The Planned Giving Council of Broward

LEADERSHIP

UPCOMING EVENTS

WHOWE ARE

The Planned Giving Council of Broward County brings together nonprofit and for-profit professionals to network, exchange ideas and share in the knowledge to be gained from speakers known for their expertise in estate and tax planning, financial planning and charitable giving. It is an association for people whose work or interests include the developing, marketing and administering of charitable planned gifts.

Wed, Sep 23
Giving Away the House: Turning Inherited Real Estate Into Tax-Smart Charitable Giving
REGISTER
Sep 23, 2026, 8:00 AM – 9:30 AM
Community Foundation of Broward, 910 East Las Olas Boulevard Suite 200, Ft. Lauderdale, FL 33301
Turn inherited real estate into lasting impact. Discover how the family home can become a meaningful charitable gift while navigating the tax, financial, and practical considerations along the way.
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Wed, Oct 21
Aligning Philanthropic Goals with Financial Planning
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Oct 21, 2026, 8:00 AM – 9:30 AM
Community Foundation of Broward, 910 East Las Olas Boulevard Suite 200, Ft. Lauderdale, FL 33301
Align your wealth with what matters most. Discover how thoughtful financial planning can help turn philanthropic goals into meaningful, lasting impact.
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Wed, Nov 18
The Power of Intentional Philanthropy
REGISTER
Nov 18, 2026, 8:00 AM – 9:30 AM
Location is TBD
Give with purpose. Join us for a thought-provoking conversation on how intentional philanthropy can turn generosity into meaningful, lasting impact.
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Wed, Jan 20
Leaving a Legacy in Higher Education
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Jan 20, 2027, 8:00 AM – 9:30 AM
Broward College - Willis Holcombe Center, 111 East Las Olas Blvd. Bldg. 33 Ft Lauderdale, FL 33301
A legacy gift can shape the future long after a donor is gone. Join us for a panel exploring how planned giving is creating lasting impact in higher education.
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Wed, Feb 17
An Economic and Market Update Discussion
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Feb 17, 2027, 8:00 AM – 9:30 AM
Location is TBD
What’s happening in the economy, and what could it mean for philanthropy? Join us for a timely conversation on market trends, economic shifts, and the outlook ahead.
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Wed, Mar 17
Annual Caselaw Update from Dr. Adam Scott Goldberg, J.D., LL.M. from Revis, Hervas & Goldberg, P.A. (2)
Details
Mar 17, 2027, 8:00 AM – 9:30 AM
Location is TBD
Stay informed on the latest estate planning and charitable giving legal updates! We will review key case law decisions from the past year, offering valuable insights for attorneys, financial advisors, and nonprofit professionals
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OURMISSION

CONNECT

To provide a networking vehicle for local professionals in the planned giving process.

LEARN

To offer an educational forum in the many technical aspects, marketing strategies, and implementation procedures of an effective planned giving program.

GIVE

To promote increased charitable giving from the general public thus providing a financial resource for bettering our community.

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32nd Annual Symposium

PHOTO Gallery

31st Annual Symposium

PHOTO Gallery

MEMBER TESTIMONIALS

"The Planned Giving Council opened my eyes to a broad network of professionals who I could relate to in my career. I have had the pleasure to work with many of them on mutual projects and would have never had that opportunity had it not been for the Council. I am so happy that I joined this Council early in my career as it played such a pivotal role by providing a resource for me on planned gifts and giving me the opportunity to network professionally with a great group of colleagues."

Kaley Barbera