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“Southwest Florida Planned Giving Council is the local resource for the professional gift planner and the non-profit community.”

– Wm. James Harman, Former Executive Vice President, New College Foundation

"As gift planning practitioner, I can attest to the benefits of active Charitable Gift Planners of Southwest Florida membership and would encourage anyone with an interest in this field to join.”

- Melodie Rich, CPA

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The mission of the Charitable Gift Planners of Southwest Florida is to promote philanthropy through planned giving.


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Welcome to the Charitable Gift Planners
 of Southwest Florida!

The Charitable Gift Planners of Southwest Florida promotes philanthropy in our community through planned giving.

We seek to increase the quality and the quantity of charitable planned gifts by serving as a resource for the gift planning communities of Sarasota and Manatee counties. Our educational programs and networking opportunities are attended by nonprofit development professionals, attorneys, CPAs, financial advisors, and trust officers.

If you work with clients or donors in any part of the planned giving process, join us as a member and attend our programs!

Our offerings feature conversations about the latest charitable giving vehicles, techniques and updates affecting philanthropy. The wide range of educational programs and networking opportunities are always collegial and uplifting.


Jacqueline House, MBA CFRE
2026 President
Charitable Gift Planners Southwest Florida


We are an affiliate of the National Association of Charitable Gift Planners, the leading national organization for gift planning professionals. Our membership consists of both professional advisors (attorneys, CPAs, financial advisors, and trust officers) and development professionals from local nonprofit organizations.

Your 2026 Board of Directors

Our committed Board of Directors enjoys being of service. We bring people together for experiences that enrich their careers and their success supporting people who invest in charitable work.

Jacqueline House, MBA, CFRE: President
Lee Ann Rodriguez, MA, MBA, DBA: Vice President
Karen Zelden: Secretary
Stevan Collins: Treasurer
Jennifer Abbott & Martha Wells: Programs
Kathy Jordan & Declan Sheehy: Sponsorship
Kimberly Bleach, CFP®, CTFA, CIMA: Membership
Susie Bowie
Charla Burchett, J.D., LL.M
David Cahoone, Esquire, LL.M 
Brent Campbell, CFP®, CEPA®, AAMS®
Joe Carter, CAP®
Susan Hines, J.D.
Barbara Jones, CPA, CFP®
Yolanda Mancha
Randi Riley, JD, ATFA,
Jay Young

For information about hosting an educational program or questions about our association, please contact us at​ info@CharitableGiftPlannersSWFL.org​.

Join Us For Our Next Meeting

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.

Thank You To Our Sponsors

                         

                         

          


Is your organization interested in sponsoring a Charitable Gift Planners of Southwest Florida program?
Please click here for sponsorship details.

About us

Charitable Gift Planners of Southwest Florida provides the latest information to professionals, giving them the resources to initiate meaningful impact for their clients and organizational missions.​

Become a member

Membership in our council affords quality educational, networking, mentoring and job search opportunities.

Join Us Today!

National

Your link to the National Association of Charitable Gift Planners.



P.O. Box 48510, Sarasota, Florida 34230-5510

Copyright 2021 Charitable Gift Planners of Southwest Florida