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Planned Giving: Gifts of a Lifetime Session II of II
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Planned Giving: Gifts of a Lifetime Session II of II

This is an approved elective for the Certificate in Fundraising & Development. Please note that you must attend both days to receive credit for this workshop series.

 Export to Your Calendar 11/9/2017
When: Wednesday & Thursday, November 8-9, 2017
9:00 a.m. to 4:00 p.m.
Where: Map this event »
Rollins College, Bush Executive Center
SunTrust Parking Garage
East Lyman Avenue
Winter Park, Florida  32789
United States

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Developing a robust planned giving program is crucial to the financial stability of any non-profit.  This course will introduce you to the concepts and practice of planned giving from a former front-line planned giving fundraiser. You will learn the fundamentals of planned giving:  what it is, how it works, how to implement strategies and how it can impact your organization and career. 

Note: Intermediate to advanced course. Highly recommended to have had either major gifts or planned giving experience prior to attending the course.

Course Objectives:

  • Solid comprehension of planned giving vehicles such as bequests, charitable gift annuities, life insurance, retirement plans, and charitable trusts
  • Understand the benefits to donors for making planned gifts
  • Fundamental grounding in the tax and regulatory implications of planned gifts
  • Strategies to develop organizational readiness for a planned giving program with board, staff and donors

Click here for the Course Outline

This workshop is an elective option for the Certificate in Fundraising & Development.

Tuition: $320 members $640 nonmembers

Instructor: David N. Torre, Esq., Murrah, Doyle, Wigle & Torre, P.A.

David Torre is an attorney with the Winter Park law firm of Murrah, Doyle, Wigle & Torre, P.A.  His practice focuses on estate and trust planning, probate, trust administration and charitable gift planning for individuals and charitable organizations.  Torre previously served as Director of Gift Planning for Rollins College where he completed over 150 face-to-face visits with donors and professional advisors, private foundations, and corporations.  Torre developed individual donor engagement strategies and closed seven- and six-figure complex gifts to Rollins including gifts of life insurance, charitable trusts, gifts from retirement plans (401(k), IRA), fine artwork, bequests, charitable gift annuities (CGA), and tangible personal property.  While at Rollins, Torre managed planned giving marketing efforts and created content for print and social media channels.  Torre also managed the legacy giving society and actively contributed to the planning and launch of a multi-year comprehensive capital campaign.  Torre is a member of the Board of Trustees for the Winter Park Public Library and the Partnership for Philanthropic Planning of Greater Orlando and is a graduate of Rollins College and the University of Florida Levin College of Law.   


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