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Planned Giving Council

Membership Luncheon Event

Thursday, February 29, 2024

Win/Win/Winning the Fundraising Game:

Conquering Planned Giving (PART 1)  

Join Trevor Whitley, CFA, CFP, AIF, Partner with Marquis Wealth Management Group, for part one of our two-meeting series on planned giving.  Secrets will be unlocked for success in philanthropic endeavors, starting with the essential groundwork of planned giving basics.

 

During this presentation, you’ll gain valuable insights on promoting philanthropic giving effectively, such as the fundamentals of tax          efficiency for donors and ensuring that their contributions maximize intended impact. 

 

While it’s convenient to receive donations through traditional methods like credit cards or checks, Trevor will demonstrate how a little extra time to coordinate a gift from a donor’s portfolio can promote larger gifts. This in turn will save donors during tax time and deepen their relationship with your organization. It’s a win-win-win situation for all involved- the client/donor, the charitable organization and you, the professional. You won’t want to miss part 1 of this important topic!

Thursday, February 29, 2024

11:30 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:

11:30 a.m. to 12:00 p.m. - Networking

12:00 to 1:00 p.m. - Plated Lunch*, Presentation

 

*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: $30

Trevor headshot 08.18.15.jpg

About the Speaker: 

Trevor holds a B.B.A. with dual majors in Finance and Family Business from Stetson University’s School of Business Administration in DeLand, Florida.
He graduated summa cum laude and as one of five in the first class of
Family Business majors in the country in May of 2006.
Trevor grew up in Fort Myers and returned home after graduation. After
interning with Marquis Wealth Management Group for two summers, he
joined the company as a Financial Advisor in June, 2006. Trevor is both 
a CFA charterholder and a CFP® certificant, and is a member of the 
CFA Society of Naples.
Trevor is active in the community and currently serves as Chairman of 
the Endowment Board of the Episcopal Diocese of Southwest Florida. 
He is Secretary of the Board of Directors of Classic Basketball, Inc, which organizes and funds the nationally renowned annual City of Palms Classic high school basketball tournament.

Trevor also is a past President of the Planned Giving Council of Lee County.

He and his wife welcomed their first child, Gabriel, in August 2021.

Registration

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**If you are registering as a non-member or for a guest, submit your registration and then click the payment button.

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Lunch Selection
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