Please join us for a panel discussion with Stacey Corley, President of the Sarasota Memorial Healthcare Foundation, and Jeffrey T. Troiano, Partner at Williams Parker, at this Charitable Gift Planners of Southwest Florida program moderated by Susie Bowie, President/CEO at the William G. and Marie Selby Foundation.
A philanthropic gift should be a positive experience for everyone involved, but good intentions don’t always guarantee good outcomes. Structuring a gift so it fulfills the donor’s goals while remaining practical and flexible for the nonprofit requires understanding motivations, legal considerations, and how the organization operates to achieve its mission.
Facilitated discussion will explore common gift structures, why and how gift acceptance policies support a nonprofit’s impact, and conversations professional advisors and nonprofit fundraisers can encourage to ensure a gift has lasting impact.
Key learnings include:
- An overview of the role and content of gift acceptance policies
- Insight into which financial instruments commonly provide the most opportunity for maximum impact
- Questions for advisors and nonprofits to ask and encourage when developing a planned gift
Thursday, April 23, 2026
8:00 am – Check in and Networking
8:30 – 9:30 am – Introductions and Program
Free for Members
$20 for Non-Members
Location:
Kolschowsky Research and Education Institute (KREI)
at Sarasota Memorial Hospital
1880 Arlington Street
Sarasota, FL 34239
The program will be held in Morganroth Auditorium “B” on the 1st floor. Parking is available in the KREI Garage.
About Our Speakers:
Susie Bowie is President/CEO of the William G. and Marie Selby Foundation. Prior to this role, Susie spent 18 years in the community foundation field, including 7 years leading Manatee Community Foundation where she grew the foundation’s assets, developed new programs to engage donors and the community in philanthropy, and provided interactive forums for nonprofits to learn and share their work. Susie held various roles at the Community Foundation of Sarasota County, where she was the lead implementing the Giving Partner and the Giving Challenge as they were introduced to the community. She is the past chair of Charitable Gift Planners of Southwest Florida and serves on the board of Visit Sarasota County and the Florida Nonprofit Alliance. Susie is a graduate of Leadership Florida (Class 37) and is passionate about philanthropy, inclusion, nature, and her dogs Ted Lasso and Scout. She graduated from the University of Florida with honors in 1998 holding a B.S. in Environmental Science.
Jeffrey T. Troiano is a board-certified specialist in wills, trusts and estates. He leads the firm's estate planning, business succession, estate & trust adminstration practice at Williams Parker.
Jeff handles all aspects of estate, trust, and succession planning. He works with individuals and families to develop customized and tax-efficient estate plans that meet their needs. He counsels clients with regard to asset titling as well as beneficiary designations for retirement plans, insurance policies, and annuities.
Jeff also handles especially complex estate and trust administrations. He has substantial experience in preparing Form 706s, Form 709s, administering trusts and estates consisting of closely held businesses, and implementing complex post-mortem planning techniques.
Jeff joined the firm in 2007 immediately after receiving his LL.M. in taxation from the University of Florida. He became a partner in 2013. Jeff previously worked as a CPA with Arthur Andersen.
Stacey Corley is President of Sarasota Memorial Healthcare Foundation, the philanthropic partner of Sarasota Memorial Health Care System. She is responsible for leading the organization’s strategy, operations and fundraising initiatives.
Previously, Stacey served as Vice President for Advancement at Ringling College of Art and Design where she worked for 10 years. She also served as Associate Director for Development for Florida State University Foundation/The John and Mable Ringling Museum of Art and 10 years for Bristol-Myers Squibb in various roles including Senior Hospital Business Manager.
Stacey has held leadership positions with multiple local and national organizations including Sarasota Women’s Alliance, Junior League of Sarasota, Ringling College Library Association, Visit Sarasota County, and is a member of International Women’s Forum and Association for Healthcare Philanthropy.
She holds a Bachelor of Professional Accountancy and Master of Business Administration in Management from Mississippi State University.
Special Thanks to Our April Program Sponsor:
