Legacy Insights from a Donor’s Perspective

Join us for a meaningful and robust conversation with intentional givers about their legacy plans. We will discuss how they were first introduced to formal philanthropy, how they make decisions about legacy plans, what factors determine if they change their plans over time, and who is on their gift planning team. They will share advice for gift planners and professional advisors who want to do their best to support caring people with expert planning.

Tuesday, October 22, 2024
Humane Society of Sarasota County
2331 15th Street, Sarasota, FL 34237

8:00 a.m. - Registration, Networking
8:30 a.m. - 9:30 a.m. - Program

Panelists:
Tom Koski
Marilyn Thompson
Randell Johnson

Moderated by Martha Wells, Managing Director, Carter
Martha brings more than 30 years of fundraising and strategic communications experience in nonprofit, corporate and agency environments to Carter. Working extensively with cultural nonprofits and organizations related to science and conservation, she has strategized, led and executed successful fundraising and communication campaigns and events for diverse issues and organizations. Having started her career in public relations, she helps nonprofit partners connect with their supporters and ensure fundraising and related communications are integrated into the institutional strategy. 

This session is open to members and their guests. Please be sure to register now.

Special Thanks to Our October Program Sponsor: Safe Children Coalition