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.

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February 2018

The Gen Savvy Philanthropic Advisor

February 1 @ 8:30 am - 10:00 am
Conservancy of Southwest Florida, Eaton Conservation Hall, 1495 Smith Preserve Way
Naples, FL 34102 United States
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Speaker: Amy Hale, CFP Vice President, Managing Director, Private Wealth Advisor and Director, BMP Private Bank

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March 2018

Building and Sustaining Relationships: Where Professional Advisors and Gift Planners Meet

March 22 @ 8:30 am - 10:00 am
Hodges University, Stock Building, White Community Room, 2647 Professional Circle
Naples, FL 34119 United States
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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…

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