Charitable Gift Planners of Southwest Florida

Beth Nusman is the Director of Operations at The Jewish Federation of Sarasota-Manatee. We're delighted that she has joined our chapter as a new member. Welcome, Beth! The Jewish Federation of Sarasota Manatee strengthens Jewish life and identity in our community, provides for Jewish people in need, and promotes support for Israel. The organization seeks to build a safe and secure Jewish community and counter antisemitism through education.

We're thrilled to welcome Katie McCurry as a new member of the Charitable Gift Planners of Southwest Florida. Katie is the Vice President of Advancement at Harvest House. She brings a wealth of experience in entrepreneurship, advocacy, and community development. with a proven track record of founding and growing impactful organizations, including Project Pride SRQ, a nonprofit advancing the LGBTQ+ community in Sarasota. Katie has called Sarasota home for over 20 years, where she lives with her husband, Neil, and continues to invest in making a positive impact in her community.

We love to welcome new members! Join us in a warm hello to Debra Flynt-Garrett, Development Director for Westcoast Black Theatre Troupe! WBTT's mission is to produce professional theatre that promotes and celebrates African American history and experience, engages a broad base of patrons and audiences, supports the development of a dynamic group of aspiring artists and builds confidence in youth of color. Debra, we're so glad you are part of this association.

Join us in welcoming four new board members! Clockwise from left: Susan Hines, Managing Principal of Sabal Trust’s Sarasota Wealth Team; Joe Carter, Vice President of Philanthropy, Gulf Coast Community Foundation; David K. Cahoone, Esq., LL.M., Esquire, Senior Partner, Dorcey Law; Karen Zelden, CFRE, Chief Development Officer, Glasser/Schoenbaum Human Services Center. We're excited about an awesome year!

Welcome to our 2025 Charitable Gift Planners of Southwest Florida President Kimberly Bleach, CIMA®, CFP®, CTFA! She looks forward to working with a stellar board and our members to make this year one to remember.

It's a new year, and a new chance to spend time with your colleagues who are committed to excellence in gift planning! Looking forward to learning with you in 2025. Cheers!

Special thanks to everyone who brought items to our holiday party or purchased wish list items online to support Humane Society of Sarasota County! We appreciate being able to host programs at their facility & they are always so accommodating. You can still participate! https://lnkd.in/e3KD5hj7

A few shots of our members who joined us for a special holiday gathering this evening at Northern Trust. Last night we thanked our members and the 2024 board of directors, while welcoming the 2025 board of directors and officers. Cheers to everyone dedicated to the philanthropic legacies that support our community! We are grateful for what you make possible!

Are we still having our program on October 22? Yes. It will be very good to see each other after the past few weeks. Join us for a STELLAR panel discussion with local donors who will talk about their legacy planning process. How do they make decisions? Who do they partner with to guide them? We'll see you at Humane Society of Sarasota County—always a generous host! Many thanks to our friends at Safe Children Coalition for sponsoring this event. Register here: https://lnkd.in/e3sbdxG7

Members, you have been on our minds. We hope all are getting through the days after Hurricane Helene with lots of support, including those who suffered personal losses and those who can be focused on helping others.