Please join us for a relaxed evening of networking, refreshments, and connection at our annual Summertime Social. This informal gathering is a great opportunity to unwind and strengthen professional relationships in a casual atmosphere.
Charitable Gift Planners of Southwest Florida members - and future members! - are invited to attend, thanks to the generosity of our sponsors.
Registration is now open for this free social event, hosted and sponsored by the Senior Friendship Centers. (Plenty of free parking is available in the Senior Friendship Center lot. Please look for the “event” signs to find us!)
We hope you'll also save the date for additional 2025 programs:
August 7th at 8:00 am
The Dynamic Duo: Estate Planning and Planned Giving and What Fundraisers Should Know about The Pair
Presented by Aquanetta Betts, J.D., CAP, AEP, CFRE
Sponsored by the Community Foundation of Sarasota County and Safe Children Coalition
Location: Sarasota Yacht Club
This joint program will be presented in partnership with the Southwest Florida Chapter of AFP and the Southwest Florida Estate Planning Council.
Registration is now open for 8/7!
August 27th at 8:30 am
Planned Giving Roundtable: Case Studies for Advanced Practitioners
Facilitated by Richard R. Gans, Fergeson Skipper Attorneys at Law; Fellow, American College of Trusts and Estate Counsel
Sponsored by the Gulf Coast Community Foundation and Professional Benefits Incorporated
Location: Northern Trust, 1515 Ringling Blvd, 11th Floor
September 24th at 8:00 am
Charitable Giving Opportunities for Donors with Retirement Plan Assets
Presented by David K. Cahoone, Esquire, LL.M. in Taxation, Senior Partner, Dorsey Law
Sponsored by Hancock Whitney and USF Foundation
Location: Humane Society of Sarasota County
