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Planned Giving for the Have-Nots

  • 02/16/2023
  • 8:30 AM - 10:00 AM
  • Manatee Community Foundation
  • 22

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Are you a one-person team at a non-profit with little or no resources to create a legacy society? Are you an estate planning professional looking for opportunities to introduce your services and resources to small non-profits?

If so, join us for a great presentation by Alexis India Alm,  CEO of Shore Community Services, an Illinois-based  organization serving individuals with disabilities since 1951. Alexis will discuss what to do, how to access resources and tools, and who to connect with for expert help.

For all of you seasoned estate planning professionals, Alexis will provide insight on how to connect with small shops to have a greater reach, gain more clients, and build a philanthropic community.

Thursday, February 16, 2023
8:30 a.m. - Networking & Refreshments
9:00 a.m. - 10:00 a.m. - Program
Location: Manatee Community Foundation, 2820 Manatee Ave W, Bradenton, FL 34205

Please register now!
Free for Members
$15.00 for Non-Members


Sponsored by Bank of America Private Bank


About Our Speaker: Alexis India Alm 

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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.​

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