Betsy Pennewill
February 11, 2025
Using and Misusing the Marital Deduction: Takeaways from January's Distinguished Speakers Series
December 5, 2024
Strategic Planning, Flexibility, and Long-Term Solutions for Your Professional Practice: Takeaways from November's Distinguished Speakers Series
December 4, 2024
2024 Year-End Giving Deadlines
November 13, 2024
Charitable Gifting Strategies
October 9, 2024
Tax Smart Charitable Giving, Especially with Retirement Assets: Takeaways from September's Distinguished Speakers Series
September 11, 2024
Talking With Your Client About Charitable Giving
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
September 6, 2023