The Dynamic Duo: Estate Planning and Planned Giving - What We Should Know About The Pair
Presented by Aquanetta Betts, J.D., CAP, AEP, CFRE
Joint Councils Program presented in partnership with the Charitable Gift Planners of Southwest Florida, Southwest Florida Chapter of AFP, and the Southwest Florida Estate Planning Council
Thursday, August 7, 2025
8:30 am – 10:00 am
Sarasota Yacht Club, 1100 John Ringling Blvd, Sarasota, FL 34236
Discover why estate planning and planned giving are inseparable allies when it comes to securing legacy gifts and cultivating a robust planned giving pipeline. In today's philanthropic landscape, with the great wealth transfer, sunsetting tax provisions, and trends in individual giving, estate planning and planned giving are more intertwined than ever. This presentation highlights their symbiotic relationship and equips professional advisors and fundraisers with the knowledge and tools necessary to harness their combined power for success.
Explore how collaboration can unlock powerful legacy opportunities and deepen clients relationships!
Why Attend?
- Gain valuable insights into what truly motivates donors/clients
- Learn practical ways to integrate estate planning into client and donor conversations
- Discover how cross-professional collaboration leads to stronger, more meaningful legacy gifts and client relationships
- Walk away with effective techniques for engaging diverse donors
Free for CGPSWFL, SWFEPC, and AFP members
$15 for all other attendees
Click here to register now.
(For this joint program, all attendees will register through the Charitable Gift Planners of Southwest Florida website.)
About Our Speaker
Aquanetta Betts joined George Mason University in September 2022, where she is the Director of Planned Giving. Prior to joining George Mason University, she served for nearly five years as the Senior Executive Director of Planned Giving for World Vision (eastern region of the U.S.).
Before her planned giving roles within organizations, Aquanetta worked for 11 years as an estate planning attorney, helping clients by drafting planned giving and estate agreements that reflected their charitable intent. Her practice was focused on wills, trusts, and estates. She is a licensed attorney in the District of Columbia and Maryland.
Aquanetta has served as a pro bono attorney for several nonprofit organizations in the Baltimore, Maryland, area. She has held leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section, Baltimore Estate Planning Council, is a past president of the Chesapeake Planned Giving Council, and is currently on the board of the National Association of Charitable Gift Planners.
Aquanetta holds designations as a Chartered Advisor in Philanthropy®, an Accredited Estate Planner®, and a Certified Fund Raising Executive. She earned her Juris Doctorate from Nova Southeastern University’s Shepard Broad College of Law, and her Bachelor of Arts in English from Florida International University. Aquanetta’s interests include book clubs, traveling, and mentoring young professionals.
Special Thanks to Our Program Sponsors:
Safe Children Coalition & Community Foundation of Sarasota County
A Joint Councils Program Presented in Partnership with:
