Thursday, May 19, 2022
4:00 – 5:30 p.m. EST - Program
Presenter: David Disend, Senior Director of Development, Planned Giving at CARE
What we will cover during this online session:
Qualified Charitable Distributions (also known as IRA Rollovers) great for people 70 1/2 and older, and the fastest growing segment of philanthropy (in terms of number of users)
Beneficiary Designations, easy peasy, & something everyone needs to do (sometimes more difficult than it should be)
The challenge of bequeathing an IRA, and a solution you might want to consider for those that think there’ll still be money in their IRA when they are no longer with us
About Our Speaker:
David Disend is the Senior Director of Development of Planned Giving at CARE. Through the years, David’s consulting clients have included the Museum of Contemporary Art Los Angeles, The New York Landsmarks Conservancy, Annual Reviews, ReSurge International, and Seton Medical Center. He has planned and led fundraising campaigns that have achieved over $1.5 billion dollars in fundraising success. He and his teams have amassed 27 CASE and IABC awards, including twice winning, as CAO, the CASE award for most improved fundraising effort. David chairs the inaugural legacy campaign of the National Association of Charitable Gift Planners. David finished his term on the NACGP board in 2020, and he previously served on the AFP International board. David serves on the Legacy Advisory Committee of his alma mater New College of Florida. Concerned that philanthropy will not achieve its full opportunity if its workforce of development professionals does not look more like the communities they serve, David championed the adoption of NACGP’s DEI Policy, and he led the effort to establish AFP’s Diverse Communities Scholarship program. David endowed diversity scholarships at both AFP and CGP.
Please register now for this online program offered via Zoom.
Free for CGPSWFL Members
$15 for any Non-Member Attendees (Guests are welcome to join us!)
Email cgpswfl@gmail.com with any registration questions.
Special thanks to our program sponsor: PNC Private Bank
