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
Thursday, September 13, 2018
Planned Giving 101
Betsy Pennewill, Esq., Community Foundation of Sarasota
Tom Waters, Easter Seals
8:00 a.m. Networking / Continental Breakfast
8:30-10:30 a.m. Program
Location: Community Foundation of Sarasota County, 2635 Fruitville Road, Sarasota
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.)
Please RSVP to cgpswfl@gmail.com
Planned Giving 101
- Gain an understanding of what is a planned gift and whether your organization is ready to promote planned giving.
- Gain an overview of planned giving vehicles and how they work
- How to plan and prepare your planned giving program
- Review a sample of a planned giving program implementation
Betsy Pennewill, Esq., Community Foundation of Sarasota
Tom Waters, Easter Seals
8:00 a.m. Networking / Continental Breakfast
8:30-10:30 a.m. Program
Location: Community Foundation of Sarasota County, 2635 Fruitville Road, Sarasota
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.)
Please RSVP to cgpswfl@gmail.com
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This program is generously sponsored by:
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Thursday, October 11, 2018
Annual Meeting
This is a fun networking evening with a chance to win prizes!
4:30 p.m. Networking / Wine & Lite Bites
5 p.m. Program
6 p.m. Reception
(Event is free to all)
Location: Easter Seals, 350 Braden Avenue, Sarasota
Annual Meeting
This is a fun networking evening with a chance to win prizes!
4:30 p.m. Networking / Wine & Lite Bites
5 p.m. Program
6 p.m. Reception
(Event is free to all)
Location: Easter Seals, 350 Braden Avenue, Sarasota
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This program is generously sponsored by:
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Thursday, November 8, 2018
Are We Talking the Same Language?
Key concepts advisors can share to more effectively engage their clients in impactful charitable planning
Presenter: David K. Cahoone, Esq.
A collision of economic, political and major Federal tax law changes has created a number of exciting opportunities for all advisors to engage, or re-engage, their clients in charitable planning. This program will focus on several charitable planning strategies well-suited to take advantage of the opportunities presented by these recent changes.
Let’s talk about: using the elimination of most itemized deductions to focus and increase outright and deferred charitable giving; reducing tax increases for residents whose state and local income taxes and property taxes exceed the new “SALT” limitation threshold; helping those who have lost their 1031 exchange escape for art and other collectibles held for investment. We’ll also focus on charitable planning in a rising interest rate environment and the dawning of the age of the donor advised fund.
Participants will leave with many ideas to share and implement with clients, donors, and collaborative partners.
David K. Cahoone is an attorney, consultant, author, and frequent public speaker. He actively practices in the areas of income tax planning, charitable planning, business planning and wealth transfer planning. David has significant experience planning for affluent families and individuals and is a principal and teacher in the Laureate in Wealth Strategies Program.
8:00 a.m. Networking / Continental Breakfast / Registration
8:30-10:00 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.)
Are We Talking the Same Language?
Key concepts advisors can share to more effectively engage their clients in impactful charitable planning
Presenter: David K. Cahoone, Esq.
A collision of economic, political and major Federal tax law changes has created a number of exciting opportunities for all advisors to engage, or re-engage, their clients in charitable planning. This program will focus on several charitable planning strategies well-suited to take advantage of the opportunities presented by these recent changes.
Let’s talk about: using the elimination of most itemized deductions to focus and increase outright and deferred charitable giving; reducing tax increases for residents whose state and local income taxes and property taxes exceed the new “SALT” limitation threshold; helping those who have lost their 1031 exchange escape for art and other collectibles held for investment. We’ll also focus on charitable planning in a rising interest rate environment and the dawning of the age of the donor advised fund.
Participants will leave with many ideas to share and implement with clients, donors, and collaborative partners.
David K. Cahoone is an attorney, consultant, author, and frequent public speaker. He actively practices in the areas of income tax planning, charitable planning, business planning and wealth transfer planning. David has significant experience planning for affluent families and individuals and is a principal and teacher in the Laureate in Wealth Strategies Program.
8:00 a.m. Networking / Continental Breakfast / Registration
8:30-10:00 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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