The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
Dion Guest is the Senior Director of Gift Planning at the Florida State University Foundation. Dion’s experience in fundraising is extensive with an 11-year stint in the Gift and Estate Planning office at the University of Kentucky, and most recently, four years as Executive Director and House Counsel for the Baptist Healthcare Foundation. Dion earned a B.B.A in Management and a J.D., both from the University of Kentucky. Before his career in development, Dion served as a United States Marine and served in Operation Desert Shield and Operation Desert Storm.
Phone: (850) 644-8253
Ashley Lainhart was born and raised in Lynn Haven, FL and graduated from Florida State University in Tallahassee, FL in 2003. Her background consists of more than 13 years in regional retail banking developing, deepening and maintaining relationships with her clients. Her life insurance & fixed annuities license also brings the necessary knowledge to discuss charitable estate planning solutions. Ashley’s desire to foster long-term relationships, along with her conservative legacy-building approach, helps her to not only understand the ultimate goals of the donors with whom she works, but allows her to partner to strategically align gift and estate planning solutions based on the donor’s philanthropic, financial and estate planning objectives.
Phone: (850) 644-2142