Join a panel of experienced professional advisors to explore their tools and strategies for involving families in meaningful conversations about planned giving, legacy planning, and philanthropy. We will cover:
- Ways to thoughtfully facilitate family meetings to discuss philanthropic interests, family values, and charitable giving
- Tools to partner with families to plan charitable investments and legacy as part of the transfer of wealth
- Challenges that can arise when parents do not inform children of charitable legacy plans
Examples will be provided with plenty of time for questions.
Time/Date: Wednesday, April 24 from 8:30 a.m. to 10:00 a.m.
Location: The Ora
Sponsors: Gulf Coast Community Foundation & Sabal Trust
Meet Our Moderator:
As Director of Philanthropy at the Manatee Community Foundation, Jennifer Abbott works with current and future donors, professional advisors, and community partners on transformational giving in Manatee County. Jennifer brings 30 years of experience to her role, in a career reflecting her commitment to building strong, respectful, long-term relationships with donors, volunteers, staff, clients and community leaders. Most recently, Jennifer spent ten years at Forty Carrots Family Center growing resources through philanthropy to further the mission of strengthening families. Her background includes development roles at the Center for Media and Public Affairs (Washington, DC), National Mental Health Association (Alexandria, VA) and United Way Capital Area (Austin, TX), as well as brand building roles with GSD&M and McGarrah/Jessee (Austin, TX) where she worked on everything from Superbowl spots to the redesign of Southwest Airlines plane livery. Jennifer was the president of the Southwest Florida chapter of the Association of Fundraising Professionals (AFP) in 2019 and served 8 years on that board in a number of roles. A local native, Jennifer and her husband Mark enjoy time in Florida nature and traveling to Atlanta and Denver to visit their 2 children in college.
Meet Our Panelists:
Tammie Sandoval-Badger serves as Chief Fiduciary Officer for Sabal Trust Company. In addition, she provides customized wealth management strategies for high-net-worth individuals and families in our Sarasota office. She is a cum laude graduate of the State University of New York at Albany, having earned a Bachelor of Arts in English. Tammie also earned her Juris Doctor degree from the Barry University Dwayne O. Andreas School of Law and holds the designation of Certified Trust and Fiduciary Advisor® (CTFA®). Tammie is an active member of the Florida Bar Association and the Sarasota County Bar Association (SCBA), currently serving as Chair of the Estate Planning and Probate Section of the SCBA. She is a member and past President of the Southwest Florida Estate Planning Council and serves as an Executive Board Member for Forty Carrots Family Center. Tammie also serves on the Community Advocacy Team for the Library Foundation for Sarasota County.
Elizabeth Stephen is a wealth advisor with Truist Bank, offering clients nearly 20 years of financial industry experience focused on developing and implementing custom financial planning strategies specific to her clients’ financial priorities. She follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate plan, and ongoing management with the goal of achieving measurable results. She harnesses the strength of all of Truist, which enables her to lead the best-suited team to assist her clients and their families, businesses, and charities. Elizabeth has obtained the CERTIFIED FINANCIAL PLANNER™ designation, Accredited Investment Fiduciary® (AIF®), and Certified Trust and Fiduciary Advisor (CTFA) designations.
Lisa Gallagher is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida. Lisa’s emphasis is on personal service. Every client, every family, every business is unique and experiences its own history, successes, and challenges. Lisa appreciates these intricacies and personally guides each family, business, or executive through comprehensive succession planning, whether that be multi-generational family legacy planning, philanthropy, or business continuity and exit strategies. Her approach is grounded in listening first, listening to understand the totality of a client’s particular needs. Utilizing the vast and extensive resources found within the Bank of America Private Bank, she then collaborates across multiple disciplines to build a team specifically designed for each client. Through this team relationship, clients benefit from concierge-level service, including access to tailored wealth management strategies, custom credit options, asset protection techniques and risk mitigation measures. Fiduciary services are also available. Lisa’s background includes the private practice of law and serving as the General Counsel and Chief Compliance Officer of a multi-billion-dollar financial services firm. She holds a Bachelor of Science degree in finance and a Juris Doctorate from the University of Arizona, as well as a LLM in Tax from Boston University. She has been admitted to practice law in the State of Florida, State of Arizona, and the Commonwealth of Pennsylvania. Lisa’s tenure in private practice focused on corporate and securities matters, tax and estate planning, and estate and trust administration. In addition, she has held multiple securities registrations since her first position in financial services in 1998.
Lisa currently serves on the Executive Council of the Florida Bar Tax Section and remains active in the Sarasota County Bar Association through its Council for Diversity and Inclusion. She is also a member of the Southwest Florida Estate Planning Council. Notwithstanding her membership in these organizations, she does not provide legal or tax advice to clients.
Thank You to Our Program Sponsors
