Philanthropic Giving:
Aligning Your Money & Values
Thursday, October 24 • 5:30 - 7:30 pm
5eleven Palafox • Pensacola, FL
Hosted by Saltmarsh Financial Advisors
The Pensacola community is fueled by a spirit of generosity, and many feel called to share their wealth with deserving nonprofits that support our communities. Developing a tax-savvy gifting strategy with the help of seasoned professionals can ensure thoughtful integration of your philanthropic giving goals with your long term personal financial needs.
Following refreshments and hors d'oeuvres, our featured panel will provide valuable insights about charitable gifting with perspectives from a financial planner, tax advisor, estate planning attorney, and nonprofit consultant.
In the spirit of the giving season, Saltmarsh Financial Advisors will be making a charitable donation on behalf of all our guests to a local nonprofit organization with a representative in attendance at the event.
RSVP
Panelists
Andrea Krieger | Pensacola State College
Executive Director of Institutional Development | Pensacola State College
Andrea has a strong commitment to making a difference in the lives of others and was taught early the value of service by her father, a naval officer and aviator, for 24 years. A Florida State University and Tallahassee Community College graduate, she is a past president of the Rotary Club of Pensacola and has served in several roles within Rotary District 6940. She has been honored as an Ethics in Business Award recipient, a Volunteer Florida Champion of Service, the Pensacola Chamber of Commerce’s LeaP Red Room Award recipient, and as a PACE Professional Leader of the Year.
Andrea served multiple years as the District 6940 Rotary Youth Leadership Awards chair, as the Second Vice Chair for the Florida Council for Resource Development and has been active on the boards of Central Credit Union of Florida (now Loyalty Credit Union), Achieve Escambia, and The Escambia Project. A 2018 PSC President’s Leadership Institute graduate and a graduate of the classes of 2003 LeaP, 2006 Leadership Okaloosa, and 2013 LeadersEdge, she has been honored by several awards received for her commitment to the community.
Before joining the Pensacola State College team, Andrea served as the CEO of United Way of Escambia County, where she tripled resources and added stable AmeriCorps, RSVP (Senior Corps), and VITA programs. She has led successful capital campaigns for multiple organizations and, in her tenure as a Nonprofit Executive, has raised more than $65 million for the organizations she led. Andrea has led several capital and comprehensive campaigns, and as the Executive Director of Ronald McDonald House Charities of Northwest Florida, led the local House's expansion from a 7-bedroom facility to a 26-bedroom facility.
Working collaboratively with others, Andrea believes true success comes through partnership and connecting community leaders to projects they are passionate about. Without strong board volunteers, mentorship, and community leaders, she is convinced her success would have been hard to replicate.
Kimberly Sullivan | Coastal Probate, Trust & Elder Law
Estate Planning Attorney | Coastal Probate, Trust & Elder Law
Kimberly Speer Sullivan is deeply passionate about helping families navigate the aging process and plan for the inevitable. Her dedication stems from a personal experience, having witnessed her own family be torn apart following the death of a loved one. This experience fueled her commitment to ensuring that other families are informed and prepared.
Ms. Sullivan is dedicated to educating her clients about the facts and guiding them through a thorough review of their family’s unique dynamics. In her office, she facilitates the necessary conversations, helping clients emerge with a plan that aligns with the realities of their lives and the personalities of their loved ones. Ms. Sullivan strives to create plans that provide peace of mind and protect family harmony.
Ms. Sullivan graduated from American University Washington College of Law, with honors, in 2012 where she was a member of the American University International Law Review. She subsequently earned an LLM in taxation with a concentration in Estate Planning from Boston University. During law school, Ms. Sullivan clerked for the U.S. House Committee on Ways and Means and, prior to attending law school, worked for a Member of Congress on health care legislation. Ms. Sullivan is a member of the National Academy of Elder Law Attorneys, the Academy of Florida Elder Law Attorneys, the Florida Bar Elder Law Section, and the Florida Bar Real Property, Probate, and Trust Law Section.
Ms. Sullivan is the fifth generation of her family to live in Pensacola. She enjoys spending time reading, walking Fort Pickens, and doing anything outside in the Florida sunshine. She lives with her husband, three children, and their very patient and loyal chocolate lab, Sophia.
Beth Skarda, CPA | Saltmarsh
Shareholder | Saltmarsh, Cleaveland & Gund
Beth is a shareholder in the Tax & Accounting Services practice at Saltmarsh, Cleaveland & Gund. She joined the firm in 2006 and has over 25 years of accounting experience. Beth specializes in providing tax compliance, planning and consulting services for the firm’s individual, partnership and corporate clients. She also assists clients with all of their back-office accounting needs through client accounting & advisory services. Her industries of focus include healthcare, real estate, legal services and manufacturing.
Beth's community affiliations include Manna Food Bank, Pensacola Little Theatre - Board of Trustees, First Tee of Northwest Florida, Junior League of Pensacola, and Fiesta Forces.
Christina Doss, AAMS® | Saltmarsh Financial Advisors
Shareholder/Managing Director | Saltmarsh Financial Advisors
Christina is a shareholder in the Investment Advisory Services practice of Saltmarsh, Cleaveland & Gund. She is also the managing director of Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. Christina is responsible for business development, client wealth management and financial planning and has 30 years of experience working in the financial services and wealth management industry. Prior to joining Saltmarsh in August 2013, she served as Pensacola city president and managing director of Private Wealth Management for the North Florida Division of SunTrust Bank where she was responsible for managing a team of advisors who supported high net worth clients and business owners with comprehensive wealth planning, asset management and banking needs. Her previous experience also includes 13 years with Charles Schwab Corporation serving in several capacities, including senior director for Schwab’s West Coast Private Client Division responsible for managing over 100 portfolio managers and $8 billion in client assets and senior sales director for Schwab’s national Financial Planning Division.
Christina's community affiliations include the Junior League of Pensacola (2023 Women in Business Award Recipient), Pensacola Women's Alliance, West Florida Hospital Women's Advisory Board, Early Learning Coalition, Pensacola Symphony, Covenant Hospice, and Florida's Great Northwest.
Sarah Horne, CFP® | Saltmarsh Financial Advisors
Associate Financial Advisor | Saltmarsh Financial Advisors
Sarah is an associate financial advisor and CERTIFIED FINANCIAL PLANNER™ professional for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. Sarah serves clients through portfolio management and financial planning and leads the firm’s women-focused educational series, Building Confidence. In 2023, Sarah was recognized with Saltmarsh’s Foundation Award for her commitment to leadership and integrity. Prior to joining Saltmarsh, Sarah held a career in higher education and later transitioned to the financial services industry, focusing on risk management and retirement planning.
Sarah's community affiliations include Pensacola Symphony, Impact 100, and Pensacola Womens Alliance.
Event Details
When + Where
Thursday, October 24
5:30 - 7:30 pm
@ 511 South Palafox
Pensacola FL, 32502
What to Expect
Connecting with community partners and nonprofits. Refreshments and hors d'oeuvres provided.
Panel will begin at 6:15 pm.
Questions?
Contact seminars@saltmarshcpa.com or call (850) 435-8300 if you have questions regarding this event.