Professional Development
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The mission of the Charitable Gift Planners of Southwest Florida (CGPSWFL) is to promote philanthropy through planned giving. Our Board of Directors, comprised 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 strive 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 join our email list, send your email address to: cgpswfl@gmail.com |
Upcoming Programs
Wednesday, February 20, 2019
"A DAF's Beauty is in the Eye of the Donor"
Presenter: Carlos Byrne
Donor Advised Funds or DAFs have become one of the most popular vehicles utilized for philanthropic giving. Why is this occurring, and how can charities benefit from this mega-trend? This session will explore those questions through: an overview of how DAFs work, examining some creative ways that DAFs are being used by donors, and outlining potential strategies for professional advisors and gift planners and their organizations.
Carlos Byrne is a director of relationship management for BNY Mellon’s Planned Giving group. In this role, he manages client relationship teams responsible for the oversight and administration of planned giving programs. Carlos also oversees the operations of the BNY Mellon Charitable Gift Fund – a donor advised fund. Prior to BNY Mellon, Carlos worked at Time Warner as a district human resources manager.
He received a bachelor’s degree from Cornell University and a master’s degree from Baruch College. Carlos is a member of the National Association of Charitable Gift Planners and currently serves on the Executive Board of the Planned Giving Group of New England. Carlos will be joining us from Boston for this special event!
We encourage you to invite colleagues, co-workers and your leadership team to this program. In fact, this is a great educational event for board members of your organization to attend! A $10 Starbucks gift card will be presented with every member who brings a guest.
8:00 a.m. - Networking/Refreshments
8:30-9:30 a.m. - Program
Location: Community Foundation of Sarasota County, 2635 Fruitville Road, Sarasota, FL 34237
Program is Free for CGPSWFL Members; $25 for guests. (Please be prepared to pay by cash or check upon arrival as credit cards are not accepted.)
"A DAF's Beauty is in the Eye of the Donor"
Presenter: Carlos Byrne
Donor Advised Funds or DAFs have become one of the most popular vehicles utilized for philanthropic giving. Why is this occurring, and how can charities benefit from this mega-trend? This session will explore those questions through: an overview of how DAFs work, examining some creative ways that DAFs are being used by donors, and outlining potential strategies for professional advisors and gift planners and their organizations.
Carlos Byrne is a director of relationship management for BNY Mellon’s Planned Giving group. In this role, he manages client relationship teams responsible for the oversight and administration of planned giving programs. Carlos also oversees the operations of the BNY Mellon Charitable Gift Fund – a donor advised fund. Prior to BNY Mellon, Carlos worked at Time Warner as a district human resources manager.
He received a bachelor’s degree from Cornell University and a master’s degree from Baruch College. Carlos is a member of the National Association of Charitable Gift Planners and currently serves on the Executive Board of the Planned Giving Group of New England. Carlos will be joining us from Boston for this special event!
We encourage you to invite colleagues, co-workers and your leadership team to this program. In fact, this is a great educational event for board members of your organization to attend! A $10 Starbucks gift card will be presented with every member who brings a guest.
8:00 a.m. - Networking/Refreshments
8:30-9:30 a.m. - Program
Location: Community Foundation of Sarasota County, 2635 Fruitville Road, Sarasota, FL 34237
Program is Free for CGPSWFL Members; $25 for guests. (Please be prepared to pay by cash or check upon arrival as credit cards are not accepted.)
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This program is generously sponsored by:
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