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Wealth Transfer to Younger Generations: Millennials, Gen Z & X

  • 06/22/2022
  • 8:30 AM - 10:00 AM
  • Sarasota Yacht Club, 1100 John Ringling Blvd, Sarasota, FL 34236


Registration is closed

Joint Meeting Presented by the Charitable Gift Planners of Southwest Florida, Southwest Florida Estate Planning Council and Association of Fundraising Professionals Southwest Florida Chapter

Wednesday, June 22, 2022
8:30 a.m. - Check-In, Breakfast & Networking
9:00 a.m. - Program Begins

Location: Sarasota Yacht Club, 1100 John Ringling Blvd, Sarasota, FL 34236

Please join us for an in-person program moderated by John Annis, Senior VP for Collaboration and Impact at the Charles and Margery Barancik Foundation, as Jane Best Grandbouche, Shana Fitzpatrick Zamikoff and Nelle Miller share their personal experiences as part of this interactive panel discussion.

Our conversation will focus on how these donors navigated transferring wealth to and/or receiving wealth from their families and how philanthropic endeavors helped guide the process.

Registration has closed for this event. 

Free for CGPSWFL and SWFEPC Members
$15 for all other attendees (Guests are welcome to join us!)
Please email with any registration questions.

Joint Councils Program Presented in Partnership with: 

Sponsored by: Charles and Margery Barancik Foundation

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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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