The 2018 Pinnacle Award Winner is Lois Appleby!

Dick Johnson

Here's something we've done recently...perhaps you'll see someone you know and JOIN US!


Why Join PGCIR?

  • PGCIR gives you access to the most experienced and creative minds in gift planning.
  • Learn from them, and share your knowledge and experience with donors, clients and non-profit organizations.
  • In a field that encompasses many professions, PGCIR membership is your gift planning credential.
  • Become a recognized professional and help advance the field of gift planning.
  • PGCIR offers you the opportunity to give back --- to invest in your own career and to help others who could benefit from the possibilities of gift planning.

Membership Benefits Include:

  • For just $150 in local council annual dues, your meals are covered at Four Regularly Scheduled Educational Meetings throughout the year, And you receive the following benefits:

  • CE Credits – the November and May meetings include a nationally known speaker on a current estate and gift planning  topic and one-hour
    of continuing education credit for attorneys, CPAs, CTFAs, CFPs, CLUs and ChFCs.

  • PPP Virtual Seminars – periodically, programs featuring nationally recognized professionals that include virtual keynote sessions, informational handouts and are held at a local convenient location.

  • Networking Opportunities - by working together, sharing experiences and professional resources, members help each other stay informed, educated and innovative in the escalating field of charitable gift planning.

  • Mentorship Opportunities - an opportunity to mentor those new to the field of gift planning with your expertise, or to benefit from the guidance of a seasoned member of the gift planning community.

  • Pinnacle Award - a joint collaboration with the Indian River Estate Planning Council to honor a professional advisor from IRC who has demonstrated outstanding volunteer service to local non-profit organizations in IRC by promoting charitable giving through estate and gift planning, and who, by their deeds, is an inspiration to others in the community of professional advisors.

  • Your charity’s listing in the 2014 “Estate Planning Guide to Indian River Charities"