The Southwest Florida Chapter of the Association of Fundraising Professionals (AFP-SWFL) presents Back to Basics in Planned Giving on May 10, 2022, at Michael’s On East, doors open at 11:30 a.m., program begins at noon. Whether you are aiming to jump start a giving program or getting started with planned gifts, this expert panel discussion will provide you with clear steps to be successful in this space given current tax implications, donor financial considerations, and nonprofit donor relationships. Join us as we explore the “Why’s and How’s” of planned giving strategies through a series of conversations with local and distinguished professionals in the philanthropic environment including J. Allison Archbold, JD, Specialist in Wills, Trusts and Estates, Archbold Law Firm, Betsy Pennewill, JD, Corporate Counsel, Community Foundation of Sarasota County and Kirsten Fulkerson, Sr. Vice President for Philanthropy, Gulf Coast Community Foundation. Panelists will discuss topics including, Will and Estate Planning Essentials, Donor Advised Funds in Estate Planning, IRA Rollover Requirements, Required Minimum Distributions, Endowments as a Repository for Legacy Gifts, Best Practices in Planned Giving and more. This program is for all nonprofit CEOs, administrators, fundraisers and finance staff. RSVP today at www.eventbrite.com/e/back-to-basics-in-planned-giving-tickets-323438963647.

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