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An Insurance Person, an Attorney, and a Nonprofit Professional Walk into a Bar…

  • 10/19/2023
  • 8:30 AM - 10:00 AM
  • Manatee Community Foundation
  • 0

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In the non-profit world working together as a team can have very positive results.

Gifts of life insurance and life estates can have a major impact to a non-profit, and working with your insurance and estate colleagues can really open up a world of giving opportunities that are often overlooked. These conversations can turn a small gift into a life changing opportunity and build a legacy for both the donor and non-profit.



Please join us for an interactive discussion with Charla M. Burchett, Partner at Shutts & Bowen LLP, Taylor Collins, President of Professional Benefits Inc, and Tom Waters, President and CEO of Easterseals Southwest Florida.

Thursday, October 19, 2023
8:30 a.m. 
Location: Manatee Community Foundation
2820 Manatee Ave W, Bradenton, FL 34205

Free for Members
$15.00 for Non-Members

This event will also serve as the 2023 Annual Meeting for the Charitable Gift Planners of Southwest Florida. A brief agenda announcing the Officers, Committee Chairs, and Board Members for the fiscal year beginning January 1, 2024, will be presented.

 Sponsored by the Safe Children Coalition 

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.​

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