and receive a ticket to the annual symposium.
$300.00
Planned Giving Council Member
$0.00
Future Member
$45.00
Non-Member
$45.00
Total
$0.00