Professional Development

The mission of the Charitable Gift Planners of Southwest Florida (CGPSWFL) is to promote philanthropy through planned giving. Our Board of Directors of informed and committed leaders is focused on providing opportunities and tools that can contribute to the gift planning knowledge of both professional private advisors and non-profit leaders. 

CGPSWFL partners with area organizations to bring top-tier training programs and speakers to our area. We want to be a resource beyond the ordinary. With the many possibilities in the gift planning process, we are here to help as our community works with individuals to help them accomplish their philanthropic intentions.

Most programs are free to members of the Charitable Gift Planners of Southwest Florida.

Guests are welcome at each program (each is an independent offering) for a fee of $25 per session.

Ready to become a member?​ Click here to view the membership application. Click here pay via credit card online, or contact us at info@CharitableGiftPlannersSWFL.com
 
To get on our email list, send your email address to: ​cgpswfl@gmail.com

Upcoming Programs

​Wednesday, April 25, 2018
Are You Asking the Question?
4:30 pm. Registration (free to members $25 for guests)
5 pm Program, 6pm Reception 

Have you discussed with your clients/donors what they want to accomplish with their estate plans? If you haven’t, then you aren’t helping them accomplish all their goals. This program will provide you insights from an attorney, a development professional, and a donor on their views involving charitable legacy gifts.

Panelists: 
  • Marion Yongue, USF; 
  • Tina Mroczkowski, Esq, Bowman, George,Scheb, Kimbrough, Koach & Chapman, PA; 
  • Bill Mariotti, Community Volunteer and President/CEO of Bill Mariotti Site Development Co.

​USF Sarasota-Manatee, 8350 N Tamiami Trail, Sarasota

Please RSVP to cgpswfl@gmail.com.       
This program is generously sponsored by:
Save The Date
Wednesday, May 16, 2018
International Charitable Giving: Tax Savings or Tax Trap
3:30 pm. Registration (free to members, $25 for guests)
4 – 5:00 pm Program                
5 – 6:00 pm Reception

Presenters:
  • Kristen Ehrlich, Ballock Walters;
  • Melodie Rich, Mauldin & Jenkins;
  • Bob Carter, Carter Global  

Manatee Community Foundation, 2820 Manatee Ave. W.,  Bradenton

Please RSVP to cgpswfl@gmail.com
Sponsor: