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Upcoming events

    • 05/22/2024
    • 8:30 AM - 10:00 AM
    • Gulf Coast Community Foundation, Downtown Sarasota location

    Please save the date and check back soon for registration details.

    May 22, 2024
    8:30 a.m. – 10:00 a.m.
    Gulf Coast Community Foundation, Downtown Sarasota location

    Speaker: Jocelyn Udell, Sr. Director of Donor Engagement for Leadership Giving, Sarasota Orchestra

    Sponsor: Easterseals of Southwest Florida

    • 06/26/2024
    • 8:30 AM - 10:00 AM

    Please save the date and check back soon for registration details!

    June 26, 2024
    8:30 a.m. – 10:00 a.m.
    Sarasota Yacht Club

    Speaker: LaKoya Associate Director of Development, Director of Programs, Mays Family Institute on Diverse Philanthropy, Indiana University School of Philanthropy

    Sponsors: Bank of America & Community Foundation of Sarasota County

Past events

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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