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Membership in the Planned Giving Council of Broward County shall be limited to persons who indicate a significant interest in charitable planned giving and belong to one of the following professional categories:

• Members of the Florida Bar


• Members of the Florida Accountants Association or American Institute of Certified Public Accountants


• Trust Officers or other representatives of financial institutions maintaining trust departments in the state of Florida


• Life Insurance agents who are members of the National Association of Life Underwriters and licensed in the state of Florida


• Securities representatives licensed with the New York Stock Exchange and licensed to the State of Florida


• Licensed real estate professionals


• Financial planners licensed as Certified Financial Planners (CFP) or Chartered Financial Consultants (ChFC)


• Development Officers or Representatives working for any group which qualifies as a tax-exempt organization under the Internal Revenue Code 501 (c) (3), and maintains this status annually.

Membership dues include the cost of all breakfasts. First time guests are no charge; additional attendance is $25

Click here for a Membership Application.

Click here to join or renew online.

• Dues are on a calendar year basis (January - December).
• Nine breakfast meetings are included in membership dues.
• The Annual Symposium is additional.
• Membership is available to individuals only.
• Corporate memberships are not available at this time.

BENEFITS IF MEMBERSHIP ON PLANNED GIVING COUNCIL

Local Benefits

A network of colleagues and contacts for exchanging ideas and services.
Frequent, inexpensive opportunities for professional education.
An organized voice to raise consciousness about planned giving among donors and their advisors.
An opportunity to develop leadership skills and earn local and national recognition.