What is planned giving? The Environmental Learning Center and ELC Foundation present our on-demand planned-giving webinar! David Torre, J.D. discusses the "Weather and Climate" of #PlannedGiving in 2020 & Beyond.
About David Torre, JD
David serves as a wealth strategist and family wealth specialist with GenSpring | Truist Private Wealth. He offers clients many years of diverse experience in estate planning and philanthropy. He works with high net worth families to facilitate meetings on family communication, values, philanthropy and educating the next generation. David also delivers action-oriented advice to advance multi-generational family goals and objectives.
David practiced law in the areas of estate planning, probate, trust administration, and charitable gift planning in Central Florida. He also served as the Director of Gift Planning at Rollins College. In addition to being a member of the Florida Bar, David is a Certified Financial Planner (CFP®) and Accredited Estate Planner® and has completed training in civil mediation. He earned his bachelor’s degree in International Affairs from Rollins College and his Juris Doctor from the University of Florida. He also serves on the Board of the Central Florida Foundation.
"Whether a donor uses cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan, etc., the benefits of funding a planned gift can make this type of charitable giving very attractive to both donor and charity. Planned gifts are a critical component in philanthropy." To read more about the benefits of planned giving visit PlannedGiving.com.
If you are interested in Planned Giving, please email Give@DiscoverELC.org