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.
Building and Sustaining Relationships: Where Professional Advisors and Gift Planners Meet
March 22, 2018 @ 8:30 am - 10:00 am
Speaker: Alexandra Pia Brovey, Senior Director of Gift Planning, North Shore – LIJ Health System Foundation
About the Program:
Gift planners and professional advisors are aware of each other and occasionally have the opportunity to work together on a gift. This presentation will discuss:
- The various persons and roles involved in charitable gifts
- Gift scenarios which exemplify positive working relationships
- Recent studies of high net worth individuals
- How we can collectively work together to promote philanthropy
About the Speaker:
Alexandra Pia Brovey is the Senior Director of Gift Planning at the North Shore-LIJ Health System Foundation in Great Neck, New York. After practicing law as an estate planning attorney for 6 years, Alex has focused on gift planning for the past 16 years at three institutions (The Pennsylvania State University, Pace University and Stony Brook University) with campaigns ranging from $100 million to $1.3 billion, before joining North Shore-LIJ in 2008.
She is currently Past President of the Philanthropic Planning Group of Greater New York, as well as a member of the (Long Island, NY) Charitable Estate Planning Council and the Estate Planning Council of Nassau County (NY). Alex was formerly a member of the Pittsburgh (PA) Planned Giving Council, and a founding member and Vice President of the Central Pennsylvania Planned Giving Council. She has spoken at the national, regional and local levels for a variety of organizations.
Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami. Alex is an alumni interviewer for Georgetown Law and coaches junior soccer and baseball.
Meetings feature networking time, breakfast, and a program/presentation.
Programs are free for current GNAPGC and AFP members and $35 for non-members.