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.
Speaker: Amy Hale, CFP Vice President, Managing Director, Private Wealth Advisor and Director, BMP Private BankFind out more »
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…Find out more »