Distinguished Speaker Series

Founded by the Southwest Florida Estate Planning Council, we believe in empowering Professional Advisors who help donors make lasting charitable impact.

One way the Community Foundation of Sarasota County recognizes the efforts of area professional advisors (PAs) is by hosting our annual Distinguished Speaker Series, a signature series of educational lectures provided to our community’s PAs, enabling them to earn advanced education credits. These programs are lead by our Community Foundation in partnership with Manatee Community Foundation and the Lakewood Ranch Community Fund, with generous sponsorship by area banks.

2019 - 2020 Schedule:

Coming soon!

2018 - 2019 Schedule:

  • September 11, 2018
    Samuel A. Donaldson, Professor of Law, Georgia State University College of Law
    Topic: "Federal Tax Update – Income, Estate and Gift Tax Cases, Rulings, Regulations and Legislation"

  • November 13, 2018 
    Tami Foley Conetta, Chief Fiduciary Officer, East Region, Northern Trust
    Topic: “Cross-Border Trust Considerations”

  • January 22, 2019

    Lester B. Law, Attorney with Franklin, Karibjanian & Law PLLC
    Topic: “Tax Basis Planning”

    Sponsored by BMO Wealth Management 

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Community Foundation of Sarasota County

2635 Fruitville Rd., Sarasota FL 34237
P: (941) 955.3000   F: (941) 952.1951   Email Us
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