9th Annual Planned Giving Symposium

When:  Feb 7, 2019 from 08:30 AM to 02:30 PM (ET)
Associated with  AFP FL, First Coast Chapter

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

Location

San Jose Country Club
7529 San Jose Blvd.
Jacksonville, FL 32217

Contact

Jeff Davitt
904-819-6489
JDavitt@flagler.edu