Coffee & Conservation Boca Grande Legacy Series
A New Kind of Giving Opportunity for Boca Grande
This quarterly series is designed exclusively for Boca Grande residents who want to create meaningful impact through strategic philanthropy.
Each event brings together legacy-minded individuals, financial experts, and local conservation leaders to help you make informed, tax-efficient giving decisions. All while preserving the natural beauty of Gasparilla Island.
Whether you’re already giving or planning your estate, this is your chance to align your wealth with causes that matter here, where you live.
Insightful Giving. Local Impact. Real Connections.
💼 Tax-Advantaged Giving Strategies – Learn from Kati Hayes, a financial educator with Wealth Bridge Management, as she reveals options not often covered by traditional wealth managers.
🌴 Environmental Organizations in Need – Each event features a vetted local conservation nonprofit focused on Gasparilla Island.
☕ Curated Conversations – Connect over gourmet coffee and pastries with others committed to creating long-term impact in the Boca Grande community.
🗓️ Quarterly Format – A focused session, once per quarter. Leave inspired and informed.
Your Legacy is More Than a Donation
Gasparilla Island is a rare place, rich in beauty, wildlife, and community. But preserving it for future generations requires more than passion. It requires thoughtful, strategic investment.
Through this series, you’ll discover ways to give back that are:
Aligned with your financial goals
Directly tied to local outcomes
Built to last for generations
🌿 Coming This Season: 2025–2026 Boca Grande Legacy Series
Each quarter, we’ll introduce one high-impact, locally vetted conservation group working to support biodiversity on Gasparilla Island.
Protecting Our Last Wild Neighbors
Featuring: Lemon Bay Conservancy
Discover how this nonprofit is preserving the last surviving burrowing owl habitat in the region, on the edge of extinction due to local development.
Legacy Topic: Tax-Advantaged Giving Strategies for Land and Species Protection
Healing Wings: Wildlife Rescue in Boca Grande
Featuring: Peace River Wildlife Center
Learn how this organization rescues and rehabilitates hundreds of native animals. Everything from owls to bobcats—that are injured on Gasparilla Island and surrounding areas.
Legacy Topic: Donor-Advised Funds, Charitable Trusts, and Charitable Remainder Strategies
Tarpon Truth: Protecting the Icon of Boca Grande
Featuring: Bonefish & Tarpon Trust
Explore cutting-edge research focused on juvenile tarpon habitats and species preservation. Tarpon aren’t just a sport fish, they’re part of the island’s identity.
Legacy Topic: Multi-Generational Giving and Legacy Building Through Conservation
Coming Soon: Coastal Conservation + Fisheries
We’re finalizing our summer partner and plan to highlight a Boca Grande-based coastal fishing and habitat conservation agency working to protect fisheries, access, and responsible recreation.
Legacy Topic: Aligning Your Values with Your Giving—Succession and Strategic Impact
Coffee & Conservation Newsletter
Meet the Team behind the series
Nicole Killian - Founder of SUP Englewood and Coffee & Conservation
Nicole has spent over a decade leading environmental education and coastal conservation efforts across Southwest Florida.
Kati Hays - Financial Educator at Wealth Bridge Capital Management
Kati helps individuals align their giving with smarter tax strategies, wealth protection, and purpose. She’ll share insider approaches often overlooked by traditional firms.
Don't Miss out
Coffee & Conservation: Boca Grande is an extension of the original series founded by Nicole at SUP Englewood and Sponsored by Kati Hays of Wealth Bridge Capital Management. Learn more here.
