October 28 | Noon-1:30 pm

Zoom Meeting

Join a panel of experts including the CEO of the Pinellas Community Foundation; an executive from Raymond James Charitable; a certified financial planner who helps clients create their own donoradvised funds; and a donor who gives charitably through their donor-advised fund, in discussing the convenience of this giving option and the benefits to charities.

RSVP by October 27 to receive your Zoom link prior to the meeting.

 

For more information call (727) 523-3414 or email SuncoastRSVP@EmpathHealth.org.

CE/CLE Credits 

  • ATTORNEYS – The Florida Bar CLE Credits (2.0 Hours)
  • FINANCIAL ADVISORS – CFP Board CE Credits Pending
  • TRUST OFFICERS – “Donor-Advised Funds has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees.”

Get Involved