This two-part series is designed to:

• Expand your knowledge about the impact of your clients’ gifts on the Federation and Jewish community.

• Continue learning best practices for having conversations with clients about charitable planned giving.

• Engage in open dialogue with key PAC members, with follow up and continued support from your group leader.

• Continue to grow personal and professional relationships with your cohort.

• Examine and review fact patterns together.

Group Leaders:

Jeffrey A. Baskies, Esq.

Laurence I. Blair, Esq.

Bryan Drowos CFP®, CPWA®

Thomas R. Kaplan, MBA

David Pratt, Esq.

Mark Schaum, Esq., CPA

Richard D. Steinberg, CFA

Part 1: Wednesday, January 24, 2024 – 5:30 pm

Part 2: Thursday, May 16, 2024 – 5:30 pm

The Colony Group

Tower II, 5100 Town Center Cir #150, Boca Raton, FL 33486

RSVP is required to participate in the series.

For more information, please contact Erica Gordon, Director, Foundation Development at or 561.852.3114.


Registration for PAC Roundtable Discussion series is now closed, however, we would love for you to join us. Please contact Erica Gordon, Director, Foundation Development at or 561.852.3114. Thank you