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.
Navigating Generosity is designed for professional advisors and anyone who wants to be better informed when discussing charitable giving with their advisors. Our hosts include Chartered Advisors in Philanthropy® and other professionals in this field, including wealth and financial advisors. In the inaugural episode, we delve into the “Bread and Butter of Planned Giving.” Our goal is to provide valuable insights and practical advice for those involved in or interested in approaching charitable giving in a strategic, impactful way (with a little bit of laughter along the way!).
This episode covers bequests, giving from your retirement account, why someone might want to consider talking to a charity that they’ve put in their will ahead of time, and putting butter on all sandwiches – even peanut butter and jelly.
Listen to get a great, easy listening overview of planned giving!
This Episode
Nicole Donelson
VP of Philanthropic Strategies and Partnerships, Central Florida Foundation
David Torre
Director of Wealth Planning and Senior Vice President, Seacoast Bank
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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