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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.
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Upcoming ProgramsBreaking the Ice: Collaborating to Navigate Obstacles and Discover Solutions
Tuesday, July 27, 2021 1-2 p.m. EST Presented by Alexandra Brovey and Kate Kaming
The ultimate goal of every fundraiser is to maximize gift opportunities. The majority of us need to work collaboratively to solicit the largest gifts from our donors. This session will be led by a major gift-planned gift duo who have collaborated on and closed a variety of gifts together. The presenters will share their experiences by discussing three specific gift scenarios. The audience will assist in identifying common goals and obstacles to working together. We will then explore how collaboration advances and maximizes the gift discussion.
Rome Wasn’t Built in a Day: Laying a Strong Foundation for Your Growing Legacy Giving Program
Tuesday, August 31, 2021 1-2 p.m. EST Presented by Tracy Malloy-Curtis and Sabrina Naylor This presentation will be most useful to organizations with at least one dedicated planned giving staff member, some investment in planned giving marketing, and a growth mindset around maximizing the opportunities for significant realized gift revenue in the coming years.
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Our Mission:
The mission of the Charitable Gift Planners of Southwest Florida is to promote philanthropy through planned giving.
The mission of the Charitable Gift Planners of Southwest Florida is to promote philanthropy through planned giving.
Thank You To Our 2021 Sponsors
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“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
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