Thursday, November 17, 2016
Planned Giving Superheroes When Strategic Gifts Saved the Day

Time: 8:30 am 10:00 am
Location: Hodges University, Stock Building, John White Community Room
Speaker: Van Pate, RBC Wealth Management
Details and Registration

Job Postings

The Greater Naples planned Giving Council is pleased to offer a listing of job opportunities that may be of interest to our members.

Click here to view the current opportunities.

The Greater Naples Area Planned Giving Council is the premier professional association for people whose work includes developing, marketing and administering charitable planned gifts. Our members include estate planning and tax attorneys, accountants, bank trust officers, financial advisors and consultants, plus representatives of nonprofit organizations and institutions.

We are a non profit organization affiliated with the
Partnership for Philanthropic Planning and ascribe to its Code of Ethics. The Council fosters the exchange of ideas through networking and partnerships, including regular luncheon meetings featuring professional and engaging speakers. Guests are always welcome!

We hope you will find our web site to be a useful resource. Inside you will find information about our upcoming programs and events, as well as links to a variety of resources and information on planned giving, and some of the federal regulations and changing tax laws affecting charitable gifts.

We encourage your participation in our dynamic Council to help to increase your effectiveness as a member of the gift planning community.

Amendment to the Florida Solicitation of Contributions Act
By Jenifer S. Schembri, Esq., Estate Planning, Board Certified in Tax Law

The Florida Solicitation of Contributions Act (the "Act") requires anyone who solicits donations, i.e., charitable organizations, sponsors, professional solicitors and fundraising consultants, to register with the Florida Department of Agriculture and Consumer Affairs (the "DACA"). Recent amendments to the Act have added some additional administrative and reporting requirements which became effective July 1, 2014. Read More

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