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. To receive elective credit for attending a workshop, participants must be present for at least 80% of each workshop meeting date with time spent in attendance measured consecutively.

Instructor: David Torre

David Torre is a wealth strategist with a focus on estate and wealth transfer planning. Previously, David was a director with Pathstone Family Office, a wealth strategist with GenSpring Family Office, and practiced law with a boutique firm focused exclusively in the areas of estate planning, probate, trust administration, and charitable gift planning.

David also previously served as director of gift planning at Rollins College, where he was responsible for working with donors to develop philanthropic strategies with complex tax, financial, and legal implications including gifts of fine artwork and endowments. David has served on the boards of the Winter Park Public Library, the Bach Festival Society of Winter Park, and the Central Florida Foundation. David earned his B.A. from Rollins College and his J.D. from the University of Florida and is a member of The Florida Bar.

Full participation is applicable for 3 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.