Charitable Gift Planners of Southwest Florida

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Charitable Gift Planners of Southwest Florida

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Charitable Gift Planners of Southwest Florida provides the latest information to professionals, giving them the resources to initiate meaningful impact for their clients and organizational missions.

10/20/2026

It's always fun to see who's coming with you to one of our programs. Here are your peers joining you for today's webinar in partnership with the Sarasota County Bar Association! https://www.sarasotabar.com/events/RSVPlist.aspx?id=2077978

10/15/2026

It's National Estate Planning Awareness Month. We take this time to thank the amazing professionals in our organization who support donors and clients through careful planning of the assets they will leave behind. When future gifts are realized in thoughtful estates, people and organizations can receive lasting benefit.

10/13/2026

Charitable Gift Planners of SW Florida board member David K. Cahoone, J.D., LL.M. (in Taxation), will be leading our October 20 virtual program, "Charitable Gift Opportunities for Residences and Vacation Homes: Lifetime and Testamentary Strategies" in partnership with the Sarasota County Bar Association. You can register and learn more here: https://charitablegiftplannersswfl.org/event-6786828

David is a Senior Partner with The Dorcey Law Firm in Southwest Florida. David is also a consultant, author, and frequent public speaker. He has over 30 years of active practice experience in the areas of wealth transfer planning, charitable planning, trusts and estates, income tax planning and business planning. David has significant experience planning with ultra-high-net-worth families and individuals and working with them in all phases of design, implementation and ongoing support.

David enjoys engaging with individuals, families and business owners to develop and implement plans to achieve their unique goals and objectives by listening to discover and then working with them to build a plan to implement, their "enlightened dreams" for themselves, their loved ones, their communities and their philanthropic passions.

David also assists public charities and private foundations with navigating the challenging requirements for accepting complex gifts and providing proper documentation to donors and IRS compliance. He also provides training to charitable fundraisers and presentations to charitable donors who are looking to be more tax efficient in their charitable giving.

David has a Masters degree in Taxation from the University of Florida College of Law and has attained the highest professional ranking (AV) from Martindale-Hubbell. He is a member of the Southwest Florida Estate Planning Counsel, National Association of Charitable Gift Planners, Charitable Gift Planners of Southwest Florida, and the Sarasota County and Florida Bar Associations (Sections on Business Law, Tax Law, Real Property and Trust Law).

David is a co-author of Protect and Enhance Your Estate published by McGraw Hill and The Living Trust Workbook published by the Penguin Group. He has been quoted in national newspapers and magazines and appeared as a guest on a number of radio talk shows. David is also a frequent keynote speaker for local and national organizations.

For five years David was the Director of Philanthropic Strategies and Planned Giving at Brown University. At Brown he worked collaboratively with the Advancement office, faculty, staff and alumni as a resource for donors and their advisors to develop and achieve their charitable and financial goals and dreams in a tax-wise manner.

Phew! That's a lot. You're amazing, David!

10/05/2026

We are thrilled to offer "Charitable Gift Opportunities for Residences and Vacation Homes: Lifetime and Testamentary Strategies" with board member David K. Cahoone, J.D., LL.M (in Taxation) on October 20 at noon. Offered virtually in collaboration with the Sarasota County Bar Association, this session is an excellent opportunity to learn from your desk and put new tools in your gift planning knowledge kit! Learn more and register here: https://www.charitablegiftplannersswfl.org/event-6786828

09/25/2026

You may remember when we brought Aquanetta Betts to our community. Don't miss her and an all-star panel on the National Association of Charitable Gift Planners upcoming webinar "The Next Generation of Philanthropy: Trends in Charitable Giving and Estate Planning" on October 2 at 2 pm. Here's a link for info & registration: https://charitablegiftplanners.org/october-20-2026-next-generation-philanthropy-trends-charitable-giving-and-estate-planning

09/24/2026

Thanks to Manatee Community Foundation and Pines of Sarasota Foundation for making this morning’s program possible! Our moderator Jennifer Abbott, CAP and our two panelists Jenifer Schembri and Cliff Walters are skilled communicators with excellent experience and information! Thanks to all for coming and sharing our interest in the philanthropic possibilities that can come with selling a business.

09/22/2026

Last call for a tremendous opportunity to learn from two greats on Thursday, Sept. 24! Register now for "Behind the Curtain: Understanding the Business Sale Journey and Its Philanthropic Potential" hosted by Manatee Community Foundation, sponsor of this program together with Pines of Sarasota Foundation. SO grateful for Jenifer Schembri & Cliff Walters for joining our awesome moderator Jennifer Abbott in this fascinating and important conversation. https://charitablegiftplannersswfl.org/event-6718639

09/04/2026

Would you like an easy thing to cross off your to-do list before the 3-day weekend? Register for our September 24 program featuring Cliff Walters and Jenifer Schembri of Blalock Walters: "Behind the Curtain: Understanding the Business Sale Journey and Its Philanthropic Potential." Thanks to our sponsors Manatee Community Foundation and Pines of Sarasota Foundation for this opportunity to hear from two local attorneys sharing their rich knowledge and experience. Learn more and register here: https://charitablegiftplannersswfl.org/event-6718639

08/27/2026

Thanks to everyone who joined our Summer Social this evening! Our event was sponsored by FUNducation Inc and the USF Foundation Office of Gift Planning, along with our host and in-kind sponsor Senior Friendship Centers. We love our members and every opportunity to connect.

08/20/2026

If you aren't one of the 60+ members registered for our Summer Social on Thursday, August 27 from 5 to 7 pm at Senior Friendship Centers, now is YOUR time to click and let us know you're coming! We hope to see you there for an informal, upbeat chance to network and visit with some of our region's gift planning professionals. https://charitablegiftplannersswfl.org/event-6735122

Address

Sarasota, FL

Telephone

+19415562378

Website

https://www.charitablegiftplannersswfl.org/

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