Indian River Estate Planning Council Vero Beach, FL
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Saturday, November 17th, 2018

2019 Pinnacle Award

Dear Colleague:

Attached please find the “Intent to Nominate” form and award criteria for the 2019 “Pinnacle Award” to recognize excellence in charitable planning.

The Pinnacle Award Planning Committee, a joint committee of the Indian River Estate Planning Council and the Planned Giving Council of Indian River, has agreed to coordinate the nomination and selection process as well as the event planning and award presentation.

The award is to honor a professional advisor from Indian River County who has demonstrated outstanding voluntary service to local non-profit organizations in Indian River County by promoting charitable giving through estate and gift planning and who, by their deeds, is an inspiration to others in the professional community.

Please consider nominating a worthy professional advisor (attorney, CPA, trust officer, CLU, CFP or other estate planning advisor) for this commendable award.  The professional may be active, retired or deceased (posthumous awards would be presented to next of kin).  Self-nominations are also welcome.

Please review the award criteria, complete the “Intent to Nominate” form and return the form by the extended date, Tuesday January, 15th, 2019 in order for your nomination to be considered for the “2019” Pinnacle Award.”  Please note that the nomination form has been simplified from three pages to one page, plus a second page for additional comments and submission instructions.  Finalists will be asked for additional data at a later date.

Please mark your calendar for the Tenth Annual Pinnacle Award presentation that is planned from 8:00am to 9:00am on Tuesday, April 23, 2019 at the Quail Valley River Club – Waterfront Dining Room.  Thank you for your consideration of nominating an outstanding professional advisor for this award and I hope that you will plan on joining us for the celebration on April 23, 2019.

If you have any questions, please contact David Osgood, Chairman – Pinnacle Award Planning Committee for 2019, at 772-321-7513 or dosgoodvero@gmail.com

Sincerely,

David Osgood

P.S.   Please send nomination form to:

                        Pinnacle Award Committee
                        P.O. Box 644001
                        Vero Beach, FL  32964-4001



Pinnacle Award Criteria                                   Pinnacle Award 2019 Intent to Nominate Form

 

 

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