The Charitable Gift Planners of Southwest Florida, Association of Fundraising Professionals of Southwest Florida, and Estate Planning Council of Southwest Florida invite you to an all-female panel moderated by Susie Bowie, President/CEO of William G. and Marie Selby Foundation. Please join us for a conversation about Philanthropy in Challenging Times: What’s Keeping Us Up At Night & Our Role in Facilitating Good.
This is a time of great challenge and possibility. The roles of gift planner and advisor come with unique responsibility and opportunities to help our organizations and clients/donors adapt to change. Whether it’s market volatility, the local transfer of wealth, sudden changes in nonprofit governance at age-old institutions, changing demographics in our area, or the essential nature of inclusion in our work, our knowledge of important issues is called for as we help to guide decisions about giving that last beyond a lifetime.
We look forward to welcoming wealth advisors, fundraising professionals, attorneys, CPAs, trust officers, and any guests interested in this special program to the Sarasota Yacht Club!
Free for CGPSWFL, SWFEPC, and AFP Members
$15 for all other attendees
Please email cgpswfl@gmail.com with any registration questions.
Thursday, June 22, 2023
8:30 a.m. - Check-In, Breakfast & Networking
9:00 a.m. - 10:00 a.m. - Program Begins
Location: Sarasota Yacht Club, 1100 John Ringling Blvd, Sarasota, FL 34236
Joint Councils Program Presented in Partnership with:
Sponsored by: Northern Trust
