https://charitablegiftplannersswfl.org/events Charitable Gift Planners of Southwest Florida upcoming events Charitable Gift Planners of Southwest Florida Wild Apricot - membership management software and more en Sun, 26 Apr 2026 23:05:35 GMT Sun, 26 Apr 2026 23:05:35 GMT Thu, 28 May 2026 12:00:00 GMT <p><em><font face="Lato">Presented by Jocelyn Udell,&nbsp;</font><span>Sr. Director of Donor Engagement for Leadership Giving<font face="Lato, Arial, sans-serif, WaWebKitSavedSpanIndex_2">&nbsp;at the&nbsp;</font></span></em><span><em>Sarasota Orchestra<br></em><br> New to charitable gift planning – or ready for a smart refresher? This lively, practical session will give you the clarity and confidence to approach planned giving productively.<br> <br></span> Join Jocelyn Udell as she breaks down the fundamentals and shares what it truly takes to build a successful planned giving effort. You’ll walk away with a clear understanding of both the strategy and the structure behind effective gift planning that can benefit the donor and the nonprofit.</p> <p style="line-height: 16px;"><font color="#000000"><strong>Together, we will:</strong></font></p> <ul> <li>Define what a planned gift is—and what it isn’t</li> <li>Identify what must be in place for planned giving to succeed in your organization</li> <li>Review several common planned giving vehicles and how they work (ideal for advisors, development professionals, and Board members)</li> <li>Outline the key components of a well-structured planned giving program</li> <li>Learn how to recognize and qualify strong planned giving prospects</li> <li>Get your specific questions answered</li> </ul> <p style="line-height: 16px;"><font color="#000000"><strong>Perfect For:</strong></font></p> <ul> <li>Professional advisors who are new to charitable gift planning</li> <li>Nonprofit development professionals just entering the field</li> <li>Board members who want a clearer understanding of planned giving</li> <li>Experienced professionals seeking a practical refresher alongside colleagues</li> </ul>Be sure to share this opportunity with newer professionals in your office—this session is designed to build a strong foundation and spark confidence from the start. <p><span><strong>Thursday, May 28, 2026<br> <span>8:00 am – Check in and Networking<br> <span>8:30 – 9:30 am – Introductions and Program<br> <br> <span>Free for Members<br> <span>$20 for Non-Members<br> <br></span></span></span></span></strong></span> <span><strong>Location:</strong><br></span><font face="Lato">Humane Society of Sarasota County<br> <span style="">2331 15th Street<br> <span style="">Sarasota, FL 34237</span></span></font></p> <p><font face="Lato" style="font-size: 16px;"><strong>About Our Speaker:&nbsp;</strong></font></p> <p><font face="Lato"><img src="https://charitablegiftplannersswfl.org/resources/Pictures/Jocelyn%20Udell.jpg" alt="" title="" border="0" width="215" height="216" align="right" style="margin: 8px;">Jocelyn is Sr. Director of Donor Engagement for Leadership Giving at the Sarasota Orchestra. She is responsible for working with donors on leadership gifts as well as legacy or planned gifts to the Orchestra. She earned a Bachelor of Fine Arts in Theatre Arts Management from Ithaca College. Her experience includes more than 30 years working with donors on their philanthropy including work with donor advisors and legacy donors at the Community Foundation of Sarasota County.<br> <br></font></p> <p><strong><font face="Lato" style="font-size: 16px;">Special Thanks to Our May Program Sponsor:&nbsp;<br> <br> <img src="https://charitablegiftplannersswfl.org/resources/Pictures/Sponsors/Carter.png" alt="" title="" border="0" width="400" height="108"><br> <br> <br></font></strong></p> https://charitablegiftplannersswfl.org/event-6598256 https://charitablegiftplannersswfl.org/event-6598256