Charitable Giving Opportunities for Donors with Retirement Plan Assets Presented by David K. Cahoone, J.D., LL.M (in Taxation) Senior Partner at The Dorcey Law Firm
Wednesday, September 24, 2025
8:30 a.m. – Registration and Networking
9:00 a.m. – Remarks and Program
10:00 a.m. – Program Concludes
Location: Humane Society of Sarasota County, 2331 15th St Sarasota, FL 34237
Parking: Parking is available in the parking lot or along the street. (Please observe all posted signage.)
This timely session will explore how donors can maximize the impact of their philanthropy while minimizing tax burdens, utilizing retirement assets as an increasingly powerful tool for lifetime, legacy and strategic giving. Designed for nonprofit fundraising professionals and professional advisors, the program will highlight how recent tax law changes, including the One, Big, Beautiful Bill Act, enhance the benefits of these gifts. In addition, this session will provide talking points to help donors and clients understand the OBBBA effect on charitable gifts beginning in 2026. Attendees will gain actionable insights to better guide generous givers through these evolving opportunities.
About Our Speaker:
David is a Senior Partner with The Dorcey Law Firm, consultant, author, and frequent public speaker. He has over 30 years of active practice experience in the areas of wealth transfer planning, charitable planning, trusts and estates, income tax planning and business planning.
David has significant experience planning with ultra-high-net-worth families and individuals and working with them in all phases of design, implementation and ongoing support. David also assists public charities and private foundations with navigating the challenging requirements for accepting complex gifts and providing proper documentation to donors and IRS compliance.
David has a Masters degree in Taxation from the University of Florida College of Law and has attained the highest professional ranking (AV) from Martindale-Hubbell. For five years David was the Director of Philanthropic Strategies and Planned Giving at Brown University.
(Click here to read David's complete bio.)
Special Thanks to Our September Program Sponsors:
Please also save the date for our November program, which will serve as the Charitable Gift Planners of Southwest Florida's annual meeting:
November 5th at 11:30 am
Location: Gulf Coast Community Foundation’s Sarasota Philanthropy Office
David & Goliath: Facing Financial Giants in Applying for IRA Death Claims presented by Johni Hays and Karen Smedley (National Webinar followed by special live Q&A with presenter exclusively for our chapter)
Sponsored by Easterseals Southwest Florida and Mauldin & Jenkins
