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Planned Giving 201

  • 10/20/2022
  • 8:30 AM - 10:00 AM
  • Manatee Community Foundation

Registration


Register

Thursday, October 20, 2022 
8:30 a.m. - Networking & Refreshments  •  9:00 - 10:00 a.m. - Program
Location: Manatee Community Foundation, 2820 Manatee Ave W, Bradenton, FL 34205

This program is designed for nonprofit fundraisers, attorneys, financial advisors and anyone in the non-profit space with moderate planned giving experience and will help boost your confidence with discussing planned giving.

Presented by Tom Waters, President & CEO of Easterseals Southwest Florida, and Attorney Charla M. Burchett, a partner at Shutts & Bowen LLP.

Free for Members
$15.00 for Non-Members

This event will also serve as the 2022 Annual Meeting for the Charitable Gift Planners of Southwest Florida. A brief agenda announcing the Officers, Committee Chairs and Board Members for the fiscal year beginning January 1, 2023, will be presented. 

Sponsored by Mariner Wealth Advisors


About Our Speakers: 


Charla M. Burchett is a partner in the Sarasota office of Shutts & Bowen LLP, where she is a member of the Private Client Services Practice Group.

Charla is one of only 296 attorneys in the State of Florida and one of only 26 attorneys in the Sarasota and Manatee counties who have been certified by The Florida Bar as a Board Certified Specialist in Wills, Trusts and Estates. She has more than thirty years of experience assisting clients through challenging decisions and difficult times to preserve their legacies across generations. She focuses her practice on estate planning, estate and gift taxation, estate administration, and trust administration.

A Martindale-Hubbell AV® Preeminent™ rated attorney, Charla has been recognized for her legal capabilities by SRQ Magazine’s “Elite Top Attorneys,” Florida Super Lawyers, Best Lawyers In America® and as a “Top Rated Lawyer” on Avvo.com®. She is actively engaged in her community, currently serving as an Advisory Task Force Member for Impact100 SRQ and a board member for the Sarasota Tiger Bay Club, in addition to previously serving as the 2021 Chair of The Pines of Sarasota Foundation. Charla earned her LL.M. from the University of Miami School of Law, focusing on Estate Planning, and received her J.D. from the Louis D. Brandeis School of Law at the University of Louisville, with her B.A. from the University of Kentucky.



A longtime local philanthropy leader with significant experience in nonprofit management, fundraising, and community partnerships, Tom Waters joined Easterseals Southwest Florida in 2014 as President and CEO.

Previously, Tom has held leadership positions at nonprofits including Mote Marine Laboratory & Aquarium, Mile High United Way in Denver, Colorado and Community Foundation of Sarasota County. In his current role, Tom leads one of Southwest Florida’s oldest and most successful nonprofits serving children, teens, and adults with developmental disabilities. He is a current Charitable Gift Planners of Southwest Florida board member.


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