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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.

11/13/2019
When: Wednesday & Thursday, November 13 & 14, 2019
9:15 a.m. - 4:15 p.m.
Where: Rollins College, Bush Executive Center
SunTrust Parking Garage
150 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.

Cost: $320 members, $640 non-members

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

David Torre serves as a wealth strategist and family wealth specialist with GenSpring | SunTrust Private Wealth. David offers clients many years of diverse experience in estate planning and philanthropy. He works with high net worth families to facilitate family meetings on topics such as family communication, values, philanthropy and educating the next generation. David also delivers action-oriented advice to advance multi-generational family goals and objectives.

Previously, David 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. While at Rollins, 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.

In addition to being a member of the Florida Bar, David holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Estate Planner® designations and has completed training in civil mediation and the Myers-Briggs Type Indicator (MBTI). David earned his bachelor’s degree in International Affairs from Rollins College and his Juris Doctor from the University of Florida. He serves on the board of the Central Florida Foundation.


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