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Community Foundation of Sarasota County
  • Donors

    Every One Can Make a Difference

    • Create a Charitable Fund
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  • Advisors

    Our Services for Professional Advisors

    • Charitable Giving Options
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    • Distinguished Speaker Series
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  • Nonprofits

    Our Support for Nonprofits

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  • Students

    Scholarship Opportunities

    • Scholarships for Students Under 24 Years of Age
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    • Become a Scholarship Committee Volunteer
  • Community Impact

    Community Impact Philosophy

    Community Care


    • Season of Sharing Donation Campaign
    • Student Emergency Fund
    • ... and others

    Empowerment and Success


    • Campaign for Grade-Level Reading (Sarasota)
    • Summer Learning Academies
    • School Readiness
    • Parent Success Program
    • Strauss Literacy Initiative
    • “EdExploreSRQ” Student Learning
    • Higher Education Scholarships
    • ... and others

    Belonging and Culture


    • Family Togetherness Programs
    • "Giving Challenge" Events and Results for Nonprofits
    • ... and others
  • Media & Stories

    The Latest:

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    • Video Library
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  • About Us

    About:

    • Mission and Values
    • History of Community Impact
    • Diversity, Equity, Inclusion
    • Celebrating 40 Years
    • Accreditations
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    Leadership:

    • Our Board of Directors
    • Our Staff

    Financial Stewardship:

    • Audited Financials & Tax Returns

    Contact:

    • Ways to Reach Us

    Careers:

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    • Our Benefits and Culture

    Events:

    • Upcoming Events
    • Request a Speaker

    Foundation Partners:

    • Manatee Community Foundation
  • En Español

DONATE

Distinguished Speaker Series

Empowering Professional Advisors who help donors make lasting charitable impact.

Our Distinguished Speaker Series is an educational and networking resource for all professional advisors and is offered complimentary as a thank you for referring clients to the Community Foundation. Through a signature series of lectures presented by nationally recognized estate planning and tax experts, advisors can earn advanced education credits and stay abreast of current trends and updates in wealth planning.

These programs are hosted by our Community Foundation in partnership with Manatee Community Foundation.


2021 – 2022 Schedule

Tuesday, September 14, 2021

Speaker: Lee-ford Tritt, Professor of Law, University of Florida

Topic: Copyrights and Estate Planning


Tuesday, November 9, 2021

Speaker: Ed Morrow, Senior Wealth Strategist; Huntington National Bank

Topic: Beneficiary Deemed Owner Trusts (BDOT)


Tuesday, January 18, 2022

Speaker: Joan Crain, Senior Director, Global Wealth Strategist; BNY Mellon 

Topic: Family and Wealth Sustainability: Integrating Family Values with Wealth Planning for a Lasting Legacy

Betsey Pennewill headshot

For more information or questions, please contact:

Betsy Pennewill, JD
Corporate Counsel
941-556-7152 
betsy@cfsarasota.org

November 4, 2021

Gifting Appreciated Stock: 2021 Year-End Charitable Giving Opportunity

November 4, 2021

The CARES Act: 2021 Provisions To Consider For Charitable Giving

May 13, 2021

2021 Charitable Incentives under the CARES Act

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Community Foundation of Sarasota County
Contact Us

2635 Fruitville Rd.,
Sarasota FL 34237
Directions and Map

P: (941) 955-3000
F: (941) 952-1951
8:30 a.m. – 5 p.m., M – F
info@cfsarasota.org

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THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 (OR 1-800-352-9832 EN ESPAÑOL) OR GOING ON THE DEPARTMENT’S WEBSITE WWW.FLORIDACONSUMERHELP.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. One hundred percent (100%) of the donation is received by the Community Foundation of Sarasota County, registration #CH2471.

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