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Upcoming events

  • Members-Only Holiday Social

    • 12/11/2024
    • 5:30 PM - 7:30 PM
    • Northern Trust, 1515 Ringling Blvd, Sarasota, FL 34236
    • 55
    • 5 registrants
    Register




    We look forward to seeing you at Northern Trust for our holiday social! Join your fellow Charitable Gift Planners of Southwest Florida members for a casual networking event during this festive season. 

    Please be sure to register now for this members-only event. 

    Donation Drive for Humane Society of Sarasota County
    In the spirit of the season and to show our gratitude to the Humane Society of Sarasota County for regularly hosting our programs, members are asked to bring dog/cat treats or unopened bags of cat and dog food. Other items needed are shown on the organization’s wish list: https://www.hssc.org/give/wish-list


    Our 2024 holiday social will be generously hosted and sponsored by Northern Trust.


    Show details

Past events

11/19/2024 Drafting Gift Agreements that Stand the Test of Time
10/22/2024 Legacy Insights from a Donor’s Perspective
10/03/2024 Gift Planning Connections!
08/20/2024 Opera and Avocados: Lessons Learned from a Complex Life Estate
06/26/2024 Everyday Donors of Color
05/22/2024 Planned Giving 101
04/24/2024 A Family Affair: Planned Giving and Working with Generations
03/28/2024 Guiding Donors in Creating Their Charitable Legacy: Advanced Strategies in Philanthropic Giving
02/20/2024 What’s in it for me? Community Foundations as Partners to Professional Advisors, Nonprofits, and Donors
01/16/2024 Joint Councils Meeting: Business Succession Planning
12/13/2023 Cocktails & Conversation: Holiday Social!
11/16/2023 Unleashing the Generosity of Affluent Americans
10/19/2023 An Insurance Person, an Attorney, and a Nonprofit Professional Walk into a Bar…
08/29/2023 Cognitive Impairment in Donors: How to Identify Issues and Apply Best Practices
06/22/2023 Philanthropy in Challenging Times: What’s Keeping Us Up At Night & Our Role in Facilitating Good
05/18/2023 Enticing Estate and Taxwise Giving Opportunities for Philanthropic Individuals and Families
04/20/2023 Investing – What Development Professionals Need to Know
03/23/2023 Planned Giving 301
02/16/2023 Planned Giving for the Have-Nots
01/17/2023 Elder Issues and Special Needs Trusts
12/13/2022 Holiday Social
11/16/2022 Women, Wealth and Philanthropy
10/20/2022 Planned Giving 201
09/15/2022 Case Study with Betsy Pennewill & Dan Vigne
07/14/2022 Cocktails & Conversation: Summertime Social!
06/22/2022 Wealth Transfer to Younger Generations: Millennials, Gen Z & X
05/19/2022 Exciting Benefits of Making Charitable Gifts using IRA Funds
05/06/2022 Planned Giving: Next Level Charitable Gift Annuity Strategies! Have you Considered...
03/31/2022 The Impact of Diverse Wealth Transfer
02/17/2022 PLANNED GIVING 101
01/18/2022 Distinguished Speaker Series Presents our Annual Joint Councils' Meeting
12/01/2021 Annual Meeting & Decoding the Motivations and Strategies of High Capacity Donors

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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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