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Annual Planned Giving Council of Broward Symposium to Explore Next Generation Success & Philanthropy

Updated: Feb 1, 2021

The Planned Giving Council of Broward (“PGC”) announced its 2021 annual Symposium, “Next Generation Success & Philanthropy,” A Conversation About Generational Wealth: What Inspires The Next Generation to Give. This special event will highlight the philosophies and trends of the next generation of donors and explore how their views will impact charitable giving.

The PGC Symposium will be held on Wednesday, May 12, 2021, virtually. An estimated 100 professional advisors, planned giving professionals and nonprofit professionals usually gather for networking and breakfast. However, this year will feature a new virtual and engaging platform to accommodate an exciting conversation on the future of charitable giving.

The featured speaker will be Michael Moody, Frey Foundation Chair for Family Philanthropy and author of Generation Impact: How Next Gen Donors Are Revolutionizing Giving. Mr. Moody’s presentation will be supported by a panel including Jonathan DeLuca, Rockridge Capital, Frederick A. DeLuca Foundation; Bridget Kilroy, Entrepreneur, CEO & Founder The Global 51, NextGen Leaders Network; Ana Mari Ortega, Ana Mari Ortega, LLC & Director, Ortega Family Foundation; Kenneth Stiles, CEO of Stiles Corporation, Stiles Foundation; George Taylor, Esq., Partner at Brinkley Morgan, Salah Foundation; and Michael Wagner, CFP, Co-Founder, COO, Omnia Family Wealth and Forbes Next-Gen Best-In-State Wealth Advisors. The panel will be moderated by Michael Wild, Esq., managing partner at Wild, Felice & Partners and community leader. Each panelist will speak on their respective experiences, values and views on philanthropy.

PGC’s mission is to increase the quality and quantity of charitable planned gifts by serving as the voice and professional resource for the gift planning community. Breakfast meetings throughout the year feature presentations by leading professionals in charitable gift planning and related fields. Programs address timely issues and provide up-to-date information of concern to the gift planning community. Symposium support through sponsorships allow the PGC to continue this work and education. Support will help shape the quality of planned giving practices in dozens of organizations across Broward as well as improve the lives of the many residents who rely on the organizations served. Fifth Third Bank has once again stepped forward as the first presenting sponsor for this year’s symposium. Additional sponsorships are available ranging from $250-$2,500.

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By ML Staff. Image by Unsplash


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