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Case Study with Betsy Pennewill & Dan Vigne

  • 09/15/2022
  • 8:30 AM - 10:00 AM
  • Humane Society of Sarasota County

Registration


Registration is closed

Thursday, September 15, 2022
8:30 a.m. - Networking & Refreshments  •  9:00 - 10:00 a.m. – Program

Location: Humane Society of Sarasota County, Education and Training Center, 2331 15th Street, Sarasota, FL 34237

Learn how to gain a seat at the table to formalize a complex legacy gift with the donor and professional advisor. Gain insights to connect with professional advisors.

Free for Members
$15.00 for Non-Members

Sponsored by the Community Foundation of Sarasota County


About Our Speakers: 



Betsy Pennewill, J.D.
serves as General Counsel to the Community Foundation of Sarasota County. She is responsible for managing the legal duties and responsibilities of the organization to protect the organization’s interests and to ensure that all State and Federal laws are followed. She facilitates complex gift transactions and business transactions on behalf of the organization, reviews and negotiates foundation contracts, and provides support to the foundation donors and related organizations. She stays current in all charitable giving legal matters and is responsible for fostering excellent relationships with professional advisors and stewards a portfolio of donors.

Betsy received her law degree magna cum laude from Stetson University College of Law in 1998. She practiced in corporate lending transactions and real estate matters and estate planning and trust administration prior to joining the Community Foundation of Sarasota County in 2015.

Betsy sits on the Public Policy Committees of Philanthropy Southeast and Florida Philanthropic Network and is a current member of Charitable Gift Planners of Southwest Florida (Board Member 2015-2021; Chair 2020). She is a member of The Florida Bar and its Real Property, Probate and Trust Law Section; the Manatee County Bar Association; the Sarasota County Bar Association, the Southwest Florida Estate Planning Council, the Estate Planning Council of Manatee County and the Venice Estate Planning Council.



As a Senior Wealth Strategist, Dan Vigne is responsible for leading the delivery of holistic advice to new clients of Northern Trust through investment, fiduciary, banking and wealth planning professionals. He has over 25 years of experience in serving business-owning families, corporate executives, professionals, not-for-profits and other wealth owners in a variety of wealth management and private banking roles.

Dan's expertise is his ability to collaborate with specialists from multiple disciplines in an integrated manner to help clients achieve their financial goals through the lifecycle of their wealth. His three decades of experience help him identify the key issues and planning opportunities, that high net worth clients face when contemplating retirement, selling a closely-held business, or planning for multigenerational wealth and family governance.

Dan received a B.S. degree in Economics from Florida State University. He holds the designation of Certified Financial Planner and Certified Professional Wealth Advisor along with his Series 7 and 63 licenses. Dan is a graduate of Leadership Florida class XXXI.

Dan has previously served as president of the United Way Suncoast, Josh Provides Epilepsy Assistance Foundation and the Charitable Gift Planners of Southwest Florida. He currently serves as treasurer for the National Association of Charitable Gift Planners and secretary of the Southwest Florida Estate Planning Council.

Dan is married to his wife Jennifer of 28 years and has three children. Drew, Emma, and Sara. Dan is an avid golfer. He also enjoys exercising, hiking, reading, and traveling.



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