Planned Giving Roundtable: Insights & Solutions for Advanced Practitioners
Facilitated by Richard R. Gans, Fergeson Skipper Attorneys at Law; Fellow, American College of Trusts and Estate Counsel
Join an interactive roundtable tailored for seasoned professional advisors and nonprofit fundraisers. This collaborative session offers the perfect platform to exchange expertise, address complex challenges, and get your pressing questions answered by peers and experts in the field. Let’s tackle the issues that matter most to you and your organization, clients and donors.
(This session is best for Fundraisers and Professional Advisors with at least 5 years of gift planning experience.)
Wednesday, August 27, 2025
8:30 a.m. – Check-in and Networking
8:45 a.m. – 10:00 a.m. - Program
Location:
Northern Trust (11th Floor Community Room)
1515 Ringling Blvd
Sarasota, FL 34236
Parking: Parking is available in the Northern Trust building garage, which is accessible from Ringling Blvd. and is located directly behind the Northern Trust building. The visitor parking entrance, which has blue awnings, will be the first two entrances on your right. Visitor parking is available starting on Floor 3 and above.
Free for CGPSWFL Members
$15 for Non-Members
RICHARD R. GANS is a shareholder in the Sarasota, Florida, firm of Fergeson Skipper, P.A. Mr. Gans is certified by The Florida Bar as a specialized Wills, Trusts and Estates lawyer, and is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He is active in the Real Property, Probate and Trust Law Section of The Florida Bar. Mr. Gans is the current vice-chair of the Section’s Asset Protection Committee, and is past chair of the Section’s Estate and Trust Tax Planning and Wills, Trusts and Estates Certification Exam CLE course committees. Mr. Gans is a member and past President of the Southwest Florida Estate Planning Council and the Charitable Gift Planners of Southwest Florida. He is past chair of the Board of Directors of the Community Foundation of Sarasota County, Inc., and is a Director of the Sarasota Woman’s Exchange. Mr. Gans has been named by Best Lawyers in America as the 2012, 2016, 2018, 2021, and 2023 “Lawyer of the Year” for Trusts and Estates Law in Sarasota. He has been selected in 2007-2024 as a Florida Super Lawyer, in 2008-2024 as a Florida Trend Legal Elite, and in 2010-2024 by Best Lawyers in America. Mr. Gans plays tuba in the Sarasota Concert Band, the Manatee County Community Band, and the Lakewood Ranch Wind Ensemble. He has attended the Indianapolis 500 40 times.
Special Thanks to Our August Program Sponsors:
Please also save the date for more upcoming programs:
September 24th at 8:30 am
Location: Humane Society of Sarasota
“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
Register Now for September 24!
November 5th at 11:30 am
Location: Gulf Coast Community Foundation’s Sarasota Philanthropy Office
David & Goliath: Facing Financial Giants in Applying for IRA Death Claims presented by Johni Hays and Karen Smedley (National Webinar followed by special live Q&A with presenter exclusively for our chapter)
Sponsored by Easterseals Southwest Florida and Mauldin & Jenkins
The November event will also serve as the Charitable Gift Planners of Southwest Florida's annual meeting.
