SUNCOAST ESTATE PLANNING COUNCIL

Charitable Giving Ideas + Benefits

Presented By: Laurie Valentine

 Laurie will review a variety of charitable giving ideas that will help your clients accomplish their charitable giving goals, save taxes, and, in some cases, solve other issues your clients may be facing. She’ll also discuss why professional advisors and their clients choose to work with a community foundation to accomplish their philanthropic goals.

More about our Speaker:

Laurie Valentine, JD, currently serves as Counsel, Philanthropic Giving for Community Foundation Tampa Bay (CFTB). She works with donors and their professional advisors on options for accomplishing the donor’s charitable giving goals for both lifetime giving and giving at death. She also provides legal guidance to CFTB leadership and staff regarding the acceptance of complex asset gifts and ensures all gift documentation reflects not only donor intentions but can also be effectively managed and implemented by CFTB. Prior to joining CFTB in July 2022, Laurie was in private law practice in St. Petersburg, Florida (1982-1994) and (2017 – 2022) practicing in the areas of estate planning, charitable gift planning, and probate and trust administration.  In between her years in private practice, she served 23 years as Trust Counsel and Chief Operating Officer for the Kentucky Baptist Foundation in Louisville, Kentucky (1994-2017) working with prospective donors and their advisors; assisting charitable organizations with the development or enhancement of their planned giving programs; monitoring the administration of the endowment, donor advised, gift annuity, and trust funds of KBF; and serving as the primary human resources officer. Laurie received her BA in Speech Pathology from the University of Florida and her JD from the Levin College of Law at University of Florida. She grew up in the Tampa Bay area and currently resides in St. Petersburg.

Sponsored By:

Thank you to our annual sponsor: