After a two-year delay due to the pandemic, Todd Heckman, president of Estate Planning Advisors, was honored at the 15th annual Pinnacle Awards Breakfast at the Quail Valley River Club in front of a packed room of gift advisors, attorneys, bankers, CPAs and non-profit fund development representatives.
The Pinnacle Award, presented by the Indian River Estate Planning Council and the Indian River Planned Giving Council, recognizes excellence in charitable planning and recognizes professional advisors for outstanding volunteer service to local organizations without profit motive in promoting charitable giving through estate and gift planning.
After welcoming everyone and thanking the event’s sponsors, David Osgood, event chairman, said he had read that of the $84 trillion in generational wealth that will change hands over the next 22 years, 12 trillions of dollars will be given to philanthropy, commenting that many of The room will be one that helps individuals and families with these legacy gifts.
“Todd joins an elite group of advisors who have received this award over the years,” said Osgood.
“My experience with Todd is that he’s not one of those guys who says, ‘What do we do?’ ‘How can we help?’ He’s the type of person who picks up the hammer and gets things done.”
Eve Kyomya Vendryes, director of communications for Habitat for Humanity Indian River, which nominated Heckman for the award, said she was in town recently when she met him. Shortly after she made her first presentation to the board members, Heckman came to see her, even before she could contact him.
“We sat down and immediately Todd presented me with a contribution. And while presenting this contribution, he quickly added, “I want to do more, and there will be more.” He didn’t wait for me to follow him. He didn’t wait for my phone call. Instead, he chased me. And so it made a lasting impression on me. And that’s when I became a fan,” Vendryes said.
He said Heckman also played a key role in formalizing his planned giving efforts and establishing a legacy in society.
“He is truly such a good man with such a big heart,” Vendryes said. “You have been steadfast and consistent in your service to our community in many different ways. And so, Todd, I want to congratulate you and say well.”
Andrew Hartline said Heckman graduated with honors from Tufts University and moved to Vero Beach in 1997 with wife Terry and their three children.
“Once he was part of the community, he jumped right in and engaged with the infectious passion he has with many nonprofits,” Hartline said, citing Heckman’s board experiences with the Coalition for Attainable Homes , the Treasure Coast Homeless Services Council and the Indian River Lacrosse Association.
“He is willing to adapt and always brings positive energy to each client he serves. You know he’s serving on the side of his client,” Hartline said.
Scott Alexander, the 2019 recipient, commented on Heckman’s advocacy on behalf of the homeless in Indian River County before presenting the award.
“Todd has done an incredible job in this world, as well as being a consummate professional and a great husband and father,” Alexander said.
“Thank you so much. It’s very moving to be in front of this professional group,” Heckman said, adding that he has enjoyed talking, laughing and learning with them over the years.
“I think it’s about what we do as a group to help others,” said Heckman, who also acknowledged the steadfast support of Terry, his wife of 37 years.