Time & Location

May 15, 2026, 8:30 AM – 11:30 AM

The Tower Club Fort Lauderdale, 100 SE 3rd Ave, Fort Lauderdale, FL 33394

About the Event

The 32nd Annual Planned Giving Council of Broward County

Symposium & 3rd Annual Planned Giving Awards:

 

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

 

The 32nd Annual Planned Giving Council of Broward County Symposium & 3rd Annual Planned Giving Awards brings together philanthropic professionals, advisors, and nonprofit leaders for a day of learning, dialogue, and recognition.

 

This year’s Symposium is centered on The Future of Legacy Giving: Using Data and Automation to Strengthen Stewardship, examining how organizations are evolving their gift planning programs to better serve donors, honor donor intent, and build sustainable, forward-looking legacy strategies.

 

Through keynote insight and a facilitated panel discussion, attendees will explore practical applications, emerging trends, and strategic considerations related to data, automation, and stewardship in modern gift planning. The conversation will highlight how innovation can strengthen relationships without diminishing the personal connection at the heart of legacy giving.

 

Keynote Speaker

Dave Smith, CAP®

 President and CEO

 Heaton Smith Group

 

Dave Smith’s keynote presentation, Building best in class Gift Planning Programs: What Drives Lasting Success, will focus on the defining characteristics of the most effective gift planning programs in the country. Drawing on nearly 30 years of experience advising nonprofit organizations nationwide, Dave will share insights into program structure, donor centered strategy, documentation discipline, and stewardship practices that lead to enduring results.

 

Dave is the Founder and CEO of Heaton Smith Group, a nationally recognized gift planning consultancy based in Atlanta, Georgia. He has worked across healthcare, higher education, academic medicine, arts and culture, independent schools, and national foundations, with clients including Memorial Sloan Kettering Cancer Center, The Obama Foundation, The George Washington University, Phoenix Children’s Hospital, Memorial Health Joe DiMaggio Children’s Hospital, UK Healthcare, and the University of California Riverside.

 

He serves on the board of The Giving Institute, is a former board member of the Giving USA Foundation, and is the Charitable Gift Planning Track Dean for the Madison Institute. Dave is a frequent national speaker and holds the Chartered Advisor in Philanthropy® designation.

 

Featured Panel Discussion

The Future of Advisor–Nonprofit Collaboration in a Tech-Enabled World

Moderator:

• Karey Greenstein

  Senior Vice President, Senior Relationship Advisor, Northern Trust

 

Panelists:

• Kaley Barbera Willert, J.D., LL.M.

  Senior Vice President, Senior Relationship Advisor, Northern Trust

   

• Matthew Saneholtz, CFA, CFP®

  President and CERTIFIED FINANCIAL PLANNER™ Professional, Tobias Financial Advisors

   

• Cathy Brown, CFRM, APTD

  Director, Community Foundation of Broward

 

This discussion will explore how cross-sector partnerships can be strengthened through clearer communication, stronger alignment, and the effective use of data and technology. Panelists will address the challenges professionals are navigating today and share practical, experience-driven insights that can be applied immediately.

 

The program concludes with the Planned Giving Awards, recognizing individuals and organizations whose leadership and commitment continue to advance the profession.