The mission of the Charitable Gift Planners of Southwest Florida is to promote philanthropy through planned giving. |
Welcome to the Charitable Gift Planners
| Susie Bowie |
We are an affiliate of the National Association of Charitable Gift Planners, the leading national organization for gift planning professionals. Our membership consists of both professional advisors (attorneys, CPAs, financial advisors, and trust officers) and development professionals from local nonprofit organizations.
Your 2024 Board of Directors
Our committed Board of Directors enjoys being of service. We bring people together for experiences that enrich their careers and their success supporting people who invest in charitable work.
Susie Bowie: President
Kimberly Bleach: Vice President
Jaqueline House: Secretary
Melodie Rich: Treasurer
Susan Brennen: Immediate Past President
Martha Wells & Kathy Jordan: Programs
Jay Young & Charla Burchett: Membership
Jennifer Abbott
Stevan Collins
Barbara Jones
Ron Koepsel
Lee Ann Rodriguez
Declan Sheehy
Daniel Vigne
Tom Waters
For information about hosting an educational program or questions about our association, please contact us at info@CharitableGiftPlannersSWFL.org.
CGPSWFL partners with area organizations to bring top-tier training programs and speakers to our area. We strive to be a resource beyond the ordinary. With the many possibilities in the gift planning process, we are here to help as our community works with individuals to help them accomplish their philanthropic intentions.
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Thank You To Our Sponsors |
Is your organization interested in sponsoring a Charitable Gift Planners of Southwest Florida program?
Please click here for sponsorship details.