Upcoming events

Switch to Calendar View

• Charitable Giving Opportunities for Donors with Retirement Plan Assets

  • When
    09/24/2025
  •  
    8:30 AM - 10:00 AM
  • Location
    Humane Society of Sarasota County, 2331 15th St Sarasota, FL 34237
  • Spaces left
    20
  • Registered
    35 registrants

  Register

  Charitable Giving Opportunities for Donors with Retirement Plan Assets Presented by David K. Cahoone, J.D., LL.M (in Taxation) Senior Partner at The Dorcey Law Firm
  
  Wednesday, September 24, 2025
  8:30 a.m. – Registration and Networking
  9:00 a.m. – Remarks and Program
  10:00 a.m. – Program Concludes

  Location: Humane Society of Sarasota County
  2331 15th St, Sarasota, FL 34237
  Parking: Parking is available in the parking lot or along the street.
  (Please observe all posted signage.)
  
  This timely session will explore how donors can maximize the impact of their philanthropy while minimizing tax burdens, utilizing retirement assets as an increasingly powerful tool for lifetime, legacy and strategic giving. Designed for nonprofit fundraising professionals and professional advisors, the program will highlight how recent tax law changes, including the One, Big, Beautiful Bill Act, enhance the benefits of these gifts. In addition, this session will provide talking points to help donors and clients understand the OBBBA effect on charitable gifts beginning in 2026. Attendees will gain actionable insights to better guide generous givers through these evolving opportunities.
  

  Free for Members
  $15 for Non-Members
  
  About Our Speaker: 
  

  David is a Senior Partner with The Dorcey Law Firm, consultant, author, and frequent public speaker. He has over 30 years of active practice experience in the areas of wealth transfer planning, charitable planning, trusts and estates, income tax planning and business planning.

  David has significant experience planning with ultra-high-net-worth families and individuals and working with them in all phases of design, implementation and ongoing support. David also assists public charities and private foundations with navigating the challenging requirements for accepting complex gifts and providing proper documentation to donors and IRS compliance.

  David has a Masters degree in Taxation from the University of Florida College of Law and has attained the highest professional ranking (AV) from Martindale-Hubbell. For five years David was the Director of Philanthropic Strategies and Planned Giving at Brown University. 
  
  (Click here to read David's complete bio.)

  Special Thanks to Our September Program Sponsors:
  
  
  
  
  
  

  
  
  Please also register now for our November program, which will serve as the Charitable Gift Planners of Southwest Florida's annual meeting: 
  

  Wednesday, November 5, 2025
  11:30 a.m. - 1 p.m
  Location: Gulf Coast Community Foundation’s Sarasota Philanthropy Office
  David & Goliath: Facing Financial Giants in Applying for IRA Death Claims presented by Johni Hays and Karen Smedley
  (National Webinar followed by special live Q&A with presenter exclusively for our chapter)
  Sponsored by Easterseals Southwest Florida and Mauldin & Jenkins
  Click here to register for November 5th.

  
  

  Show details
• "David & Goliath" Program & Annual Meeting

  • When
    11/05/2025
  •  
    11:30 AM - 1:00 PM
  • Location
    Gulf Coast Community Foundation’s Sarasota Philanthropy Center, 1549 State Street, Sarasota, FL
  • Spaces left
    39
  • Registered
    1 registrant

  Register

  David & Goliath: Facing Financial Giants in Applying for IRA Death Claims
  
  Do you feel like your organization is a David fighting the financial Goliaths to obtain beneficiary IRA proceeds? Many charities experience delays of months or even years while attempting to collect proceeds after a donor has died. What was once a simple transaction has turned into mountains of paperwork and intrusive questioning; so much so that some charities are completely giving up on getting their rightful share. Do you want to know how to avoid all this? This session informs attendees on why this is happening and how to fight back. Tools, tips, and proven techniques will help you simplify the process immediately when you get back to your office. Share these details with your colleagues, especially those who process matured planned gifts. Join us to learn which IRA custodians are problematic and which aren’t and the latest federal and state regulations affecting charities collecting IRA proceeds. 

  This webinar from the National Association of Charitable Gift Planners will be followed by a special live Q&A with presenter Johni Hays exclusively for our chapter!

  Note: This will serve as our chapter’s annual meeting.
  
  Wednesday, November 5, 2025
  11:30 – 12:00 –  Networking & Lunch
  12:00 – 1:00 – Webinar + Live Q&A
  
  Free for Members
  $15 for Non-Members

  Location:
  Gulf Coast Community Foundation’s Sarasota Philanthropy Center
  1549 State Street, Sarasota, FL 34236

  Parking – State Street Parking Garage 

  • Please refrain from parking in the Gulf Coast parking lot adjacent to the building, which is reserved for Gulf Coast Board members, donor appointments and staff only.
  • The City of Sarasota has installed a new gateless system at all three City parking garages (Palm Avenue, State Street, St. Armands) to make parking more technologically efficient for citizens and visitors.
  • The new system will require cars to pay within 15 minutes of entering the garage. Vehicles that do not pay within that time frame will receive a citation. Cameras will be installed at each entrance and exit to monitor license plates later this year.
  • There are multiple payment options for garage parking, ParkMobile will also continue to be available for both garage and on-street parking. For those who wish to pay via a pay station, standalone machines, which accept coins and credit cards only, are available.
  • The fee structure will remain the same. The first hour of parking is free. The second hour is $2, and each additional hour is $1 per hour. A flat rate of $5 is offered during special events. Parking is free in City garages on Sundays and holidays.
  • Limited, free, two-hour street parking is available on the north and south sides of State Street. Be sure to pay close attention to the signage. There are a few “no parking zones.” The city strictly enforces on-street parking rules.

  
  
  Meet Johni Hays:
  

  With 32+ years as an attorney in charitable gift planning, Johni Hays is a recognized leader in this field. She is the founder and leader of the RIFT volunteer project (Release IRA Funds Timely). She served as the president of the Charitable Estate Planning Institute and authored the book, Essentials of Annuities and co-authored The Tools and Techniques of Charitable Planning and Message From the Masters—our Best Donor Stories that Made a Difference. Johni serves on the Smithsonian’s Professional Advisors Network in Washington, DC. Johni served on CGP's national board, is a member of its Leadership Institute, was inducted into the CGP Hall of Fame in 2021 and received its Distinguished Service Award in 2020.

  Meet Karen Smedley:

  Karen Smedley is Principal Auditor in Duke’s Office of Audit Risk & Compliance and the former Assistant Director of Trust and Estate Administration for Duke University and Duke Health. She has extensive expertise in managing all classes of death claims including estates, trusts, IRA beneficiary claims, and brokerage accounts. Smedley is the founder and facilitator of RIFT Advocates and is on the board of The RIFT Project. She earned her Master of Studies in Law from Wake Forest University School of Law with an emphasis on business law and compliance and a B.A. in Political Science from the University of Texas at Arlington.

  
  

  Special Thanks to Our November Program Sponsors:
  
  
  
  
  
  

  
  

  Show details