Philadelphia Estate Planning Council

Events

    • Tuesday, November 16, 2021
    • 12:30 PM - 1:45 PM
    • Zoom Webinar (Details to be sent the day prior to the program)
    Register

    "Choosing Your Philanthropic Path:
    Private Foundations and Donor Advised Funds"

    With COVID cases still prevalent in our region, the PEPC has decided to convert our November luncheon program to a virtual format.  As a special member benefit, current PEPC members will receive complimentary registration to our November 16, 2021 virtual program. Continuing education credits are not included in the complimentary registration and must be purchased separately.

    The purpose of this presentation is to educate advisors by comparing and contrasting Private Foundations and Donor Advised Funds so they are better prepared to educate their clients deciding between these vehicles. We will begin by looking at the overall Philanthropic landscape, the more popular charitable solutions, and position DAF’s and PF’s as the vehicles of choice for “giving while living.” We will then take a more detailed look at PF’s and DAF’s, and ultimately compare the two in an objective fashion. We will close by talking about the growing trend of families using both vehicles to complement each other.

    Speaker: Glenn Garbutt is vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 328,000 nonprofit organizations with $51 billion in grants.  The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mr. Garbutt assumed his current role in 2010.

    In this role, Mr. Garbutt is a premier resource on charitable planning for advisors and their clients in the Northeast area. He educates advisors on current charitable planning trends and strategies, along with leveraging the benefits of Fidelity Charitable’s donor-advised fund program, to help philanthropic clients give more to the charities they support.

    Prior to joining Fidelity Charitable in 2010, Mr. Garbutt held various sales roles at leading organizations such as Deutsche Bank, Fidelity Investments, and MFS Investment Management.

    One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

    This meeting is being sponsored by


    Click here to download a printable registration form.



    • Thursday, December 02, 2021
    • 5:30 PM - 7:30 PM
    • The Olde Bar, 125 Walnut Street, Philadelphia, PA 19106
    Register

    Celebrate the holiday season with the Philadelphia Estate Planning Council over cocktails and heavy hors d'oeuvres at The Olde Bar.

    The Olde Bar, located in Philadelphia’s landmark Old Original Bookbinder’s, is a contemporary oyster bar and cocktail lounge steeped in the city’s nautical and culinary traditions.

    Pre-register by November 26th to be eligible to for great door prizes!



Past events

Wednesday, October 20, 2021 Welcome Back Party - CANCELLED
Tuesday, October 19, 2021 October 2021 Virtual Program
Tuesday, October 05, 2021 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, September 29, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 21, 2021 September 2021 Virtual Program
Monday, August 16, 2021 24th Annual Golf, Tennis & Yoga Outing
Monday, August 16, 2021 SPONSORSHIPS: 24th Annual Golf, Tennis & Yoga Outing
Tuesday, June 15, 2021 VIRTUAL ETHICS FORUM: Ethics of Working from Home
Wednesday, June 02, 2021 The Accredited Estate Planner® Designation Explained
Tuesday, May 11, 2021 2021 Virtual Annual Meeting & Seminar
Wednesday, March 24, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, March 16, 2021 March 2021 Virtual Program
Tuesday, February 16, 2021 February 2021 Virtual Program
Thursday, February 04, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, February 02, 2021 The Accredited Estate Planner® Designation Explained
Tuesday, January 19, 2021 January 2021 Virtual Program
Thursday, December 10, 2020 Winter Fashion Event with Kin Boutique & Nuance Jewelry
Tuesday, November 17, 2020 November 2020 Virtual Luncheon Program
Wednesday, October 28, 2020 Virtual Trivia Game Halloween Happy Hour
Tuesday, October 20, 2020 October 2020 Virtual Luncheon Program
Tuesday, October 06, 2020 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 22, 2020 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, September 16, 2020 Virtual Welcome Back Happy Hour
Tuesday, September 15, 2020 September 2020 Virtual Luncheon Program
Wednesday, June 24, 2020 PEPC MEMBERS ONLY: Roundtable Program
Monday, June 22, 2020 24th Annual Golf & Tennis Outing
Wednesday, June 17, 2020 Ethics Forum WEBINAR: "Ethics of Trust Modification Revisited, a case study"
Tuesday, March 17, 2020 March 2020 Luncheon Program - CANCELLED
Thursday, March 05, 2020 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, February 19, 2020 Drop-In Networking Event
Tuesday, February 11, 2020 February 2020 Luncheon Program
Thursday, February 06, 2020 Power Speed Networking Event
Monday, January 27, 2020 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, January 07, 2020 January 2020 Luncheon Program
Wednesday, December 04, 2019 Holiday Celebration
Tuesday, November 19, 2019 November 2019 Luncheon Program
Tuesday, October 22, 2019 October 2019 Luncheon Program
Tuesday, October 15, 2019 PEPC MEMBERS ONLY: Roundtable Program
Thursday, October 10, 2019 Past Presidents Luncheon
Tuesday, September 17, 2019 September 2019 Luncheon Program
Thursday, September 12, 2019 Welcome Back Party
Monday, June 24, 2019 23rd Annual Golf & Tennis Outing
Monday, June 24, 2019 SPONSORSHIPS: 23rd Annual Golf & Tennis Outing
Thursday, May 16, 2019 2019 Annual Meeting, Seminar & Reception
Tuesday, April 30, 2019 Ethics Forum: "Ethics of Trust Modification"
Saturday, April 27, 2019 Outreach Committee Meeting with Habitat for Humanity
Thursday, April 25, 2019 Women's Initiative Committee - Special Event
Monday, April 22, 2019 Outreach Committee Meeting
Monday, April 15, 2019 Outreach Committee Meeting
Wednesday, April 10, 2019 Outreach Committee Meeting
Friday, April 05, 2019 Outreach Committee Meeting
Tuesday, March 19, 2019 March 2019 Luncheon Program
Wednesday, March 13, 2019 Ethics Committee Meeting
Tuesday, February 19, 2019 February 2019 Luncheon Program
Thursday, February 14, 2019 Social Media Committee Meeting
Wednesday, February 13, 2019 Ethics Committee Meeting
Wednesday, February 06, 2019 PEPC MEMBERS ONLY: Roundtable Program
Friday, January 25, 2019 Outreach Committee Meeting
Wednesday, January 16, 2019 Women's Initiative Committee Meeting
Wednesday, January 09, 2019 Ethics Committee Meeting
Tuesday, January 08, 2019 January 2019 Luncheon Program
Monday, January 07, 2019 Social Media Committee Call
Thursday, December 20, 2018 Programs Committee Meeting
Thursday, December 13, 2018 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, December 12, 2018 Ethics Committee Meeting
Tuesday, December 04, 2018 Holiday Celebration
Wednesday, November 28, 2018 Women's Initiative Committee Meeting
Wednesday, November 14, 2018 Ethics Committee Meeting
Tuesday, November 13, 2018 November 2018 Luncheon Program
Tuesday, November 13, 2018 Newsletter Committee Meeting
Thursday, November 08, 2018 Membership Committee Meeting
Tuesday, November 06, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, October 30, 2018 Power Speed Networking Event
Wednesday, October 24, 2018 Drop-In Networking Event
Wednesday, October 24, 2018 Women's Initiative Committee Meeting
Tuesday, October 16, 2018 October 2018 Luncheon Program
Wednesday, October 10, 2018 Ethics Committee Meeting
Wednesday, September 26, 2018 Women's Initiative Committee Meeting
Tuesday, September 25, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 18, 2018 September 2018 Luncheon Program
Wednesday, September 12, 2018 Welcome Back Party

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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