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Planned Giving 101

  • 05/22/2024
  • 9:00 AM - 10:00 AM
  • Gulf Coast Community Foundation, Downtown Sarasota location

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

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!

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

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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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