Presented by Association of Fundraising Professionals Treasure Coast Chapter, Inc.

Three Seats at the Table (October 16, 2026)

About This Event

Three Seats at the Table:
Building Donor Legacies Together

Session Overview

Join estate planning attorney Todd Thurlow and Northern Trust Managing Director Kelly Buist for a practical conversation about legacy planning and planned giving. Together, they’ll explore how fundraisers can recognize opportunities, collaborate effectively with a donor’s professional advisors, and help donors connect their philanthropic goals with their overall financial and estate plans.

Topics will include:

  • Legacy Planning & Wealth Transfer
  • Estate Planning Tools
  • Planned Giving Opportunities
  • From Opening Probate to Distribution
  • Best Practices for Nonprofits

The session will begin with light breakfast and networking at 8:30am. The presentation will begin at 9am.


 

 

About This Event

Three Seats at the Table:
Building Donor Legacies Together

Session Overview

Join estate planning attorney Todd Thurlow and Northern Trust Managing Director Kelly Buist for a practical conversation about legacy planning and planned giving. Together, they’ll explore how fundraisers can recognize opportunities, collaborate effectively with a donor’s professional advisors, and help donors connect their philanthropic goals with their overall financial and estate plans.

Topics will include:

  • Legacy Planning & Wealth Transfer
  • Estate Planning Tools
  • Planned Giving Opportunities
  • From Opening Probate to Distribution
  • Best Practices for Nonprofits

The session will begin with light breakfast and networking at 8:30am. The presentation will begin at 9am.


 

 

Getting There

Treasure Coast Hospice
1201 SE Indian Street
Stuart, Florida 34997
United States