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Upcoming events

    • 04/20/2023
    • 8:30 AM - 10:00 AM
    • Humane Society of Sarasota County
    • 79

    Investing – What Development Professionals Need to Know
    Colin Connolly, PNC Planned Giving Investment 

    Thursday, April 20, 2023
    8:30 a.m. Networking & Refreshments
    9:00 a.m. - 10:00 a.m. Program 

    Location: Humane Society of Sarasota County

    With a basic understanding of investing and the impact on life income gifts, development professionals can better support their donors when talking about the topic of how assets are invested.  This knowledge also allows development professionals to have more informed conversations with their finance counterparts, as well as third party providers.

    Entry level through advanced and anyone wishing to grow their knowledge of investing as it relates to planned giving accounts.

    Free for Members
    $15.00 for Non-Members

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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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