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Join us for an engaging and insightful luncheon exploring how art can serve as a powerful and often overlooked charitable asset. Presented by Carolyn Bare, Founder of Trust Matters Financial, this session will demystify the complexities of gifting art and provide practical guidance for advisors and development professionals.Attendees will gain a clearer understanding of the differences between original and editioned works, common misconceptions around value and authenticity, and the critical importance of qualified appraisals and proper documentation. The discussion will also highlight best practices for ensuring compliance while maximizing impact for both donors and organizations.
Whether you are new to art-related gifts or looking to deepen your expertise, this session offers valuable tools to help transform personal collections into meaningful legacy gifts.
Featured Speaker:
Carolyn D. Bare, MBA
CEO and Wealth Advisor
Trust Matters Financial
Thursday, April 20, 2026
Agenda:
11:15 a.m. to 12:00 p.m. - Networking
12:00 - Plated Lunch begins**
12:15 p.m. -1:00 p.m. - Presentation
*Networking will begin at 11:15 a.m., with lunch service starting at 12:00 p.m. The presentation will begin promptly at 12:15 p.m.
**A vegetarian lunch option is available; please select your preference upon registering.
(Note: Upon entering the lobby, the Royal Palm Room is back to the left)
Member RSVP: No fee
Non-Member & Guest RSVP: $45
REGISTRATION IS REQUIRED
Featured Non-Profit Partner: St. Matthews House
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Event Venue
Broadway Palm Dinner Theatre, 1380 Colonial Blvd, Fort Myers, FL 33907, United States
Tickets
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