13. End-of-Year Giving Strategies with a Professional Advisor

First You Talk

#Non-Profit #Business #Central Florida Foundation #Podcasting Education #Text Messages

24:35

It’s the very first episode of The Big Pitch with Jimmy Carr and our first guest is Phil Wang! And Phil’s subgenre is…This Place is Evil. We’re talking psychological torture, we’re talking gory death scenes, we’re talking Lorraine Kelly?! The Big Pitch with Jimmy Carr is a brand new comedy podcast where each week a different celebrity guest pitches an idea for a film based on one of the SUPER niche sub-genres on Netflix. From ‘Steamy Crime Movies from the 1970s’ to ‘Australian Dysfunctional Family Comedies Starring A Strong Female Lead’, our celebrity guests will pitch their wacky plot, their dream cast, the marketing stunts, and everything in between. By the end of every episode, Jimmy Carr, Comedian by night / “Netflix Executive” by day, will decide whether the pitch is greenlit or condemned to development hell! Listen on all podcast platforms and watch on the Netflix Is A Joke YouTube Channel . The Big Pitch is a co-production by Netflix and BBC Studios Audio. Jimmy Carr is an award-winning stand-up comedian and writer, touring his brand-new show JIMMY CARR: LAUGHS FUNNY throughout the USA from May to November this year, as well as across the UK and Europe, before hitting Australia and New Zealand in early 2026. All info and tickets for the tour are available at JIMMYCARR.COM Production Coordinator: Becky Carewe-Jeffries Production Manager: Mabel Finnegan-Wright Editor: Stuart Reid Producer: Pete Strauss Executive Producer: Richard Morris Executive Producers for Netflix: Kathryn Huyghue, Erica Brady, and David Markowitz Set Design: Helen Coyston Studios: Tower Bridge Studios Make Up: Samantha Coughlan Cameras: Daniel Spencer Sound: Charlie Emery Branding: Tim Lane Photography: James Hole…

about a year ago 53:27

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Join us on this episode focusing on end-of-year giving strategies! Nicole Donelson and special guest David Torre, Director of Wealth Planning at Seacoast Wealth Management, dive into the world of end-of-year giving as David shares his extensive experience in wealth planning, estate management, and charitable giving. Discover the nuances of charitable gift planning, the importance of aligning assets with giving vehicles, and inspiration for creative solutions for your clients.
Whether you're a professional advisor or a client, this episode offers valuable insights to elevate your giving strategy.
Please note: The opinions and views expressed in this episode are those of the guests and do not necessarily reflect or represent those of any associated company. The content on this episode should not be considered legal or tax advice.

Visit the First You Talk website.
Visit the First You Talk Podcast on Instagram.
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.

22 episodes

13. End-of-Year Giving Strategies with a Professional Advisor

First You Talk

published about a year ago

MP3•Episode home

Send us a text

22 episodes

#Non-Profit #Business #Central Florida Foundation #Podcasting Education #Text Messages

All episodes

First You Talk

1
17. Navigating Generosity: Donor-Advised Funds 34:02

19 days ago34:02

34:02

Send us a text On this episode of Navigating Generosity, dive into a popular charitable giving tool: the donor-advised fund (DAF). With this broad overview, you'll learn the differences between a DAF and a private foundation, understand what a DAF can and cannot do, and why a DAF might make sense for a client. You'll walk away from this episode feeling more confident in your knowledge of this powerful philanthropic tool. Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

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16. Conserving Wild Florida 57:57

8 weeks ago57:57

57:57

Send us a text Conservation is a word we all grew up knowing, but what does it really mean and how does it relate to other big topics we've discussed on the podcast? Lean into a conversation that covers an array of conservation issues and projects, from Eastern Indigo snakes and land acquisition to Florida's aquifer and efforts to create a Florida Wildlife Corridor, this episode will bring clarity to an overwhelming word, equipping you to talk knowledgably on the topics and engage in additional learning if something piques your interest. Guests: Mark Brewer, Central Florida Foundation Dr. James Bogan, Central Florida Zoo and Botanical Gardens and the Orianne Center for Indigo Conservation Jay Exum, Wildlife Biologist, Consultant, Nonprofit Board Member and Philanthropist Traci Deen, Conservation Florida Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

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Navigating Generosity: The Bread and Butter of Planned Giving 27:54

15 weeks ago27:54

27:54

Send us a text 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 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 the First You Talk Podcast on Instagram . 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 .…

First You Talk

1
The S of PSAFg and 100 Women Strong Grant Announcement 23:26

22 weeks ago23:26

23:26

Send us a text It's the new craze: PSAFg, right?! We're (sort of) kidding on it being the hot new acronym, but there's no denying the importance of what these letters mean. Piloting, scaling, accelerating and filling gaps is a crucial part of our grantmaking strategy at Central Florida Foundation. In this episode, Sandi Vidal and Laurie Crocker discuss scaling, CFF's new publication called Thrive Magazine, and 100 Women Strong's 2025 grant focused on upstream teen suicide prevention. Links mentioned: Thrive Magazine 100 Women Strong You Are a Lifeguard Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

