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March 8, 2017

 

A CONVERSATION ON PLANNED GIVING

featuring a panel of local community leaders and philanthropists

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Moderated by

Kerry A. Bartlett, CFRE, MBA

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Hosted by

Planned Giving Council of Indian River

 We’ll talk about what motivated each panelist to make a planned gift, what leaving a legacy means to each participant, what giving vehicle worked best for their circumstances and what benefits it offered them.
Answers to these questions and more!

 WHEN:  Wednesday, March 8 from 3:00-4:30 p.m.

WHERE:  Northern Trust Community Room, 755 Beachland Blvd.

This event is FREE and open to non-profit professionals and guests, members of Planned Giving Council of Indian River, the Estate Planning Council of Indian River and the Association of Fundraising Professionals of Indian River County. Cookies, coffee and water will be served.

 

RSVPs are required.  Contact Anita Calabro, Trust Officer at Cypress Trust Company:

Anita.Calabro@cypresstrust.com

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SAVE THE DATE

2017 National Philanthropy Day Celebration

November 15, 2017
Vero Beach Museum of Art

More information to follow

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Watch this year's National Philanthropy Day Celebration

National Philanthropy Day Award Recipients Announced

On November 9, Indian River County's National Philanthropy Day Award recipients were announced during a dinner program held at Oak Harbor.  Click here to read more about this year's recipients listed below.

Outstanding Youth in Philanthropy
Owen Leyda

Outstanding Volunteer Fundraiser
Marta Schneider

Outstanding Corporate Philanthropist
REALTORS® Association of Indian River County

Unsung Hero
Donald Poust

Outstanding Individual Philanthropist
Joyce Steggles

2016 President's Award
Alma Lee Loy


At the 2016 Annual Meeting held on December 5, 2016, the following were elected to the
2017 Board of Directors:

President Monique Walker, CFRE
President-Elect Peggy Gibbs, CFRE
Vice President/NPD                Judith Lemoncelli, CFRE
Secretary Shannon Bowman
Treasurer Camille Yates
Past President Stephen Higgins, CFRE
   
Director Kerry Bartlett, CFRE
Director Liz Bruner
Director Russ Isaac
Director Katha Kissman
Director Michele Peters
Director Jessica Schmitt
Director Camilla Wainright


             


Sept. 15 Updated Membership Directory Now Available!

click to view


If you are planning on working toward your CFRE and have any questions regarding the process or exam, please contact any of the chapter's twelve CFREs listed below who will be more than happy to advise you:

Kerry Bartlett, CFRE
Ginny Blossom, CFRE
Peggy Gibbs, CFRE
Stephen Higgins, CFRE
Richard Johnson, CFRE
Dolores Korf, CFRE
Kathleen Kowanic, CFRE
Judith Lemoncelli, CFRE
Lenora Ritchie, CFRE
Beverly Sanders, CFRE
Beverly Smith, CFRE
Monique Walker, CFRE

CFRE Application Summary and Information

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