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

11/8/2017
When: Wednesday & Thursday, November 8 & 9, 2017
9 a.m. - 4 p.m.
Where: Rollins College, Bush Executive Center
Suntrust Parking Garage
150 East Lyman Ave
Winter Park, Florida  32789
United States


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Developing a robust planned giving program is crucial to the financial stability of any nonprofit.  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.

Cost: $320 members, $640 non-members

Instructor: David N. Torre, Esq., SunTrust Private Wealth

David Torre serves as Senior Wealth Planner for SunTrust Private Wealth based in Winter Park, Florida.Prior to joining SunTrust, Torre practiced law with a boutique firm focused exclusively in the areas of estate planning, probate, trust administration, and charitable gift planning. He was admitted to The Florida Bar in 2009 and was in private practice prior to serving as Director of Gift Planning at Rollins College. While at Rollins, he was responsible for working with donors to develop charitable gift strategies with complex tax, financial, and legal implications. Torre also frequently worked with professional advisors including attorneys, accountants, family offices, corporate trustees, and private foundations on deferred and structured gifts including estate and trust gifts, fine artwork, and endowed funds. Torre graduated from Valencia College, Rollins College and the University of Florida Levin College of Law.  He is Vice President of the Board of Trustees for the Bach Festival Society of Winter Park and serves on the boards of the Central Florida Foundation and the Winter Park Public Library.   


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