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2018-2019 Meeting Dates

September 12, 2018
October 17, 2018
November 14, 2018
January 16, 2019
February 20, 2019
(Joint Program with AFP/Broward)
March 20, 2019

ALL MEETINGS:

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 Syposium

May 2019 (date and location TBD)


 

 
 

Click here to view our membership directory.  

 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 professional categories:

PGC-Broward Annual Membership

  • Members of the Florida Bar Members of the Florida Accountants Association or American Institute of Certified Public Accountants
  • Trust Officers or other representatives of financial institutions maintaining trust departments in the state of Florida
  • Life Insurance agents who are members of the National Association of Life Underwriters and licensed in the state of Florida
  • Securities representatives licensed with the New York Stock Exchange and licensed to the State of Florida
  • Licensed real estate professionals
  • Financial planners licensed as Certified Financial Planners (CFP) or Chartered Financial Consultants (ChFC)
  • Development 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.

Membership dues include the cost of all breakfasts.

Click here for a Membership Application.


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 additional.
  • Membership is available to individuals only.
  • 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 website at www.charitablegiftplanners.org.

BENEFITS OF MEMBERSHIP ON PLANNED GIVING COUNCIL

Local Benefits

  • 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 recognition.