The Planned Giving Council of the Mid-South offers members educational programs and networking opportunities throughout the year. Access to a network of peers working full and part time to secure charitable gifts is a significant benefit. Our meetings are planned to provide a balance of career development, education and awareness of current issues affecting the business of planned giving.

Programs are FREE to those who are members ($35 for guests).
If you would like to become a member, click here for more information! Or contact us to find out how to join.

Planned Giving Council of the Mid-South Fall Event 2023
Co-sponsored by Jewish Foundation of Memphis

Tuesday, October 24th, 2023

Topic: A panel discussion about the value of having a will and creating a legacy.

Our Professional Panel:
  • Jason Salomon, JD (our moderator)
  • Chasity Grice, JD, LLM;
  • Garrett Bizzell, CPA
  • Lawson Arney, CFP


Time: Registration begins at 3PM. Panel discussion: 3:30 – 4:30PM. Networking Reception will follow.

Location: Memphis Botanic Garden (located in the Sara’s Place event space), 750 Cherry Road, Memphis, TN 38117

Registration: Free for Members and $15 for Professional Non-members to attend.


With programs like this, isn’t this the year for you to finally join the Planned Giving Council of the Mid-South? Contact Joey Maurizi for more information ( or 901-478-0694)  or visit our membership page.

Past Events

September 6, 2023
SOCRATIC FUNDRAISING - Using Questions to Advance the Donor's Journey
Dr. Russell James,Texas Tech Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director

March 2, 2023
A Wholistic Approach to Planned Giving ( Various Aspects of Planning, Marketing, Managing & Evaluating Your Program
Barlow T. Mann, JD, Sharpe Group

September 22, 2022
Planned Giving Council of the MID-SOUTH Social Hour

September 8, 2022
Understanding Major Trends That Are Impacting Donors Today...and Tomorrow!
How Shifts in Donor Behavior Are Impacting Nonprofit Outreach
Nathan Stelter, President, The Stelter Company

August 25, 2022
Gifts of Appreciated Assets in Inflationary Environments
Winton Smith, Attorney

September 30, 2021
Pamela Jones Davidson, J.D., Davidson Gift Design

February 3, 2021
Retirement Account Assets: What You Need to Know

September 30, 2020
A to Z: The Life of a Planned Gift
Panel of local advisors and development professionals

September 16, 2020
Planned Giving 101 – Back to Basics
Local nonprofit professionals and estate planning attorneys

April 24, 2020
"Planned Giving During and After the Pandemic"
Presented by Robert F. Sharpe, Jr.