Charitable Gift Opportunities for Residences and Vacation Homes: Lifetime and Testamentary Strategies (10/20/2026)

Tue, 20 Oct 2026 16:00:00 GMT

Please join us for a special program, presented jointly by the Sarasota County Bar Association and Charitable Gift Planners of Southwest Florida!

Tuesday, October 20, 2026
12:00 – 1:00 p.m.

Registration Details:
Free for SCBA & CGPSWFL Members

Click here to register for this virtual session. (All attendees will register through the Sarasota County Bar Association website.)

Southwest Florida is home to a vibrant philanthropic community supported by many generous donors and impactful charitable organizations. This program is designed for real property, probate and trust law attorneys, along with philanthropic fundraisers to facilitate the collaboration among professional advisors, enhance donor engagement in gift conversations and to learn the nuts and bolts of impactful ways to make charitable gifts of primary residences and vacation homes.

This program will focus primarily on lifetime gifts of a remainder interest in a residence or vacation home, sometimes referred to as a “retained life estate,” as prescribed in IRC Section 170(f)(3)(B)(i) and the corresponding Treasury Regulations. We’ll discuss in detail the legal requirements to establish the gift and how to illustrate the charitable income tax benefits and other consequences to the donor. Through case studies we will highlight ideal candidate profiles and walk through the practical mechanics of the gift of a remainder interest strategy.

In addition, we will discuss alternative methods for donors to make gifts of residences and vacation homes, via:

Outright lifetime gifts
Lifetime bargain sales
Lifetime and testamentary charitable remainder trusts

About Our Speaker: David K. Cahoone, J.D., LL.M (in Taxation)

David is a Senior Partner with The Dorcey Law Firm in Southwest Florida. David is also a 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 enjoys engaging with individuals, families and business owners to develop and implement plans to achieve their unique goals and objectives by listening to discover and then working with them to build a plan to implement, their "enlightened dreams" for themselves, their loved ones, their communities and their philanthropic passions.

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. He also provides training to charitable fundraisers and presentations to charitable donors who are looking to be more tax efficient in their charitable giving.

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. He is a member of the Southwest Florida Estate Planning Counsel, National Association of Charitable Gift Planners, Charitable Gift Planners of Southwest Florida, and the Sarasota County and Florida Bar Associations (Sections on Business Law, Tax Law, Real Property and Trust Law).

David is a co-author of Protect and Enhance Your Estate published by McGraw Hill and The Living Trust Workbook published by the Penguin Group. He has been quoted in national newspapers and magazines and appeared as a guest on a number of radio talk shows. David is also a frequent keynote speaker for local and national organizations.

For five years David was the Director of Philanthropic Strategies and Planned Giving at Brown University. At Brown he worked collaboratively with the Advancement office, faculty, staff and alumni as a resource for donors and their advisors to develop and achieve their charitable and financial goals and dreams in a tax-wise manner.

David looks forward to working collaboratively with other attorneys, fundraising professionals, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of high-net-worth individuals, families and business owners.

Exploring Charitable Options for Clients and Donors (11/12/2026)

Thu, 12 Nov 2026 13:00:00 GMT

Please join us for a Charitable Gift Planners of Southwest Florida program with Jeffrey Haskell, J.D., LL.M. and Austen Freeborn of Foundation Source.

With philanthropy on the rise, particularly among younger generations and women wanting to make a positive impact with their resources, it’s helpful for advisors and nonprofit professionals to be well-versed in formal charitable giving and to discuss it regularly with clients and supporters, not just at year-end. Doing so enables advisors to connect with clients on a deeper level and ultimately grow their practices, and allows nonprofit staff to develop a values-based relationship with donors facilitating major investment in the mission.

This presentation will provide an overview of formal giving vehicles as well as an in-depth discussion of donor-advised funds and private foundations, including how they may be used in tandem for greater financial and philanthropic impact. Lastly, as private foundations offer nearly endless giving capabilities, it will shed light on a few of their less well-known strategies: charitable investing, granting directly to individuals (vs. a charity), and donating artwork and collectibles.

Foundation Source is the nation’s leading provider of enterprise-grade solutions for private foundations, donor-advised funds and planned giving.

Learning Objectives:

Understand the most common charitable giving vehicles and how they can be incorporated into financial planning
Explore donor-advised funds and private foundations with respect to tax treatment, grantmaking, legacy and organizational and investment considerations
Obtain a closer look at specific giving strategies for private foundations, including charitable investing, granting directly to individuals (vs. a charity), and donating artwork and collectibles
Discover how charitable giving expertise can enhance philanthropic giving and grow a wealth management practice

Note: This will serve as our chapter’s annual meeting and will include the announcement of the 2027 Board of Directors.

Thursday, November 12, 2026
8:00 am – Check in and Networking
8:30 – 9:30 am – Introductions, Annual Meeting and Program

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

Free for Members
$20 for Non-Members

About Our Speakers

Jeffrey D. Haskell, J.D., LL.M.
Chief Legal Officer and Executive Vice President
Foundation Source

Jeff Haskell is a top expert in the areas of private foundation law, compliance and taxation. He is Chief Legal Officer and Executive Vice President for Foundation Source, the leader in philanthropic software and services for donors, nonprofits, advisors and financial institutions. In these roles he provides guidance on legal and tax issues to the company’s high-net-worth clients and their advisors. He has worked with Foundation Source since its inception in 2001.

Articles by Mr. Haskell have appeared in multiple legal, financial and philanthropy-related publications such as Trust & Estates, Taxation of Exempts, Family Wealth Report, Kiplinger.com, Wealthmanagement.com, and eJewishPhilanthropy. Additionally, he is a frequent speaker at conferences, and estate and tax planning councils across the U.S. Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law.

Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He earned a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.

Austen Freeborn
Vice President, Business Development
Foundation Source

Austen Freeborn is Vice President, Business Development, for Foundation Source, the leading provider of philanthropic software and services for donors, nonprofits, advisors and financial institutions. He works with universities, foundations and other nonprofit organizations to deliver planned giving and philanthropic solutions.

Austen is a seasoned business development and sales executive with over a decade of experience in financial services and wealthtech, having built his career across firms including Vanilla, Envestnet, and Bank of America before joining Foundation Source.

Foundation Source offers an integrated suite of technology-driven planned giving, donor-advised fund, and gift administration solutions, backed by industry-leading technology. Austen's focus is on helping nonprofit organizations grow and manage their philanthropic programs, turning donor generosity into lasting impact.

Special Thanks to Our Program Sponsors:

Charitable Gift Planners of Southwest Florida upcoming events

Charitable Gift Opportunities for Residences and Vacation Homes: Lifetime and Testamentary Strategies (10/20/2026)

Exploring Charitable Options for Clients and Donors (11/12/2026)