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Annual Caselaw Update from Dr. Adam Scott Goldberg, J.D., LL.M. from Revis, Hervas & Goldberg, P.A. (2)

Stay informed on the latest estate planning and charitable giving legal updates! We will review key case law decisions from the past year, offering valuable insights for attorneys, financial advisors, and nonprofit professionals

An Economic and Market Update Discussion

What’s happening in the economy, and what could it mean for philanthropy? Join us for a timely conversation on market trends, economic shifts, and the outlook ahead.

The Power of Intentional Philanthropy

Give with purpose. Join us for a thought-provoking conversation on how intentional philanthropy can turn generosity into meaningful, lasting impact.

Aligning Philanthropic Goals with Financial Planning

Align your wealth with what matters most. Discover how thoughtful financial planning can help turn philanthropic goals into meaningful, lasting impact.

Giving Away the House: Turning Inherited Real Estate Into Tax-Smart Charitable Giving

Turn inherited real estate into lasting impact. Discover how the family home can become a meaningful charitable gift while navigating the tax, financial, and practical considerations along the way.

32nd Annual Planned Giving Council Broward County Symposium & 3rd Annual Golden Planned Giving Awards

The Future of Legacy Giving Using Data and Automation to Strengthen Stewardship

Annual Caselaw Update from Dr. Adam Scott Goldberg, J.D., LL.M. from Revis, Hervas & Goldberg, P.A. (1)

Leaving a Legacy in Higher Education

A legacy gift can shape the future long after a donor is gone. Join us for a panel exploring how planned giving is creating lasting impact in higher education.

An Economic and Market Update Discussion

An engaging panel conversation designed specifically for nonprofit professionals navigating today’s financial environment.

Empowered Wealth: Women Shaping Philanthropy w/ The Daily Drip

Presentation session by The Daily Drip.

Moderator:
Ciara Gravier CIC, CRM, CCIC, Founder & CEO, The Bunker Insurance & Risk Management

Panelists:
Lauren A. Klein, Esq., LL.M., Co-Founder and Attorney, Flourish Law Group, PLLC, and Karen Ross, EA, Partner, Palermo, Landsman & Ross P.A.

Sports & Philanthropy

Presentation session by Justin Heller, Founder & President of Heller Private Wealth, & Tanya Hughes, Founder and CEO of Activate International and Sportspreneurs.

Planned Giving Vehicles

Whether you’re curious about estate planning, life insurance, trusts, or other giving vehicles, this session will help you understand the options available to create a meaningful legacy.