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Planned Giving for Small Shops
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8/3/2017
When: Thursday, August 3, 2017
9 a.m. - 12 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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Large nonprofit organizations include planned giving as a key part of their overall development work; small nonprofits failing to offer planned giving will only result in a loss of gift revenues now and over time. Adding any new program is challenging for a short-staffed or small nonprofit, this workshop will give you the tools and guidelines to begin implementing planned giving even with limited staffing. Without planned giving any development program is incomplete. With the tools from this workshop, you will feel confident that you can manage a planned giving program with limited resources and without being an expert.

You will learn:

  • Why your Nonprofit needs legacy gifts in building your organization and strategies for obtaining larger gifts
  • The role of legacy gift operations and tools
  • About endowments and how they benefit a nonprofit organization
  • About appropriate planned giving policies and agreements
  • Strategies for marketing approaches to attract legacy gifts
  • About the "basics” and simplest of outright gifts, including:
  • Bequest
  • Securities
  • Real Estate
  • Bargain Sales
  • Life Insurance
  • Retirement Account

Cost: $80 members | $160 nonmembers

Instructor: David N. Torre, Esq.

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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