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2019-2020 Meeting Dates

September 18, 2019
October 16, 2019
November 20, 2019
January 22, 2020
February 18, 2020
(Joint Program with AFP/Broward)
March 18, 2020


Unless otherwise noted, all meetings are held at 7:30 AM at:
The Tower Club
100 S.E. Third Avenue
28th Floor
Fort Lauderdale, FL 33394

Annual Symposium

May 2020 (TBD)
Broward Center for the Performing Arts, Mary N. Porter Riverview Ballroom


 What is Planned Giving?

Planned giving is a "buzz-word" that is being touted in the charitable world as the best fund development opportunity to come along in many years. In reality it isn't new; it's simply being more widely discussed. Many small and intermediate-sized charitable organizations realize they can share in some of the major resource development opportunities heretofore enjoyed by larger organizations.

The terms "planned giving," "deferred giving," and "gift planning" are often used synonymously and, for most purposes, have the same meaning. However, we'd like to encourage you to substitute the term "gift planning" in place of the term "planned giving." The concept of gift planning shifts us to an active stance from the passive and focuses on the best interests of the donor and not on "selling" planned giving techniques or products. It frees us to better do our jobs, as executives and/or volunteers and to motivate and excite our constituencies to be creative in assisting and supporting our respective missions. (For a glossary of planned giving terms, click here.)