Join us for a meaningful and robust conversation with intentional givers about their legacy plans. We will discuss how they were first introduced to formal philanthropy, how they make decisions about legacy plans, what factors determine if they change their plans over time, and who is on their gift planning team. They will share advice for gift planners and professional advisors who want to do their best to support caring people with expert planning.
Tuesday, October 22, 2024
Humane Society of Sarasota County
2331 15th Street, Sarasota, FL 34237
8:00 a.m. - Registration, Networking
8:30 a.m. - 9:30 a.m. - Program
Panelists:
Tom Koski
Marilyn Thompson
Jeremy Wright
Moderated by Martha Wells, Managing Director, Carter
Martha brings more than 30 years of fundraising and strategic communications experience in nonprofit, corporate and agency environments to Carter. Working extensively with cultural nonprofits and organizations related to science and conservation, she has strategized, led and executed successful fundraising and communication campaigns and events for diverse issues and organizations. Having started her career in public relations, she helps nonprofit partners connect with their supporters and ensure fundraising and related communications are integrated into the institutional strategy.
This session is open to members and their guests. Please be sure to register now.
Special Thanks to Our October Program Sponsor: Safe Children Coalition
Please note a few additional programming notes:
First of all, our apologies that we mistakenly scheduled a chapter social on the first day of Rosh Hashanah. Please note that this event is being postponed, likely until the holiday season.
Please also save the date and stay tuned for registration details for a Distinguished Speakers Series program, in partnership with the Community Foundation of Sarasota County and Manatee Community Foundation:
Drafting Gift Agreements that Stand the Test of Time
Presented by Alan Rothschild, Jr.
Date: Tuesday, November 19, 2024
Registration and Breakfast: 8:00 a.m.
Program: 8:30 a.m. – 9:30 a.m.
Location: Manatee Community Foundation
This presentation looks at key provisions of a charitable gift agreement and discusses in detail the points that a well drafted charitable gift agreement should address. It further emphasizes how proper attention to these provisions and consideration of specific points addressed can help anticipate and, hopefully, avoid many of the problems underlying these wayward gifts.
