Charitable Gift Planners of Southwest Florida

“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

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

Welcome to the Charitable Gift Planners
of Southwest Florida!

For nearly three decades we have been providing planned giving educational programs and networking opportunities for development professionals, attorneys, CPAs, financial advisors, and trust officers. If you work with clients concerning charitable giving, then we encourage you to join our organization and attend our programs which feature the latest charitable giving vehicles and techniques and provide updates on current tax laws which affect philanthropy. We strive to provide our members with a wide range of educational programs and networking opportunities in a collegial and fun environment.

Our organization is an affiliate of the National Association of Charitable Gift Planners, the leading national organization for gift planning professionals. We are a volunteer-led association dedicated to professionals whose work includes developing, marketing, and administering charitable planned gifts. Our membership consists of both professional advisors (attorneys, CPAs, financial advisors, and trust officers) and development professionals from local nonprofit organizations.

Kathy Jordan
President
Charitable Gift Planners Southwest Florida

I thank my amazing Board of Directors for agreeing to serve for the 2022 year – Susan Brennan (Vice President), Melodie Rich (Treasurer), Kimberly Bleach (Secretary), Elizabeth Rabbitt Stephen (Past-President), Susie Bowie , Charla M. Burchett, Richard Gans, Barbara Jones, Ronald Koepsel, Lee Ann Rodriguez, Declan Sheehy, James Tollerton, Jocelyn Udell, Daniel Vigne, Jay Young, Tom Waters – please check out their extensive biographies on the Board tab above.

The mission of the Charitable Gift Planners of Southwest Florida is to promote philanthropy in our community through planned giving. We seek to increase the quality, as well as the quantity, of charitable planned gifts by serving as a resource for the gift planning communities of Sarasota and Manatee Counties.

We hope you will consider joining our membership. If you would like to host an educational program or if you have any 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.

Holiday Social

12/13/2022 4:30 PM

Location: Humane Society of Sarasota County, Education and Training Center, 2331 15th Street, Sarasota, FL 34237

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