Thoughts on the Planned Giving Environment in 2021 and Beyond

When:  Mar 10, 2021 from 12:00 PM to 1:00 PM (ET)
Associated with  AFP FL, Polk County Chapter

David will discuss relevant provisions of recent federal legislation and how they might affect nonprofits and donors in 2021 and beyond. David will also discuss which giving vehicles may be more attractive to donors in the current legislative and interest rate environment as well as provide some thoughts on how fundraisers can get themselves and their organizations ready for approaching planned giving donors.




David Torre, J.D., AEP®, CFP®

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 ultra-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.



Thank you to our meeting sponsor!                       Approved for 1 CFRE Point!
                               

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