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Calendar of Events

Planned Giving Council of Indian River: 2019-2020 Program Schedule

Tuesday, November 5, 2019 – 12:00pm – 1:30pm - QVRC Waterfront Dining Room
Speaker: Heidi Jark, J.D., Senior Vice President and Managing Director, Foundation Office at 5/3 Bank, Cincinnati, OH.

Topic: “Millennials: Understanding Their Perspective to Create New Opportunities.”

Description: This program will broaden your general understanding of millennials through research while also reviewing how millennials work, live and give. Ms. Jark will explore some real world examples of successful engagement by charities and families that will help answer the important question: How do charities successfully engage Millennials?

Sponsored by: 5/3 Bank

Wednesday, December 4, 2019 - 8:00am – 9:30am – C.J. Cannon’s (Airport) Restaurant
Speaker: Brian Wodar, Senior Vice President/Financial Advisor, AB Bernstein

Topic: “Highs and Woes”

Description: Volatility in the stock market, interest rates and geopolitics is making for “interesting times.” Brian Wodar will provide an update on the economy and the capital markets. He will also share creative ways for donors to support charities while being as tax-efficient as possible under the new tax law.

Annual/Election Meeting

Wednesday, February 19, 2020 - 8:00am – 9:30am – C.J. Cannon’s (Airport) Restaurant
Speaker: Judy Cash, Retired, University of Virginia-McIntire School of Commerce

Topic: “Shepherding the Gift to Fruition.”

Description: Judy has 30 plus years and wonderful experiences to share. She will focus on the “relationship” that makes gift planning truly successful.

Wednesday, March 18th 2020 Noon - 1:30 PM QVRC Waterfront Dining Room
Speaker: Richard Johnson, Planned Giving Counselor,Planned Giving Sustaining Charities

Topic: "Give While You Live, Keeping the Income"

Description: Dick will share his deep understanding of Charitable Gift Annuities and why they make sense for Many charities and their Donors

Tuesday, April 21, 2020 – 8:00am – 9:00am – QVRC Waterfront Dining Room

“13th Annual Pinnacle Award Breakfast” – Recognizing the 2020 recipient (TBD) – for Excellence in Charitable Planning.

Presented by: the Indian River Estate Planning Council (IREPC) and the Planned Giving Council of Indian River (PGCIR).

Sponsored by: Cypress Trust Company; Fidelity; Gould Cooksey Fennell; Indian River Community Foundation; Offutt, Barton, Schlitt; Vero Insurance; United Way

Tuesday, May 12, 2020 – 5:15pm – 7:15pm – Joint Meeting/Dinner with the Indian River Estate Planning Council & PGCIR - QVRC Boathouse
Presenters: Jeffrey R. Pickering, President and CEO, Indian River Community Foundation

Topic: TBD

Description: TBD

Sponsored by: Indian River Community Foundation