Planned Giving Instruments & Strategies

Explore the tools and techniques that help donors make meaningful, lasting gifts to your organization. This session demystifies planned giving options—from bequests and charitable gift annuities to trusts and beneficiary designations—and shows how each can align with donor goals and your nonprofit’s mission. Learn how to identify the best strategies for your organization, communicate their benefits with confidence, and build a sustainable pipeline of future gifts that secure your mission for generations to come.

Schedule:

8:45 a.m. - 9:00 a.m. - Light Refreshments

9:00 a.m. - 12:00 p.m. - Workshop

Facilitator:

Joe Carter, CAP, Vice President of Philanthropy

Questions:

Please direct any questions to Ann Karwoski at [email protected]

Parking Information:

Please park in the State Street parking garage directly across the street from the Sarasota Philanthropy Center.

There is two-hour street parking available along State Street, please be sure to carefully review all posted signage along the road.

Know what’s Happening Next — before everyone else does.

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