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
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Tuesday, January 22, 2019
Please join us for the upcoming Annual Joint Councils Meeting and Distinguished Speaker Series of Southwest Florida Estate Planning Council, Venice Estate Planning Council, Estate Planning Council of Manatee County, Charitable Gift Planners of Southwest Florida, Financial Planning Association and FICPA. Presented by Lester B. Law Sponsored by: Community Foundation of Sarasota County, Manatee Community Foundation & BMO The 2017 Tax Act makes basis more important for most clients. This presentation discusses how to determine basis and the use of such techniques as gross estate includible non-marital trusts, contingent general powers of appointment, up-stream power of appointment trusts, and opt-in community property trusts. As a member of Charitable Gift Planners of Southwest Florida, CGPSWFL will cover $50 of your $80 registration fee. Please bring $30 in cash or a check made payable to Charitable Gift Planners of Southwest Florida to cover your discounted fee at the door. Registration Deadline: Tuesday, January 17, 2019 Check-In & Networking - 4:30 p.m. Opening Remarks - 5:15 - 5:30 p.m. Presentation & Dinner - 5:30 - 7:30 p.m. Location: Michael’s On East, 1212 East Ave South, Sarasota, FL 34239 |
To RSVP for the January 22nd meeting (no later than January 17):
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Lester B. Law is a member of Franklin Karibjanian & Law PLLC where he focuses on estate and trust planning, business succession planning, estate and trust administration, and income tax matters. He has worked with many entrepreneurs and their families advising them on business succession planning, including dealing not only with the transactional and tax matters, but also with family dynamics and other related issues.
Lester is a Fellow of the American College of Trusts and Estates Counsel (ACTEC), and serves on the Fiduciary Income Tax and Transfer Tax Study committees. An active member of and board certified in Wills Trusts and Estates law by the Florida Bar, Lester has held many leadership roles at the Florida Bar’s Real Property Probate and Trust Law Section, including chairing committees, being an editor of the Tax Notes for the Florida Bar Journal and currently co-chairing a subcommittee exploring the utility of Community Property Trusts in Florida.
Lester is a member of the Florida and District of Columbia Bars and divides his time between Naples and Washington, DC. He has lectured for the past decade at the Florida Banker’s Trust School, was an adjunct professor at the Ave Maria School of Law, and will also serve as an adjunct professor at the University of Miami School of Law, Graduate Estate Planning Program. Â Lester is a nationally recognized speaker co-author of a book on estate planning titled, Tools and Techniques of Trust Planning. Lester is rated AV® Preeminent™ by Martindale Hubbell. Â Prior to law school, Lester was a CPA in Florida with PriceWaterhouseCoopers (formerly Price Waterhouse) for several years.
Lester is a Fellow of the American College of Trusts and Estates Counsel (ACTEC), and serves on the Fiduciary Income Tax and Transfer Tax Study committees. An active member of and board certified in Wills Trusts and Estates law by the Florida Bar, Lester has held many leadership roles at the Florida Bar’s Real Property Probate and Trust Law Section, including chairing committees, being an editor of the Tax Notes for the Florida Bar Journal and currently co-chairing a subcommittee exploring the utility of Community Property Trusts in Florida.
Lester is a member of the Florida and District of Columbia Bars and divides his time between Naples and Washington, DC. He has lectured for the past decade at the Florida Banker’s Trust School, was an adjunct professor at the Ave Maria School of Law, and will also serve as an adjunct professor at the University of Miami School of Law, Graduate Estate Planning Program. Â Lester is a nationally recognized speaker co-author of a book on estate planning titled, Tools and Techniques of Trust Planning. Lester is rated AV® Preeminent™ by Martindale Hubbell. Â Prior to law school, Lester was a CPA in Florida with PriceWaterhouseCoopers (formerly Price Waterhouse) for several years.
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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Tuesday, March 12, 2019
Joint Meeting with AFP (Association of Fundraising Professionals Southwest Florida Chapter)
11:30 a.m. - Registration
Noon - Lunch
Joint Meeting with AFP (Association of Fundraising Professionals Southwest Florida Chapter)
11:30 a.m. - Registration
Noon - Lunch
Wednesday, April 17, 2019
Open Space Interactive Program
Open Space Interactive Program
Wednesday, May 22, 2019
Planned Giving 201
8:0 a.m. - Registration
8:30 - 10:30 a.m. - Program
Planned Giving 201
8:0 a.m. - Registration
8:30 - 10:30 a.m. - Program
This program is generously sponsored by: Allegiant Private Advisors