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.
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.
I thank my amazing Board of Directors for agreeing to serve for the 2021 year – Kathy Jordan (Vice President), Melodie Rich (Treasurer), Kimberly Bleach (Secretary), Betsy Pennewill (Past-President), Susie Bowie, Susan Brennan, Richard Gans, Barbara Jones, Ronald Koepsel, Lee Ann Rodriguez, Declan Sheehy, James Tollerton, Jocelyn Udell, Daniel Vigne, 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.
Positioning Philanthropic Families for Multi-Generational Success
Wednesday, June 9, 2021
Noon - 1:30 p.m.
Please join us for an exciting and timely 3rd annual joint presentation for members of the Charitable Gift Planners of Southwest Florida, the Southwest Florida Estate Planning Council, and the Association of Fundraising Professionals!
Presented by a Panel of Experts from GenSpring’s Center for Family Legacy of SunTrust now Truist:
David Torre, J.D., AEP®, CFP® | Family Wealth Strategist
Drew W. Egan, MBA | Director of Family Education
Silke Shilling, CTFA | Senior Governance Associate
Program Sponsored by:
Gift Planning Mentoring & Virtual Happy Hour
Thursday, June 17, 2021
This casual and fun way to learn a little about planned giving is a friendly opportunity to meet professionals and chat together. If you are an advisor, work for a nonprofit organization, are thinking about a career in planned giving, or are just curious, please join us. Those who attend will receive a free gift planning guide.
Thank You To Our 2021 Sponsors
“Southwest Florida Planned Giving Council is the local resource for the professional gift planner and the non-profit community.”
CGPSWFL is your link to the National Association of Charitable Gift Planners