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November 13, 2024
Charitable Gifting Strategies
September 11, 2024
Talking With Your Client About Charitable Giving
May 28, 2024
In Defense of the Donor-Advised Fund
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
Achieving Success in Business Succession Planning: Takeaways from January's Distinguished Speakers Series
November 16, 2023
Dealing with Difficult Families and Deceitful Fiduciaries: Takeaways from November's Distinguished Speakers Series
November 2, 2023