The First You Talk podcast explores complex social issues and philanthropic strategies, with a focus on building community by building philanthropy. By creating an approachable space to unpack large and oftentimes challenging topics, each episode informs listeners in an easy-to-understand way, fosters greater empathy in our community, and empowers thoughtful discussions that lead to sustainable solutions.
Join us on this episode focusing on end-of-year giving strategies! Nicole Donelson and special guest David Torre, Director of Wealth Planning at Seacoast Wealth Management, dive into the world of end-of-year giving as David shares his extensive experience in wealth planning, estate management, and charitable giving. Discover the nuances of charitable gift planning, the importance of aligning assets with giving vehicles, and inspiration for creative solutions for your clients.
Whether you’re a professional advisor or a client, this episode offers valuable insights to elevate your giving strategy.
Please note: The opinions and views expressed in this episode are those of the guests and do not necessarily reflect or represent those of any associated company. The content on this episode should not be considered legal or tax advice.
This Episode
Nicole Donelson
VP of Philanthropic Strategies and Partnerships, Central Florida Foundation
David Torre
Director of Wealth Planning and Senior Vice President, Seacoast Wealth Management
For any questions, concerns or suggestions for future podcast episodes, please fill out the form below.
Laurie Crocker
Director of Marketing and Communications
lcrocker@cffound.org
800 North Magnolia Avenue, Suite 1700
Orlando, FL 32803
p. 407.872.3050
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