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Welcome to the planned giving council of broward COUNTY

Welcome to the planned giving council of broward COUNTY


Welcome to the Planned Giving Council of Broward County!  What an honor it is to be involved with this intimate group of professionals which spans both the nonprofit and for-profit worlds.  Our group provides education, networking, and friendship for those involved with charitable planning and in the estate/financial planning industries.  It is a professional network which will instantly welcome you and allow for the opportunity to get involved and stay up to date on current issues with charitable planned gifts and the professionals who assist in making these planned gifts become a reality.

Our membership includes estate planning and tax attorneys, certified public accountants, trust officers, financial advisors, insurance professionals, and planned giving professionals at local and national nonprofit organizations.  

The Council meets six times per year at the Tower Club for breakfast and networking.  Each one of these breakfast events features a speaker on educational topics of interest to members and their guests. Our Meetings Page on our website contains the dates, topics and speakers for our upcoming breakfast meetings. Additionally, we host an Annual Symposium each May where we bring in prominent speakers and panelists to discuss topics relevant to our membership.  This three-hour morning event continues to be a main attraction and is extremely popular with our members and guests.  We have a number of Sponsorship opportunities for you and your organizations to consider.  Lastly, we have a kickoff social each August to start off our fiscal year!   

If you join us, your Membership dues cover the cost of our kickoff social, all breakfast meetings and provides full access to our impressive network of experienced professionals. Please contact us at for further details on the benefits of membership and sponsorship.  We are always seeking new members to broaden our network and be a part of this professional team of colleagues. 

It is a privilege to serve as the Co-Presidents of the Planned Giving Council of Broward County. We personally welcome you and implore you to join our organization, attend our breakfast meetings and meet some of the other incredible professionals in our community! Our membership in the Council has offered  guidance, continuing education, and has helped shape our professional careers.  Please join us and allow this organization to help you get educated in topics of interest surrounding the planned giving community, provide you with a network of professionals and assist you to grow professionally. We can’t wait to meet YOU!  


Warmest regards,

Traci Allyn Shur, CFRE and Karey L. Bosack Greenstein, J.D.

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