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PLANNED GIVING 101

  • 02/17/2022
  • 9:00 AM - 10:00 AM
  • Zoom

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Planned Giving 101
Thursday, February 17, 2022
Online Program at 9 am via Zoom

Presented By: 
Jocelyn Udell, Senior Director of Donor Engagement, Leadership Giving, Sarasota Orchestra and  Tom Waters, President & CEO, Easterseals Southwest Florida

This season of learning with the Charitable Gift Planners of Southwest Florida continues as we present a well-loved staple of our annual programs, Planned Giving 101. Whether you are new to planned giving, or you could use a few affirmations about your organization’s planned giving program from seasoned professionals, this will be an hour well spent. We’ll have time for questions, networking with your colleagues, and the foundational information you need for a successful approach to planned giving. Together we will help you:

  • Gain an understanding of a planned gift
  • Understand what needs to be in place to succeed in planned giving at your organization
  • Gain an overview of a few planned giving vehicles and how they work (perfect for advisors, development professionals and Board members)
  • Explore how to plan a well-structured planned giving program
  • Identify a good planned giving prospect
  • Review a sample of a planned giving program implementation

Sponsored by: Conservation Foundation of the Gulf Coast



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Charitable Gift Planners of Southwest Florida provides the latest information to professionals, giving them the resources to initiate meaningful impact for their clients and organizational missions.​

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