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EPISODE · Feb 25, 2025 · 27 MIN

Navigating Generosity: The Bread and Butter of Planned Giving

from First You Talk · host David Torre and Nicole Donelson

Send us Fan MailWelcome to a new First You Talk Series: Navigating Generosity!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!).Visit the First You Talk website.Visit Central Florida Foundation's Instagram.As our region’s community foundation, Central Florida Foundation serves as a launchpad for high-impact philanthropy. Championing the collective power of head, heart and dollar, we coordinate the commitment and investment of philanthropists, nonprofits, and community partners to target today’s most critical challenges and those on the horizon to truly transform our community. The Foundation also offers expert giving advice, a personalized approach to managing charitable funds, and the capacity to convene collaboration across sectors. Learn more at cffound.org.

Episode metadata supplied by the publisher feed · Published Feb 25, 2025

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Send us Fan Mail Welcome to a new First You Talk Series: Navigating Generosity! 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 an...

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Navigating Generosity: The Bread and Butter of Planned Giving

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