Partnership for Philanthropic Planning

Serving as the voice and
professional resource for
the gift-planning community
in Southwest Florida since
1994, making a difference
in the lives that follow

The Planned Giving Council of Lee County

Presents the

2018 Planned Giving Symposium

“How to Create Sustainable

Funding for Nonprofits”


Thursday, June 7, 2018 from 8:00 a.m. until 3:00 p.m.

at Florida SouthWestern State College.  

The keynote speaker is dynamic international speaker and author,

Terry Axelrod,

founder and CEO of Benevon.


Terry Axelrod will provide a day’s immersion into what it takes to build a sustainable individual giving program.  She will share her time-tested, often counterintuitive learnings that have helped more than 5,000 nonprofit teams raise more than $1 billion collectively in unrestricted funding, capital and endowment.  Attendees will learn what it takes to build a culture of engagement.


"The donors are truly out there—wanting to contribute,” said Axelrod.  “It's up to the organizations to connect them powerfully to their work and nurture that connection over time.”


“Nonprofits want to know how to create lifelong donors.  Terry Axelrod will explain how any nonprofit, regardless of size or mission can develop real relationships with individuals who are passionate about their program; and build a strong major gifts program,” said Dotty St. Amand, president of The Planned Giving Council of Lee County.  “This is an excellent opportunity for non-profit professionals, financial and legal professionals that work in philanthropy, board members, volunteers, and community leaders to have an engaging day of education and networking.”


For more than forty years, Axelrod has worked in the non-profit field, including founding three nonprofit organizations in affordable housing.  She realized early in her career that the only path to sustainable funding was to systematically connect donors to the mission of the organization, then involve and cultivate them until they were clearly ready to give—in short, to treat donors the way you would treat a close friend or family member, someone with whom you planned to have a lifelong relationship.


Axelrod created the Benevon Model in 1996 after serving as development consultant to a private inner city school from 1992-1995. There she designed and implemented the fundraising and marketing programs that yielded $7.2 million in two and a half years as well as national recognition of the program including a cover story in The Chronicle of Philanthropy.  Author of eight books and several DVDs, she is a sought-after speaker, both nationally and internationally. Her passion and commitment to the possibility of sustainable funding for all nonprofits drive the mission of Benevon and each of its programs.


We wish to thank the following sponsors for making this Symposium possible:
Early bird registration is $50 until May 24, 2018. After May 24, registration is $60. Registration fee includes continental breakfast and lunch.
Registration Form
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"Early Bird" Reservations
If you wish to pay by check, please complete the registration form and make check payable to: Planned Giving Council of Lee County, Inc, and mail to P O Box 07066, Fort Myers, FL 33919
Location: Building U, the Fort Myers Campus of Florida SouthWestern State College. The doors will open at 8:00 AM and the Symposium will conclude at 3:00 PM. Continental breakfast and lunch will be provided. Additional information will be sent to registrants prior to the event.
For questions or more information, please call Barbara Higgins, 239-850-0040, or email at [email protected]