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Introduction to Planned Giving
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When: Thursday, July 19, 2018
9:15-11:15 a.m.
Where: Rollins College, Bush Executive Center
Suntrust Parking Garage
150 East Lyman Ave
Winter Park, Florida  32789
United States

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Without incorporating planned giving, a nonprofit development program is incomplete. You will begin to develop the foundational knowledge to manage a planned giving program with limited resources and without being an expert.

You will learn:

  • About the rationale for establishing a planned giving program and strategies to assess organizational readiness.
  • About the relationship between planned giving and endowments.
  • About the most common planned giving vehicles,  including:
    • Bequests
    • Gifts of appreciated securities
    • Real Estate gifts
    • Gifts from retirement accounts

Cost: $50 members, $100 nonmembers

Instructor: David N. Torre, Esq.

David Torre, CFP® 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 board of the Central Florida Foundation.  

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