Palm Beach State - Planned Giving Forum

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Home > Foundation > Planned Giving Forum

Planned Giving Forum

The Planned Giving Forum was created to offer estate planning and financial professionals thought-provoking presentations and an opportunity to learn more about the college. We strive to present only the highest caliber speakers addressing current topics of interest to this expert audience.

The Palm Beach State College Foundation offers the following individuals who have expressed their comfort in recommending the College as a viable recipient of a donor's generosity. These professionals are the founding members of the Foundation's Planned Giving Forum, where they serve as ambassadors to current and potential donors. They attend the Foundation's Planned Giving Forum presentations.

Our next Planned Giving Forum will be on:
TBA

Scott J. Altschul, J.D. Key Private Bank scott_j_altschul@keybank.com	Noah Bate Northwestern Mutual (561) 707-2957	Warren Borsch, III Grand Bank & Trust of FL wborsch@gbof.com
Michael Coady IronStone Bank michael.coady@ironstone.com	Charles Fischer, Jr. charles.b.fischer@db.com	Curtis Francisco curtfran@profit1.net
Lawrence A. Greenberg U.S. Trust lawrence.a.greenberg@ustrust.com	Ilean Guthartz	Steve Haligas
Laura Hanson Merrill Lynch laura_1_hanson@ml.com	Charles W. (Chuck) Holderness Northwestern Mutual www.nmfn.com/chuckholderness	Mike Jones Economic Council of PBC, Inc. MJones@EconomicCouncilPBC.org
Sasha A. Klein Comiter Singer sklein@comitersinger.com	Robert Koo 561-267-1689	Michael Leone Cass, Levy and Leone mikel@casslevy.com
Tammie Massey tammie@downeypa.com	Brian Nemeroff Berman Hopkins nemeroff@bermanhopkins.com	Robert L. Peters Key Private Bank tim_peters@keybank.com
Laura Prevratil	Ellen Laird Regnery eregnery@hsplaw.com	Donn Sanders Janney Montgomery Scott (561) 803-7126
Fabiola Sardinha Merrill Lynch fabiola_sardinha@ml.com	Sara Scaldini Morgan Stanley saralyn.scaldini@morganstanley.com	Angelo Schiralli aschiralli@sofla.nef.com
Carey Shook carey.shook@nmfn.com	Kathleen A. Strother PNC Wealth Management kathy.strother@pnc.com	Dean Tendrich The Tendrich Companies deantendrich@bellsouth.net
Devin Wagman Merrill Lynch devin_wagman@ml.com	Patrick M. Whitehead Whitehead Law Offices patrick@wlawoffices.com www.wlawoffices.com

Reference within this web-page to any individual or corporation does not constitute or imply an endorsement, recommendation, or favoring by the Palm Beach State College or the Palm Beach State College Foundation.