“Southwest Florida Planned Giving Council is the local resource for the professional gift planner and the non-profit community.”
– Wm. James Harman, Former Executive Vice President, New College Foundation
"As gift planning practitioner, I can attest to the benefits of active Charitable Gift Planners of Southwest Florida membership and would encourage anyone with an interest in this field to join.”
- Melodie Rich, CPA
Welcome to the Charitable Gift Planners
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
Lee Ann Rodriguez
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.
Thank You To Our Sponsors