Greater Naples Area Planned Giving Council meetings are generally offered monthly from 8:30 am – 10:00 am. The meetings feature networking time, breakfast, and a program/presentation. The Holiday meeting and special events such as the Annual Planned Giving Symposium are held at other times.
Programs are free for current members and $35 for nonmembers.
Registrants who fail to attend the program will be billed the cost of the provided lunch.
Registrations will not be accepted within 24 hours of the event.
Register for the June 21st Program
Conversations That Impact Decision Making for Today and Tomorrow’s Philanthropists
June 21 @ 8:30 am - 10:00 am
Speaker: Heidi Jark, Foundation Services Managing Director, Fifth Third Bank
About the Program: What are the issues and conversations that are top to mind for families today? What’s keeping clients up at night and, possibly, keeping them from making financial and planning decisions, including charitable ones? This conversation will explore modern day family dynamics and how those dynamics are changing the playing field for charities. We’ll discuss the conversations revolving around the issues of leaving a lasting legacy, engaging next generations, and mindful giving, and how those conversations impact decision making for today and tomorrow’s philanthropists.
About the Speaker: Heidi B. Jark has a dual role within Fifth Third Bank, overseeing both the administration of corporate and family foundations for the Bank as well as assisting Mirador families administer their private foundations. She has worked with Fifth Third Bank since 1999 serving previously as its Planned Giving Manager. In her role with Mirador, Heidi helps families determine whether a private foundation may be right for their family and meet that family’s long term charitable and legacy goals. Once established, Heidi and her team offer a complete solution for the creation, administration and management of private foundations. Heidi can assist with day-to-day foundation duties as well as the development of a focused mission and vision for your foundation.
Prior to joining Fifth Third Bank, Ms. Jark served as the Planned Giving Director for Valparaiso University, assisting donors in estate and charitable gift planning. Ms. Jark also practiced law in Valparaiso, Indiana concentrating her work in the areas of litigation and appellate brief writing.