Planned Giving Instruments & Strategies
Schedule
Tue Sep 15 2026 at 09:00 am to 12:00 pm
UTC-04:00Location
Gulf Coast Community Foundation - Sarasota Philanthropy Center | Sarasota, FL
About this Event
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.
Where is it happening?
Gulf Coast Community Foundation - Sarasota Philanthropy Center, 1549 State Street, Sarasota, United StatesEvent Location & Nearby Stays:
USD 35.00



















