Filter by Category
Filter by Date
September 30, 2025
Essentials of Florida Asset Protection in Wealth Planning: Takeaways From September's Distinguished Speakers Series
May 14, 2025
Key Provisions of a Charitable Gift Agreement
February 11, 2025
Using and Misusing the Marital Deduction: Takeaways from January's Distinguished Speakers Series
November 13, 2024
Charitable Gifting Strategies
September 11, 2024
Talking With Your Client About Charitable Giving
May 23, 2024
Partnership is Key: The Community Foundation of Sarasota County and the Sarasota County Bar Association
May 20, 2024
Why Should I Recommend a Donor Advised Fund at the Community Foundation of Sarasota County?
February 23, 2024
Top 3 Takeaways from the 58th Annual Heckerling Institute on Estate Planning
January 22, 2024