Planned Giving 101 (05/28/2026)

Thu, 28 May 2026 12:00:00 GMT

Presented by Jocelyn Udell, Sr. Director of Donor Engagement for Leadership Giving at the Sarasota Orchestra

Sponsored by Carter & Professional Benefits Incorporated

New to charitable gift planning – or ready for a smart refresher? This lively, practical session will give you the clarity and confidence to approach planned giving productively.
Join Jocelyn Udell as she breaks down the fundamentals and shares what it truly takes to build a successful planned giving effort. You’ll walk away with a clear understanding of both the strategy and the structure behind effective gift planning that can benefit the donor and the nonprofit.

Together, we will:

Define what a planned gift is—and what it isn’t
Identify what must be in place for planned giving to succeed in your organization
Review several common planned giving vehicles and how they work (ideal for advisors, development professionals, and Board members)
Outline the key components of a well-structured planned giving program
Learn how to recognize and qualify strong planned giving prospects
Get your specific questions answered

Perfect For:

Professional advisors who are new to charitable gift planning
Nonprofit development professionals just entering the field
Board members who want a clearer understanding of planned giving
Experienced professionals seeking a practical refresher alongside colleagues

Be sure to share this opportunity with newer professionals in your office—this session is designed to build a strong foundation and spark confidence from the start.

Thursday, May 28, 2026
8:00 am – Check in and Networking
8:30 – 9:30 am – Introductions and Program

Free for Members
$20 for Non-Members

Location:
Humane Society of Sarasota County
2331 15th Street
Sarasota, FL 34237

About Our Speaker:

Jocelyn is Sr. Director of Donor Engagement for Leadership Giving at the Sarasota Orchestra. She is responsible for working with donors on leadership gifts as well as legacy or planned gifts to the Orchestra. She earned a Bachelor of Fine Arts in Theatre Arts Management from Ithaca College. Her experience includes more than 30 years working with donors on their philanthropy including work with donor advisors and legacy donors at the Community Foundation of Sarasota County.

Special Thanks to Our May Program Sponsors:

Wealth of Narratives: Diverse Money Stories in Planned Giving (06/18/2026)

Thu, 18 Jun 2026 12:00:00 GMT

Please join us for a Joint Councils Program presented in partnership with the Charitable Gift Planners of Southwest Florida, Southwest Florida Chapter of AFP, and the Southwest Florida Estate Planning Council.

Wealth of Narratives: Diverse Money Stories in Planned Giving
Presented by Andrew Tudor, CFP, CAP, Investment Advisor
Zenith Wealth Partners, Charlotte, NC

Thursday, June 18, 2026
8:00 a.m. – Check In and Networking
8:30 – 10:00 a.m. – Introductions and Program
Location: Marina Jack Restaurant, 2 Marina Plaza, Sarasota, FL 34236

The United States is on the verge of the largest wealth transfer in history, with over $84 trillion expected to change hands by 2045 and nearly $16 trillion projected to flow to charitable organizations. At the same time, the country is rapidly becoming majority-minority. For gift planners, these two realities represent both an extraordinary opportunity and a pressing challenge: how do you build trust and inspire legacy giving with donors whose relationship to wealth and generosity looks fundamentally different from donors of the past?

Andrew J. Tudor, CAP, CFP® makes the case that every financial decision a donor makes, including the decision to give, flows directly from their money story. Drawing on behavioral economics, cultural research, and his own work with diverse donors, Andrew equips gift planners with practical tools to uncover those stories and inspire lasting generational impact.

Key Takeaways

Attendees will leave with the ability to:

Understand how money stories are formed across cultural, family, and community contexts
Apply a storytelling framework to donor discovery meetings that surfaces motivation, not just assets
Recognize the emotional drivers behind philanthropic decisions and adapt cultivation strategies accordingly
Engage diverse donors more authentically by acknowledging varying views of wealth, legacy, and institutional trust

Free for CGPSWFL, SWFEPC, and AFP members
$20 for all other attendees

About Our Speaker

Andrew J. Tudor is a financial expert and recognized voice at the intersection of money psychology, cultural identity, and philanthropic planning. As an Institutional Investment Advisor at Zenith Wealth Partners, Andrew serves as lead relationship manager for a portfolio of foundations and nonprofit clients, with deep expertise in endowment management, multi-generational family foundation stewardship, and the design of impact and ESG-aligned portfolios.

His work sits at a rare crossroads: the technical discipline of institutional investment management and the deeply human work of understanding why people give, how they give, and what they hope their giving will mean for generations to come. Andrew has helped nonprofit leaders and foundation trustees navigate complex charitable giving strategies, donor engagement, and long-term investment policy, always with an eye toward the communities those assets are meant to serve.

Andrew holds the Chartered Advisor in Philanthropy (CAP) and CERTIFIED FINANCIAL PLANNER™ designations. His work has been featured on PBS, CNBC, and Cheddar News. He is a recipient of the NextGen Financial Service Award from the American College of Financial Services and was named to the Top 50 Under 50 by the Association of African American Financial Advisors.

Special Thanks to Our Program Sponsors:
Safe Children Coalition & Community Foundation of Sarasota County

A Joint Councils Program Presented in Partnership with:

Charitable Gift Planners of Southwest Florida upcoming events

Planned Giving 101 (05/28/2026)

Wealth of Narratives: Diverse Money Stories in Planned Giving (06/18/2026)