Planned Giving Council of Northeast Florida - PGC

10/07/2026

🎉 Tomorrow’s the day! We can’t wait to see everyone at our *sold-out* PGCNEFL program featuring an incredible lineup of speakers for “Legacy Societies & Planned Giving Best Practices.”

We’re looking forward to a great conversation with Dan Bean, Cliff Evans, Jennifer Kifer, and Teresa Scott, moderated by Aaron Sheklin. With this amazing group of speakers and a full room, it’s sure to be a fantastic program! 👏

Thank you to everyone who registered—we’ll see you tomorrow at Maggiano's - Jacksonville for a great afternoon of learning, connection, and conversation. 💙

Sold out + amazing speakers = we’re ready to go! 🎉



K9s For Warriors
Pine Castle Inc
Holland & Knight
Penney Retirement Community

10/01/2026

📣 Don’t forget to register for next week’s PGCNEFL meeting!

We have a fantastic panel lined up for “Legacy Societies & Planned Giving Best Practices”—a timely conversation featuring perspectives from across the industry.

🎤 Panelists:
• Dan Bean — K9s For Warriors
• Jennifer Kifer — Holland & Knight LLP
• Teresa Scott — Penney Retirement Community

& more TBD!

Moderated by Aaron Sheklin of Farther.

📅 Thursday, October 8, 2026
⏰ 11:45 AM–1:00 PM
📍 Maggiano’s | 10367 Mid Town Pkwy, Jacksonville

This is a great opportunity to learn from professionals working across different areas of planned giving and legacy development—and to connect with colleagues in the Jacksonville philanthropic community.

✨ Register today:

https://pgcnefl.starchapter.com/meet-reg1.php?id=27

We hope to see you there! 💙

09/25/2026

Great connections, great conversations, and a shared passion for philanthropy! 💙

Some of our beloved Planned Giving Council of Northeast Florida members had the opportunity to connect in Austin, Texas, at the DAF Summit—bringing together professionals from across the country who are helping donors make a greater impact through charitable giving.

It’s always wonderful to see our PGCNEFL community learning, collaborating, and representing Northeast Florida on the national stage!

A special shoutout to our friends Paul Casperson, and Bryan Clontz. We loved visiting your table and connecting and learning with you in Austin!

09/10/2026

🎉 We’re kicking off our September meeting with another great PGCNEFL presentation!

Today we’re diving into “Here for Good: Why Endowments Are the Best Planned Gifts” with John Zell of The Community Foundation for Northeast Florida.

John always brings an incredible mix of expertise, real-world perspective, and humor to the room—and today is no exception! We’re learning about the lasting impact of endowments and how they can help turn a donor’s generosity into a legacy that truly lasts. 💙

A great afternoon of learning, connection, and conversation with our planned giving community!

06/04/2026

🤖AI + Estate Planning? Check it out:

The Great Wealth Transfer represents an unprecedented movement of wealth between generations. While estimates of the total amount vary, the scale of this transition is undisputed, and the planning challenges it presents are real. Yet research consistently shows that approximately 70% of wealth trans...

05/12/2026

⏰ Last chance to register! Join us this Thursday at Fogo de Chão for our end-of-year luncheon featuring Paul Caspersen, President of Planned Giving Interactive, presenting on The SECURE Act.

Don’t miss this opportunity to gain valuable insights into the evolving charitable planning landscape while connecting with fellow nonprofit and professional advisors before we wrap up the season!

📅 Thursday, May 14, 2026
⏰ 11:45 AM – 1:00 PM
📍 Fogo de Chão | St. John’s Town Center

Secure your spot now — we look forward to seeing you there! 🌟

✅ REGISTER: https://pgcnefl.starchapter.com/meetinginfo.php?id=25&ts=1776731572

04/13/2026

🌸✨ Spring is in the air… and so is a great excuse to celebrate! 🥂 Join us this Thursday from 5–7 PM at Fogo de Chão for our Spring Social —where connections are easy, conversations flow, and the vibes are just right.

Grab a drink, bring a friend, and come mingle with fellow professionals in a fun, relaxed setting—all for FREE! 🎉

✅ REGISTER TODAY: https://pgcnefl.starchapter.com/meetinginfo.php?id=24&ts=1775498392

We can’t wait to see you there!

03/05/2026

🌟 Step into The New Era of Amplified Impact 🌟

Join us on March 19, 2026 | 11:45 AM – 1:00 PM at Fogo de Chão (St. John’s Town Center) for an inspiring presentation with Heather Falmen, Senior Vice President & Regional Purpose Advisor at PNC.

Discover how purpose-driven planning can define the future—for your clients, your organization, and the communities you serve. This is a conversation you won’t want to miss.

🎟 Register now and be part of the impact!

https://pgcnefl.starchapter.com/meetinginfo.php?id=23&ts=1771017380

02/05/2026

What an inspiring day at the Planned Giving Council of Northeast Florida Annual Symposium! Our keynote speakers Dawn Lockhart and Sabeen Perwaiz Syed closed out the day on a high note!

Throughout the day we were fortunate to hear from outstanding speakers and engage in thoughtful, timely discussions on the current state of the philanthropic and planned giving sector. From evolving donor strategies to the future of charitable planning, the insights shared sparked meaningful conversation and connection across our community. Grateful for the collaboration, learning, and shared commitment to impact. If you’re not a member, you should become one today! Join here: https://pgcnefl.org/

02/05/2026

🎤✨ A powerful and timely keynote session from Dawn Lockhart, CEO of the Nonprofit Center of Northeast Florida, and Sabeen Perwaiz, President & CEO of the Florida Nonprofit Alliance. Their insights on The State of the Sector—from policy impacts to local trends—couldn’t be more relevant. Important perspectives, meaningful data, and conversations that truly matter for the work ahead. 🌟📊