Planned Giving 301: How and When to Utilize All These Impactful Techniques

Laurel Westmoreland

  • August 16, 2018
    9:00 am - 12:00 pm EST

August 16, 2018 | 9:00a -12:00p  
Only $69.00 (when logged in) thanks to the support of our partners and funders

Sessions 101 and 201 covered the How and Why’s of  Planned Giving.   301 will cover:

  • The technical aspect of all these Gifting Opportunities
  • The Financial Impact to the Donor and the Organization
  • Learn the Fact Patterns which will best utilize these new arrows in your quiver

We will also go through case studies where the participants have to determine how and what tool is best for that particular donor.

Be ready to think, question and learn.

Byron joined Gregory, Sharer & Stuart in 1999 and became a shareholder in 2001. He is the leader of our Wealth Strategies & Services Team and also oversees all tax services rendered for our not-for-profit clients. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for-profit organizations.

Byron has developed extensive knowledge in service to not-for-profit organizations, charitable giving, and business succession planning for closely-held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for individuals, S corporations, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries and client representation before the Internal Revenue Service.

Byron graduated from the University of South Florida with a Bachelor of Science in Accounting.

Byron is a licensed Certified Public Accountant in the state of Florida. Through the American Institute of Certified Public Accountants, he holds both the Personal Financial Specialist certification and the Accredited in Business Valuations certification.

Professional Affiliations
Byron is a member of both the American and Florida Institutes of Certified Public Accountants and previously served on the tax committee of the West Coast Chapter of the FICPA. He is actively involved with the Tampa Bay and Suncoast Estate Planning Councils, serving as president of both.

Community and Civic Organizations Served
Byron is currently involved with the Salvation Army as immediate past Chairperson of the Advisory Board. He is the Chair of the Pinellas Community Foundation and serves on the Planned Giving Committee of the Pinellas Education Foundation. Byron has served on many other community organization boards over the years.

If you need special accommodations to participate in any of our classes or events, please contact us at 813-287-8779.

Multiple Registrant Discount
Receive 10% off each registration after the first (cannot be combined with any other discounts).

NLC/Children’s Board of Hillsborough County No-Show Policy – effective July 1, 2018
The Children’s Board of Hillsborough County (CBHC) has asked NLC to reframe our no-show policy for their providers.

Effective July 1, CBHC-funded organizations using codes to claim CBHC-funded seats at NLC trainings or events will be responsible for payment of registration and processing fees in the event of a no-show. Please read the full no-show policy here.

Visit the Registration & Payment Policies page for answers to many questions regarding payment, attendance, substitutions, and cancellation and refunds.

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Venue Website:

1408 N Westshore Boulevard, Suite 140, Tampa, Florida, 33607, United States


Towers at Westshore is at the corner of W Laurel Street and N Westshore Boulevard.