Planned Giving Advisory Council

Planned Giving Advisory Council
This Council comprises a group of active and talented charitable gift and estate planning professionals dedicated to the mission and vision of The Catholic Foundation of Central Florida (CFOCF). The goal is to support our community in realizing their philanthropic impact through a network of estate and financial planning professionals. The CFOCF and the Advisory Council Members will provide educational and networking opportunities to support Central Florida professionals with incorporating distinct services that will help their clients realize the philanthropic impact they have already accomplished through their giving and connect them to resources to further their philanthropic journey.

Planned Giving Advisory Council Members:

  • Serve as ambassadors in the Central Florida community.
  • Promote charitable and planned giving opportunities providing their clients not only tax benefits but also resources to help them realize their philanthropic goals.
  • Connect clients to philanthropic resources as appropriate including CFOCF which offers charitable giving tools compliant with Catholic/Christian social teaching and supports the financial future and growth of parishes, schools, and/or agencies, diocesan Catholic community, and the Catholic faith for future generations as well as Central Florida and local charities.
  • Assist as resources to CFOCF’s gift planning staff, and liaisons to engage existing and new charitable gift planning professionals with CFOCF’s and Council’s network.
  • Serve as resources for CFOCF educational presentations at Legacy Planning Seminars.
  • Members of the Council shall be chosen from the following groups, taking into consideration the geographic make-up of the committee to include Orange, Seminole, Osceola, Lake, Polk, Marion, Sumter, Volusia, and Brevard Counties.

Our members include:

  • Estate Planning Attorneys
  • Tax Attorneys
  • Financial Planners
  • Trust Officers
  • Certified Public Accountants
  • Investment Managers
  • Insurance Professionals
  • Other Interested Allied Professionals
  • Funeral home professionals

The Planned Giving Advisory Council membership is by invitation only for active Catholics in the Diocese of Orlando. Members are approved by the Board of Directors Development Committee. Members of The Catholic Foundation of Central Florida Board of Directors or Planned Giving Advisory Council may nominate a professional for membership. To find out more about the council contact Janet Caramello, Director of Philanthropic Engagement and Planned Giving at jcaramello@cfocf.org

Founding Members

Garrett M. Burke, CPWA® CFP® CPFA
Council Chair
Parishioner at St. Mary Magdalen
Vice President | Portfolio Manager
The Burke/Cox Group
garrett.burke@ml.com

Christopher Garcia, CFP®, MBA
Parishioner at St. Stephen
Vice President, Private Client Associate
Bank of America
christopher.j.garcia@bofa.com

Kathleen Hagerty
Parishioner at St. Margaret Mary
Assistant Vice President, Gift Planning
University of Central Florida
kathleen.hagerty@ucf.edu

Ty McCormack, CFP®, AIF®
Parishioner at St. James Cathedral
Director of Investments/Qualified Plans
HUB International Florida
ty.mccormack@hubinternational.com

Ryan Plank, CFP®, CPFA
Parishioner at St. Margaret Mary
Wealth Advisor
Merrill Lynch
ryan.plank@ml.com

Robert Thomson, CPA, PFS, AIF, MBA
Council Vice-Chair
Parishioner at St. James Cathedral
Chief Investment Officer
Trivergent Trust Company
RThomson@TrivergentTrust.com

Steve Thagard MBA, CLU®, ChFC®, REBC®, CFP
Parishioner at St. Margaret Mary
Wealth Management Advisor
Northwest Mutual
steve.thagard@nm.com