Description

Planned giving can serve as a lifeline to the future of any nonprofit organization, but planned gifts often take more thought and patience than other giving options (for both the donor and the beneficiaries).  This workshop will introduce attendees to the various planned giving vehicles that are available today, the donor motivations for interest in one versus the other, and the pros & cons of these options for your organization both in the short-term and longer-term.

Learning objectives:

• Overview of the most common planned giving vehicles
• Basic understanding of the motivations of a planned giving donor
• Fundamental grounding in the tax, regulatory, and ethical implications of planned gifts
• Tips from the field on getting started and improving effectiveness

Cost: $102 Members, $204 Non-Members

*If you are part of either the in-person or virtual 2025 Certificate in Nonprofit Leadership cohort, this workshop may be used to fulfill your Revenue Generation elective requirement.

Instructor: David Torre

David Torre is Director of Wealth Planning and SVP for Seacoast Wealth. He leads the wealth planning team and works with ultra-high-net-worth families to craft strategies around estate and financial planning. 

Previously, David practiced law with a boutique firm focused in the areas of estate & trust planning.  David also served as Director of Gift Planning at Rollins College, where he was responsible for working with donors to develop complex philanthropic strategies including gifts of fine artwork and endowments.

He serves on the board of the Charitable Gift Planners of Central Florida and has served on the boards of the Winter Park Public Library, the Bach Festival Society of Winter Park, and the Central Florida Foundation.

In addition to being a member of The Florida Bar, he holds the Chartered Advisor in Philanthropy (CAP®) designation. David earned his B.A. from Rollins College and his J.D. from the UF.