“Southwest Florida Planned Giving Council is the local resource for the professional gift planner and the non-profit community.”
– Wm. James Harman, Former Executive Vice President, New College Foundation
"As gift planning practitioner, I can attest to the benefits of active Charitable Gift Planners of Southwest Florida membership and would encourage anyone with an interest in this field to join.”
- Melodie Rich, CPA
Welcome to the Charitable Gift Planners
Elizabeth Rabbitt Stephen, CFP®, CTFA
I thank my amazing Board of Directors for agreeing to serve for the 2021 year – Kathy Jordan (Vice President), Melodie Rich (Treasurer), Kimberly Bleach (Secretary), Betsy Pennewill (Past-President), Susie Bowie, Susan Brennan, Richard Gans, Barbara Jones, Ronald Koepsel, Lee Ann Rodriguez, Declan Sheehy, James Tollerton, Jocelyn Udell, Daniel Vigne, Tom Waters – please check out their extensive biographies on the Board tab above.
The mission of the Charitable Gift Planners of Southwest Florida is to promote philanthropy in our community through planned giving. We seek to increase the quality, as well as the quantity, of charitable planned gifts by serving as a resource for the gift planning communities of Sarasota and Manatee Counties.
We hope you will consider joining our membership. If you would like to host an educational program or if you have any questions about our association, please contact us at info@CharitableGiftPlannersSWFL.org.
CGPSWFL partners with area organizations to bring top-tier training programs and speakers to our area. We strive to be a resource beyond the ordinary. With the many possibilities in the gift planning process, we are here to help as our community works with individuals to help them accomplish their philanthropic intentions.
Thank You To Our Sponsors