We are pleased to congratulate Aaron Bert, CFP®️, AIF®️ on his invitation and approval to join the Catholic Foundation of Central Florida’s Planned Giving Advisory Council.
The Council comprises a group of active and talented charitable gift and estate planning professionals dedicated to the mission and vision of The Catholic Foundation of Central Florida (CFOCF). The goal is to support the community in realizing their philanthropic impact through a network of estate and financial planning professionals. The CFOCF and the Advisory Council Members provide educational and networking opportunities to support Central Florida professionals with incorporating distinct services that will help their clients realize the philanthropic impact they have already accomplished through their giving and connect them to resources to further their philanthropic journey.
Planned Giving Advisory Council Members:
- Serve as ambassadors in the Central Florida community.
- Promote charitable and planned giving opportunities providing their clients not only tax benefits but also resources to help them realize their philanthropic goals.
- Connect clients to philanthropic resources as appropriate including CFOCF which offers charitable giving tools compliant with Catholic/Christian social teaching and supports the financial future and growth of parishes, schools, and/or agencies, diocesan Catholic community, and the Catholic faith for future generations as well as Central Florida and local organizaciones benéficas.
- Asistir como recursos para el personal de planificación de regalos de CFOCF, y los enlaces para involucrar a los profesionales de planificación de regalos de caridad existentes y nuevos con la red de CFOCF y el Consejo.
- Servir como recursos para las presentaciones educativas de CFOCF en los seminarios de planificación heredada.
- Miembros del Consejo se elegirán a partir de los siguientes grupos, tomando el COMITUADO GEOGRATIVA, el Comité de la Geanja. Los condados de Seminole, Osceola, Lake, Polk, Marion, Sumter, Volusia y Brevard.
La membresía del Consejo Asesor de donaciones planificadas es por invitación solo para católicos activos en la diócesis de Orlando. Los miembros son aprobados por el Comité de Desarrollo de la Junta Directiva.
Felicitaciones, Aaron! Estamos orgullosos del servicio, podrá proporcionar la comunidad de Florida Central.
Texto visto originalmente: https://www.cfocf.org/AdVisoryCouncil/||204
