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
Tuesday, March 12, 2019
Planting Seeds in a Garden You Never Get to See
Legacy Planning from the Estate Planner and Development Officer Perspective
Joint Meeting with AFP (Association of Fundraising Professionals Southwest Florida Chapter) at Michael's On East
How to talk to clients about charitable giving, charitable giving trends, and how to start a legacy society.
Presenters:
Allison Archbold, Board Certified Wills, Trusts and Estates Attorney, Archbold Law Firm and
Ann Logan, Vice President for Development, Marie Selby Botanical Gardens
11:30 a.m. - Check in and Networking
Noon to 1 PM - Lunch/Program
Location: Michael's On East, 1212 East Ave South, Sarasota, FL 34239
AFP and CGPSWFL Members: $32
Guests: $38
RESERVATIONS OPTIONS:
Email your reservation to kim.afpswfl@gmail.com and then pay at the door with cash, check or credit card.
OR
Click here to reserve and pay online.
Your ticket purchase covers lunch and associated costs.
Note: If you reserve, do not pay in advance, and then are unable to attend the meeting without providing 24-hour notice,
you will be invoiced for the luncheon.
Planting Seeds in a Garden You Never Get to See
Legacy Planning from the Estate Planner and Development Officer Perspective
Joint Meeting with AFP (Association of Fundraising Professionals Southwest Florida Chapter) at Michael's On East
How to talk to clients about charitable giving, charitable giving trends, and how to start a legacy society.
Presenters:
Allison Archbold, Board Certified Wills, Trusts and Estates Attorney, Archbold Law Firm and
Ann Logan, Vice President for Development, Marie Selby Botanical Gardens
11:30 a.m. - Check in and Networking
Noon to 1 PM - Lunch/Program
Location: Michael's On East, 1212 East Ave South, Sarasota, FL 34239
AFP and CGPSWFL Members: $32
Guests: $38
RESERVATIONS OPTIONS:
Email your reservation to kim.afpswfl@gmail.com and then pay at the door with cash, check or credit card.
OR
Click here to reserve and pay online.
Your ticket purchase covers lunch and associated costs.
Note: If you reserve, do not pay in advance, and then are unable to attend the meeting without providing 24-hour notice,
you will be invoiced for the luncheon.
Wednesday, April 17, 2019
Open Space Interactive Program Sponsored & Hosted by Northern Trust
4:00 p.m. - Registration
4:30 - 5:45 p.m. - Program
Open Space Interactive Program Sponsored & Hosted by Northern Trust
4:00 p.m. - Registration
4:30 - 5:45 p.m. - Program
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Wednesday, May 22, 2019
Planned Giving 201 Sponsored by Allegiant Private Advisors 8:0 a.m. - Registration 8:30 - 10:30 a.m. - Program |
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