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 five 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.
If you join us, your Membership dues cover the cost of all breakfast meetings and provides full access to our impressive network of experienced professionals. Please contact us at firstname.lastname@example.org 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 President of the Planned Giving Council of Broward County for the 2020-2021 year. I 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! My membership in the Council has offered me guidance, continuing education, and has helped shape my professional career. 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!
Kaley Barbera, J.D., LL.M.