Dear Planning Professional:
Join your peers from the multi-disciplined world of estate, tax, financial, insurance and transactional planning as a member of the Jewish Federation of Palm Beach County’s Professional Legacy Advisors Network (PLAN) for the 2013-2014 year.
There are two ways to join the Planned Giving & Endowments' (PG&E) PLAN for the 2013-2014 year.
- A minimum $750 gift to the Jewish Federation of Palm Beach County’s 2014 Annual Campaign;
- If you have been in your line of work for less than 10 years, a minimum $365 gift to the Jewish Federation of Palm Beach County’s 2014 Annual Campaign (please select below).
As a member, take advantage of exciting programs, including “members only” functions and missions (local, national and global); networking opportunities; receive public recognition of your membership in printed materials and Charitable Planning support materials and information; and/or participate in a mentoring program, pairing you with a fellow professional from a different practice specialty.
Please consider becoming one of our Partners in Philanthropy (PIP) event sponsors.
You and/or your firm’s name will appear in advertising and promotional materials for PLAN events throughout the 2013-2014 season.
- Bronze — $5,000+
- Pewter — $2,500-$4,999
- Copper — $1,000-$2,499
- Benefactor — $500-$999
There are a wealth of events for members scheduled throughout the year. Mark your calendars for the following dates:
Estate Planning Roundtable
Thursday, November 21, 2013
Space is limited; call 561-242-6604
Estate Planning Roundtables
Wednesday, February 12, 2014
Wednesday, April 30, 2014
(Times, topics and/or venues to be determined.)
For more information regarding PLAN, call 561-242-6604 or email.