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DTSTART:20261020T213000Z
DTEND:20261020T230000Z
LOCATION:Grasslands Country Club
UID:2980320261020T213000ZGiving with Purpose: Charitable Planning Strategies
DTSTAMP:20261013T214905Z
DESCRIPTION:\nThis presentation, by Laurie Valentine, explores how charitable gift planning can be integrated into a client's broader estate and financial planning objectives. Attendees will examine a range of charitable giving options—including bequests, retirement assets, charitable gift annuities, charitable trusts, donor-advised funds, and private foundations—and learn to recognize client profiles that signal when a particular strategy is worth exploring. Whether you're new to charitable planning or looking to sharpen your expertise, this is a must-attend session for anyone who wants to bring more value to client conversations. Seats are limited—don't miss your chance to gain strategies you can put to use right away.\n \n\nLaurie Valentine, JD\nSenior Counsel, Philanthropic Giving\nCommunity Foundation Tampa Bay\n\nLaurie Valentine, JD, brings more than 40 years of experience helping individuals, families, and professional advisors turn their charitable visions into lasting impact. As Senior Counsel for Philanthropic Giving at Community Foundation Tampa Bay, Laurie guides donors in creating giving strategies that reflect their values—whether through lifetime gifts or meaningful legacies that continue beyond their lifetime.\n\nIn her role at the Community Foundation, Laurie also provides expert legal counsel to the Foundation’s leadership and staff, ensuring every charitable gift is structured to honor donor intent and serve the community effectively for generations to come.\n\nBefore joining Community Foundation Tampa Bay in 2022, Laurie practiced law in St. Petersburg, Florida (1982-1994 and 2017 – 2022), focusing on estate planning, business succession, charitable gift planning, and trust and estate administration. She also spent 23 years as Trust Counsel and Chief Operating Officer at the Kentucky Baptist Foundation, where she helped grow and steward charitable assets to strengthen ministries and missions across the state.\n\nA proud University of Florida alumna, Laurie earned both her BA in Speech Pathology and her law degree at UF. \n\nA Tampa Bay native, she enjoys living in St. Petersburg, and is grateful for the opportunity to help others make a difference through thoughtful, effective philanthropy.\n
SUMMARY:Giving with Purpose: Charitable Planning Strategies - Estate Planning Council of Polk County 
PRIORITY:3
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DESCRIPTION:Reminder
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