Charitable Gift Planners of Southwest Florida

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Charitable Gift Planners of Southwest Florida

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Charitable Gift Planners of Southwest Florida, Nonprofit Organization, Sarasota, FL.

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.

06/19/2026

On Juneteenth, we reflect on the significance of the holiday, how far we have come, and what is yet to do.

There are events in our region where you can celebrate the meaning of the holiday in community. https://www.sarasotamagazine.com/news-and-profiles/juneteenth-sarasota-manatee

06/18/2026

Thank you to everyone who came out to join us for “Wealth of Narratives: Diverse Money Stories on Planned Giving!” It was great to see nonprofit gift planners, CPAs, CFPs, estate planning attorneys, wealth managers, and foundation friends at our June collaboration with AFP - Southwest Florida Chapter and the Southwest Florida Estate Planning Council. Andrew Tudor, CFP, CAP was a HIT! Thanks to Community Foundation of Sarasota County and Safe Children Coalition for sponsoring this breakfast. We’ll share some takeaways in the upcoming days.

06/10/2026

Tracking the latest proposals impacting charitable giving in Washington can be tough. That's one reason we love tapping into the expertise of National Association of Charitable Gift Planners for advocacy updates. Check out the schedule of calls for July, September and November: https://charitablegiftplanners.org/advocacy-updates

06/08/2026

We have an amazing speaker the morning of June 18 at Marina Jack Restaurant! Attendees will take away some great things from Andrew Tudor, CFP, CAP...

*Understand how money stories are formed across cultural, family, and community contexts.
*Apply a storytelling framework to donor discovery meetings that surfaces motivation, not just assets.
*Recognize the emotional drivers behind philanthropic decisions and adapt cultivation strategies accordingly.
*Engage diverse donors more authentically by acknowledging varying views of wealth, legacy, and institutional trust.

Not registered yet? Just pop over here! https://www.charitablegiftplannersswfl.org/event-6678765

06/05/2026

HUGE gratitude to our two sponsors for "Wealth of Narratives: Diverse Money Stories in Planned Giving." We are grateful to Community Foundation of Sarasota County and Safe Children Coalition for making this program with Mr. Andrew Tudor, CFP, CAP possible. Looking forward to seeing everyone on June 18 at 8:00 a.m. at Marina Jack Restaurant together with our friends from AFP - Southwest Florida Chapter and Southwest Florida Estate Planning Council! https://charitablegiftplannersswfl.org/event-6678765

06/04/2026

Andrew J. Tudor will be in town on June 18 for our joint council program! We hope you will join us for this exceptional opportunity to learn from him. Here are all the details to register for "Wealth of Narratives: Diverse Money Stories in Planned Giving." https://charitablegiftplannersswfl.org/event-6678765

Mr. Tudor, CFP, CAP is an Investment Advisor at Zenith Wealth Partners in Charlotte, NC. He is a recognized voice at the intersection of money psychology, cultural identity, and philanthropic planning. His work sits at a rare crossroads: the technical discipline of institutional investment management and the deeply human work of understanding why people give, how they give, and what they hope their giving will mean for generations to come.

Mr. Tudor has helped nonprofit leaders and foundation trustees navigate complex charitable giving strategies, donor engagement, and long-term investment policy, always with an eye toward the communities those assets are meant to serve.

Mr. Tudor's work has been featured on PBS, CNBC, and Cheddar News. He is a recipient of the NextGen Financial Service Award from the American College of Financial Services and was named to the Top 50 Under 50 by the Association of African American Financial Advisors.

05/28/2026

What an engaging morning with our members and future members for Planned Giving 101!! Thank you to longtime member Jocelyn Udell of Sarasota Orchestra for leading this session and sharing her knowledge and experiences so enthusiastically. Professional Benefits and , thank you for sponsoring and making this possible. We had a great place to meet, network, and learn at Humane Society of Sarasota County. See you on June 18 for our next event!

05/21/2026

Only 7 days until Planned Giving 101! We can't wait to see you there. Already registered? YES! Still need to let us know you're coming on May 28 at 8:00 a.m. ? Here you go: https://charitablegiftplannersswfl.org/event-6598256

Every year, this event is a must-attend, with useful info and stories that benefit those new to gift planning and those who have been in the field. We are grateful to Jocelyn Udell for leading the session and to Professional Benefits Incorporated and Carter for sponsoring. See you soon!

05/20/2026

Today is the day to register for "Wealth of Narratives: Diverse Money Stories in Planned Giving," featuring Andrew Tudor, CFP, CAP on June 18 at 8:00 a.m.! This special event is our annual programming in partnership with AFP - Southwest Florida Chapter and the Southwest Florida Estate Planning Council. Register here: https://charitablegiftplannersswfl.org/event-6678765

Mr. Tudor makes the case that every financial decision a donor makes, including the decision to give, flows directly from their money story. Drawing on behavioral economics, cultural research, and his own work with diverse donors, Andrew equips gift planners with practical tools to uncover those stories and inspire lasting generational impact. See you on June 18!

05/13/2026

Elizabeth Lugo is President & CEO of the Volen Center, providing services, support and information to seniors and their families. We welcome Elizabeth as a new member to the Charitable Gift Planners of Southwest Florida. So happy you're here, Elizabeth!

Address

Sarasota, FL

Telephone

+19415562378

Website

https://www.charitablegiftplannersswfl.org/

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