Planned Giving 101

Planned Giving 101
Wednesday, May 22, 2024
9:00 a.m. – 10:30 a.m.
Gulf Coast Community Foundation in Downtown Sarasota

Presenter: Jocelyn Udell, Sr. Director of Donor Engagement for Leadership Giving, Sarasota Orchestra

This lively session is perfect for those new to charitable gift planning—both professional advisors and nonprofit professionals—and to those looking for a refresher with other colleagues. Jocelyn Udell will share 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
• Answer your questions!

About Our Speaker
Jocelyn is Sr. Director of Donor Engagement for Leadership Giving at the Sarasota Orchestra. She is responsible for working with donors on leadership gifts as well as legacy or planned gifts to the Orchestra. She earned a Bachelor of Fine Arts in Theatre Arts Management from Ithaca College. Her experience includes more than 30 years working with donors on their philanthropy including work with donor advisors and legacy donors at the Community Foundation of Sarasota County.

Special thanks to Easterseals Southwest Florida and Professional Benefits Incorporated for sponsoring our May program.