1
13. End-of-Year Giving Strategies with a Professional Advisor 53:27

27 weeks ago53:27

53:27

Send us a text Join us on this episode focusing on end-of-year giving strategies! Nicole Donelson and special guest David Torre, Director of Wealth Planning at Seacoast Wealth Management, dive into the world of end-of-year giving as David shares his extensive experience in wealth planning, estate management, and charitable giving. Discover the nuances of charitable gift planning, the importance of aligning assets with giving vehicles, and inspiration for creative solutions for your clients. Whether you're a professional advisor or a client, this episode offers valuable insights to elevate your giving strategy. Please note: The opinions and views expressed in this episode are those of the guests and do not necessarily reflect or represent those of any associated company. The content on this episode should not be considered legal or tax advice. Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

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12. Increasing your impact on Giving Tuesday 34:18

29 weeks ago34:18

34:18

Send us a text Join Central Florida Foundation's Laurie and Sandi as they talk about a variety of ways to increase your impact of Giving Tuesday! In this episode, you'll learn about: Sandi's role with the Foundation The Thrive Framework 3 Ways to increase your impact on Giving Tuesday and get a refresher on the Giving Map. (Watch a quick video on it HERE !) Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

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11. After Aging Out: Ryan Hatcher 27:09

31 weeks ago27:09

27:09

Send us a text Aligning with Episode 10. Understanding the Foster Care System , this episode explores the perspective of the child who goes through "the system." Ryan Hatcher, a graduate student at the University of Central Florida, sits down with Laurie to share his foster care story, which began as an infant and is still evolving today. We were able to connect with Ryan through his involvement as a client and now advocate of the Foundation for Foster Children, a local nonprofit that was represented in Episode 10. Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

1
10. Understanding the Foster Care System: Lead Agencies, Aging Out and a History Lesson 42:38

32 weeks ago42:38

42:38

Send us a text The Foster Care System is complex and nuanced, loaded with stories of terrible struggle and unsung heroes. This episode aims to unpack the system as a whole, starting from the national stage and slowly zooming into Central Florida. Learn about our state’s lead agency system, take a deep dive into what it means to “age out” of the system, and specific areas along the foster care experience to focus on moving forward. Guests: Peter Amico, Former Board Chairman of Embrace Families Phil Scarpelli, President and CEO of Family Partnerships of Central Florida Raquel Bell, Executive Director, Foundation for Foster Children Michelle Chira, Co-Founder and Board Member, Foundation for Foster Children From Central Florida Foundation: Sandi Vidal, VP of Community Strategies and Initiatives Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

1
9. Bonus Episode: The New Law, Potential Consequences, and the NIMBY Mindset 9:45

33 weeks ago9:45

9:45

Send us a text Jump into a bonus episode that aligns with Episode 7: Why is solving homelessness so hard? Part Two. Hear more from Mark and Sandi's conversation on HB 1365 and the Not in My Backyard (NIMBY) mentality, then move over to an extended version of our conversation with Martha Are, CEO of Homeless Services Network of Central Florida and the Central Florida Commission on Homelessness. Reminder that if you're just joining us, we recommend starting with Episode 1: Why is solving homelessness so hard? Part One. Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

1
8. Happy birthday, First You Talk! 28:50

35 weeks ago28:50

28:50

Send us a text First You Talk turns one, and Laurie and Nicole from Central Florida Foundation take a walk down memory lane. How and why did the podcast come to fruition and where is it going? What were the other names and approaches considered? Sit down with Team CFF for a half hour of exploring the power of conversation - and all the laughs we had along the way. Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

1
7. How is solving homelessness so hard? Part 2 49:10

37 weeks ago49:10

49:10

Send us a text Why are we talking about homelessness again? It's simple. The conversation isn't over. With our homeless population seemingly on the rise and a new law in Florida, there's lots to unpack and untangle. If you haven't listened to Episode 1 yet (Part 1 of this conversation) we strongly recommend you do! Episode 1 provides a great overview of this topic and sets you up to get more out of this episode. Episode 7 Guests: Martha Are, President and CEO | Homeless Service Network and Central Florida Commission on Homelessness Kathy, a client of Samaritan Resource Center who was interviewed in Episode 1 Gwenell Hall, recently retired Case Manager | Christian Service Center State Attorney Andrew Bain | 9th Judicial Circuit From Central Florida Foundation: Mark Brewer, President and CEO Sandi Vidal, VP of Community Strategies and Initiatives Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

1
30th Anniversary Episode: 30 Questions with our President and CEO, Mark Brewer 40:10

45 weeks ago40:10

40:10

Send us a text Get to know Central Florida Foundation's President/CEO, Mark Brewer, better and hear him weigh in on topics such as career highs and lows, book recommendations, pop culture references (yes, we go there!), and more. Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

1
Bonus Episode: Fear of Failure and Gen Z Giving 9:24

47 weeks ago9:24

9:24

Send us a text In this bonus episode that aligns with Episode 6: Are you a philanthropist? Nicole Donelson and Mark Brewer continue their conversation. You'll also hear from a mini community member, Laurie's son, Liam. Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

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#6: Are you a philanthropist? 46:23

1 year ago46:23

46:23

Send us a text What makes someone a philanthropist? We dive into this topic, breaking down obstacles, misconceptions, trends and more. Learn about the giving continuum, the giving circle model, and how perceptions have evolved over time. Hear from: Mark Brewer | President/CEO, Central Florida Foundation Nicole Donelson | VP of Philanthropic Strategies and Partnerships, Central Florida Foundation Renuka Sastra | Past 100 Women Strong Chair Chris Manley | CFF Fundholder and All-Around Caring Person Visit the First You Talk website . Visit the First You Talk Podcast on Instagram . 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 .…

First You Talk

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#5: What do we want out of our educational system? 45:16

1 year ago45:16