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 Just in time for Halloween

Join us for a presentation of 

Nightmare Scenarios 

with

The Planned Giving Council of Lee County

will host the first in-person meeting since February of 2020!


Join PGC members and guests on Thursday, October 28, for a luncheon presentation, at a new location, featuring scary issues with inheritance, wealth, and financial planning by
The Sanibel Captiva Trust Company


Thursday, October 28th

at the

Broadway Palm Dinner Theatre

Royal Palm Square

1380 Colonial Blvd

Fort Myers, FL


Agenda:

11:30 AM to 12:00 PM - Networking

12:00 to 1:00 PM - Plated Lunch & Presentation

Presented by The Sanibel Captiva Trust Company

It has all the twists and turns of an Alfred Hitchcock movie, but this is the philanthropy version.


Join us as the Sanibel Captiva Trust Company shares spooktacular horror stories of families and celebrities who were tricked and certainly not treated as they failed to plan for the disbursement and proper investment of their massive wealth. Nothing will make charities scream and cry more than missing out on big bucks to further their mission because of haunted assets.


They will show you the pitfalls and the safer paths to take when working with donors in planned giving. This program will have you hanging on the edge of your seats- join us if you dare.



Jeffrey A. Muddell

Senior Vice President, Wealth Services Advisor

Jeff Muddell joined the company after twelve years in nonprofit management and philanthropy, primarily in the health care sector. Most recently he served as System Director of Gift Planning for the Lee Health Foundation in Fort Myers, FL where he led strategic planning and management of the fundraising initiative. Earlier Jeff spent 18 years in the Orlando area where he led fundraising efforts at Orlando Health Foundation; served as Vice President at Pace Center for Girls, and Senior Fundraising Consultant at Winkler Group. During his time in the nonprofit sector, Jeff developed an acute understanding of the unique needs of wealthy multi-generational families. He holds a Master’s in Business Administration from the University of Florida’s Warrington School of Business and is in the process of earning his Certified Financial Planner (CFP) designation. He earned his bachelor’s degree in Communications from the University of Miami and began his professional career in broadcasting and journalism.

Carolyn Rogers, CFRE

Senior Vice President, Wealth Services Advisor

Carolyn Rogers is responsible for developing client relationships in both Lee and Collier Counties. She assists clients in identifying and prioritizing their wealth management needs. Her career in fundraising development and communications within the nonprofit arena aligns with the Trust Company’s wealth management and estate planning specialties. Prior to joining The Trust Company, she served as Vice President of Development and Communications for the Southwest Florida Community Foundation Collaboratory in Fort Myers, where she worked closely with trusted professional advisors and donors. Prior to serving at the Foundation, Carolyn led SimplifyPR public relations firm and was instrumental in the longstanding success of the Southwest Florida Wine & Food Fest. She also guided fundraising growth at Canterbury School and the Children’s Hospital of Southwest Florida at Lee Health. Carolyn holds a Bachelor of Arts degree in Mass Communication, specializing in Public Relations from University of South Florida, Tampa, FL, and certifications in public relations and philanthropy.



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Plated lunch
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