Thursday, September 26, 2024
Can your donors give more?
Fuel increased and more consistent generosity
through collaboration with your client’s advisors.
Join us for an enlightening session on how your donors' financial advisors can become
invaluable allies in identifying increased capacity and boosting confidence for increased
giving. Discover how a strategic collaboration can reassure donors they can contribute generously while maintaining their desired lifestyle.
This presentation will focus on donors in their 70s and explore how IRA Required
Minimum Distributions (RMDs) can be seamlessly integrated into their giving plans.
We’ll delve into the benefits of Qualified Charitable Distributions (QCDs) and how
financial advisors can incorporate these into annual review processes, allowing giving to be a natural part of the conversation.
Renee Porter-Medley, Regional Director for Financial Planning at Key Private Bank, will
share her insights as a philanthropy-focused advisor. She will present a real-life case
study that highlights the powerful role of QCDs in fostering donor generosity. Don’t miss
this opportunity to learn how to leverage and collaborate with your donors' financial
advisors to maximize giving potential!
Renee Porter-Medley, Regional Director for Financial Planning
As a Regional Director for Financial Planning with Key Private Bank, Renee proactively advises clients on the development of a personalized, comprehensive financial plan that creates a financial roadmap so they can make more informed, confident decisions.
Renee is a highly experienced professional who works closely with the client’s Key Private Bank relationship team to understand a client’s personal situation and goals to develop an integrated, customized set of strategies to help them reach their objectives.
She is also well-versed in sophisticated planning strategies to help clients address complex issues. Renee is a member of Key Private Bank’s Wealth Institute which provides commentary and advice on current topics and issues that impact clients’ wealth management planning.
Renee is a Certified Financial Planner ™ professional who completed her course work through the College for Financial Planning and attended the Financial Planning Association Residency Program at DePaul University. Renee educated other professionals as an Instructor for the Certified Financial Planner Certification™ program offered by Florida Gulf Course University. She earned a Bachelor of Arts in International Studies with a major in Finance from the University of Michigan, and a Master of Professional Studies in Organization Development from Penn State University.
Renee serves on the Board of the Planned Giving Council of Lee County, is a member of the Purposeful Planning Institute, is a past President and Director of Pro Bono and Community Service for the Financial Planning Association of Southwest Florida, and a graduate of Collier Leadership Class of 2019. She is a Certified Kingdom Advisor™ and a volunteer with GPS Life Journey a non-profit focused on helping individuals discover and engage in their life purpose. Renee is personally and professionally committed to facilitating charitable giving and has participated in Journey of Generosity retreats, both individually and with her spouse and siblings.
Thursday, September 26, 2024
11:15 a.m. - 1:00 p.m.*
Broadway Palm Dinner Theatre
in the Royal Palm Room
Royal Palm Square
1380 Colonial Blvd
Fort Myers, FL
Agenda:
11:15 a.m. to 12:00 p.m. - Networking
12:00 - Plated Lunch begins**
12:15 p.m. -1:00 p.m. - Presentation
*Networking will begin at 11:15 a.m., with lunch service starting at 12:00 p.m. The presentation will begin promptly at 12:15 p.m.
**A vegetarian lunch option is available; please select your preference upon registering.
(Note: Upon entering the lobby, the Royal Palm Room is back to the left)
Member RSVP: No fee
Non-Member & Guest RSVP: $40
Meeting Sponsor:
