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| Membership Information
Membership in the Planned Giving
Council of Broward County shall
be limited to persons who
indicate a significant interest
in charitable planned giving and
belong to one of the following
of the Florida Bar Members
of the Florida Accountants
Association or American Institute of
Certified Public Accountants
Officers or other
representatives of financial
trust departments in the
state of Florida
Insurance agents who are
members of the National
Association of Life
Underwriters and licensed in
the state of Florida
with the New York Stock
Exchange and licensed to the
State of Florida
real estate professionals
planners licensed as Certified
Financial Planners (CFP) or
Chartered Financial Consultants
Officers or Representatives
working for any group which
qualifies as a tax-exempt
organization under the Internal
Revenue Code 501 (c) (3), and
maintains this status annually.
dues include the cost of all
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Individual Membership Dues (1 person): $285
Corporate Membership Dues (3 people): $750
- Dues are based on your registration date and are billed annually.
- All breakfast meetings are included in membership dues.
- The Annual Symposium is
- Membership is available to
- Corporate memberships
are not available at this time.
Membership in the National Association of Charitable Gift Planners is a separate
membership and can be accessed on their
BENEFITS OF MEMBERSHIP ON
PLANNED GIVING COUNCIL
- A network of colleagues and contacts
for exchanging ideas and services.
- Frequent, inexpensive opportunities
for professional education.
- An organized voice to raise
consciousness about planned giving
among donors and their advisors.
- An opportunity to develop leadership
skills and earn local and national