The Planned Giving Council of Northeast Florida Presents
Planned Gifts = Lasting Impact
9th Annual Planned Giving Symposium
Thursday, February 7, 2019, 8:30 am - 2:30 pm
San Jose Country Club, 7529 San Jose Blvd, Jacksonville
Keynote Address > Aligning Investment Decisions with Organizational Mission and Values
Lead Speaker: Jane Marie Petty, ChFC®
Director of Consulting Social Impact Investing
Plenary Session > Know Your Role in the Planned Giving Ask: A Case Study Perspective
Paul J. Strawhecker, MPA, ACFRE
President, Paul J. Strawhecker, Inc.
Other Lasting Impact Sessions >
10:15 a.m. Breakout Session #1
- Building a Planned Giving Program - Paul Strawhecker
- Prospect Research - Chelsea Santoro, Jacksonville University
- Financial Planning Case Studies, Balancing Personal and Family Needs with Philanthropic Goals - Reid Hartsfield of BB&T
11:30 a.m. Breakout Sessions #2
- Determine your organizational readiness for Planned Giving! - Jim Moody, Rollins College
Instituting a sustainable planned giving program involves a significant commitment by many individuals with your organization. This session will challenge you to thoughtfully gauge your readiness to begin such a program and if so, the initial steps that will provide lasting benefits. Please join Jim Moody as he shares his experience in starting / growing planned giving programs while engaging participants in a collaborative discussion!
- Planned Giving Vehicles - TBD
- Presentation on the 990 - Grace Sacerdote, Community Foundation of Northeast Florida
Member Rate: $55
AFP, Non-Profit Center, and Estate Planning Council Member Rate: $65
Non-Member Rate: $75
Includes Breakfast, Lunch & Free Parking