Speakers Bureau

LEAVE A LEGACY® is a program of the Treasure Coast Planned Giving Council. A local group of estate planning professionals and representatives from the nonprofit sector are implementing this ongoing program to educate the community about the impact and benefits of leaving gifts to local charities through bequests and/or other planned giving methods.

Part of this initiative is to assist nonprofits in establishing a planned giving program through our Speakers Bureau and Mentoring Program.

Topics

Philanthropic Estate Planning and LEAVE A LEGACY®
A technical, but comprehensive, presentation on structuring planned gifts. This presentation includes the use of Charitable Remainder Trusts and other planned giving vehicles in estate planning. This presentation will be tailored for general, donor, civic, and service club audiences (20-60 minute presentation available).

Encouraging Planned Gifts – A Primer for the Board
A 30-40 minute presentation intended for nonprofit boards and staff on getting started with a planned giving program.

Topic of your choice
We will tailor a presentation to your needs based on topic desired and timing availability.

If you are interested in finding out more about the program and how LEAVE A LEGACY® can help your organization start a planned giving program, please contact Ronald P. Quinlan, Jr., CFP®, CTFA, (772) 223-3811 or E-mail: rpquinlanjr@comerica.com

Speakers Bureau and Mentoring Program Form Please click either the Word document icon or the Adobe PDF icon to download the form.