Planned Giving Council of Broward

Planned Giving Council of Broward PGC Broward is an association of charitable gift planning professionals who serve as philanthropic ambassadors, promoting nonprofits throughout South Florida.

We provide a vibrant forum for education, communication, networking and collaboration. The PGC of Broward offers an educational forum in the many technical aspects, marketing strategies, and implementation procedures of an effective planned giving program. It further provides the vehicle for networking of local professionals in the planned giving process, and promotes increased charitable giving from the general public to better our community.

What a fantastic day at the 32nd Annual Symposium & Planned Giving Awards! The Planned Giving Council of Broward County ...
05/19/2026

What a fantastic day at the 32nd Annual Symposium & Planned Giving Awards!

The Planned Giving Council of Broward County was thrilled to welcome so many incredible nonprofit professionals, advisors, and community leaders for a day full of connection, collaboration, and inspiring conversations about the future of philanthropy and legacy giving.

A huge congratulations to our outstanding honorees, Tobias Financial Advisors and Cathy Brown, CFRM, APTD, for your well-deserved recognition! And thank you to our amazing speakers, panelists, sponsors, attendees, and Board of Directors for making this year’s symposium such a memorable success.

We’re energized, inspired, and already looking forward to next year!

Philanthropy isn’t what it used to be, and “good enough” just no longer cuts it.Join the Planned Giving Council of Browa...
04/30/2026

Philanthropy isn’t what it used to be, and “good enough” just no longer cuts it.

Join the Planned Giving Council of Broward on Friday, May 15 for our 32nd Annual Symposium & 3rd Annual Planned Giving Awards.

We’ll explore the future of legacy giving with Keynote Speaker, David Smith, CAP from Heaton Smith Group, and a panel of industry leaders moderated by Karey Greenstein from Northern Trust and featuring Kaley Barbera Willert from Northern Trust, Matthew Saneholtz from Tobias Financial Advisors, and Cathy Brown from the Community Foundation of Broward sharing what’s working in philanthropy now.

This is for professionals ready to raise the bar, not maintain it.

Registration is open. Secure your spot today.

Happy Birthday to our incredible Co-Symposium Chair, Vanessa Seltzer!Her passion for building lasting impact and her th...
04/16/2026

Happy Birthday to our incredible Co-Symposium Chair, Vanessa Seltzer!

Her passion for building lasting impact and her thoughtful guidance help ensure a brighter future for all we serve. From strategic planning to meaningful connections, her dedication strengthens our mission every day.

We’re so grateful to have her on our team. Help us wish Vanessa a fantastic birthday filled with joy, appreciation, and plenty of cake!

The future of legacy giving will not wait.On May 15, 2026, the Planned Giving Council of Broward County convenes the pro...
04/16/2026

The future of legacy giving will not wait.

On May 15, 2026, the Planned Giving Council of Broward County convenes the professionals who are setting the pace, not reacting to it.

32nd Annual Symposium & 3rd Annual Planned Giving Awards
Tower Club Fort Lauderdale

The focus
The Future of Legacy Giving: Using Data and Automation to Strengthen Stewardship

Keynote
Wm. David Smith, CAP®, President and CEO of Heaton Smith Group

Panel Discussion
Moderated by: Karey Bosack Greenstein

Featured Panel:
• Kaley Barbera Willert, J.D., LL.M.
• Matthew Saneholtz, CFA, CFP®
• Cathy Brown CFRM, APTD

No theory. No filler.
Just the strategy, alignment, and discipline required to operate at a higher level.

If you are responsible for donor relationships, advisory strategy, or long term impact, your seat should already be secured.

Register now. https://www.pgcbroward.org/event-details/32nd-annual-planned-giving-council-broward-county-symposium-3rd-annual-golden-planned-giving-awards

Know a planned giving champion in Broward County?Nominate them for the Golden Planned Giving Awards, presented at the 32...
03/18/2026

Know a planned giving champion in Broward County?

Nominate them for the Golden Planned Giving Awards, presented at the 32nd Annual Planned Giving Council of Broward County Symposium.

Help us celebrate the individuals and organizations making a meaningful impact through generosity and legacy giving.

Nominations open: Now – April 15, 2026

Submit your nomination today: https://lnkd.in/ePy9Aa8n

Legal updates are shaping the future of estate planning and charitable giving. Are you up to speed?Join the Planned Givi...
03/02/2026

Legal updates are shaping the future of estate planning and charitable giving. Are you up to speed?

Join the Planned Giving Council of Broward County for a timely legal update featuring Dr. Adam Scott Goldberg of Revis, Hervas & Goldberg, P.A. as he breaks down key case law decisions from the past year and what they mean for attorneys, financial advisors, and nonprofit professionals.

Walk away with practical insights you can use immediately to better advise clients and protect donor intent.

Seats are limited. Register today: https://wix.to/l97csIE

Last week’s Economic & Market Update Breakfast was exactly the timely conversation nonprofit leaders need right now. Tha...
02/25/2026

Last week’s Economic & Market Update Breakfast was exactly the timely conversation nonprofit leaders need right now.

Thank you to our experts from Synovus who shared clear, practical insights on today’s economy and what it means for nonprofits.

Missed this one? Stay tuned for future programs designed to keep you informed, connected, and ahead of the curve.

The economy is shifting - are you ready?Join the Planned Giving Council of Broward County next week for An Economic and ...
02/11/2026

The economy is shifting - are you ready?

Join the Planned Giving Council of Broward County next week for An Economic and Market Update Discussion, a timely breakfast panel featuring experts from Synovus.

Get clear, practical insights on what’s happening in today’s economy and markets — and what it means for nonprofits right now.

This is your chance to ask questions, gain perspective, and walk away better prepared to lead with confidence.

Register today to save your seat: https://www.pgcbroward.org/event-details/an-economic-and-market-update-discussion-1?utm_campaign=8023f005-170a-4f5e-a75f-13fcafd93f79&utm_source=so&utm_medium=mail

01/27/2026

Last week, the room was buzzing during our Empowered Wealth: Women Shaping Philanthropy breakfast, presented with The Daily Drip.

Powerful conversations were sparked and inspiring dialogue was heard on how women are redefining wealth, giving, and legacy.

Thank you to our incredible moderator, panelists, and everyone who joined us.

Ready for what’s next?
Register for next month’s breakfast and save your sport for our upcoming PGC Broward Symposium!

Join us and stay connected to the ideas shaping the future of giving in Broward County.

The future of legacy giving starts here.Save the date for the 32nd Planned Giving Council of Broward County's Symposium ...
01/22/2026

The future of legacy giving starts here.

Save the date for the 32nd Planned Giving Council of Broward County's Symposium and 3rd Annual Planned Giving Awards.

📍 Tower Club Fort Lauderdale
📅 May 15, 2026 | 8:30–11:30 AM

Join Broward’s philanthropic leaders for a powerful morning exploring The Future of Legacy Giving - where data, automation, and meaningful stewardship come together.

Mark your calendar! You won't want to miss it.

Address

401 E Las Olas Boulevard, Ste #130/155
Fort Lauderdale, FL
33301

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