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The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

Upcoming events

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Past events

April 10, 2024 CGP Tampa Bay April Meeting- To Get More Gifts, Think Like A Donor
March 06, 2024 CGP Tampa Bay March Meeting- Charitable Gift Planning for Women - Before, During, and After Transitions in Life
February 14, 2024 February CGP Meeting - Charitable Gift Annuities - Next Level Strategies
January 17, 2024 January CGP Meeting - 2023 National CGP Conference: Top Tips and Takeaways
December 13, 2023 December CGP Tampa Bay - Walking the High Wire: Balancing Donor-Centricity and Institutional Priorities.
November 08, 2023 November CGP Tampa Bay - How to Identify Your Drivers of Trust to Strengthen Relationships with Donors
October 10, 2023 2023 AFP-CGP - "Back to School" 10th Anniversary Planned Giving Symposium
September 12, 2023 September CGP Tampa Bay - COMMUNITY FOUNDATION TAMPA BAY PRESENTS… Keeping Up with the Cool Kids: Estate Planner's Guide to Recent Tax Developments
August 16, 2023 August CGP Tampa Bay - What Gift Is Right For Your Donor?
July 19, 2023 Charitable Gift Planners of Tampa Bay Networking Social
June 14, 2023 June CGP Tampa Bay - The RIFT Project: Eliminating Delays When Requesting IRA & Other Death Claims
May 10, 2023 May CGP Tampa Bay - The Delicate Dance with the Donor & Client
April 12, 2023 CGP of Tampa Bay April meeting - Widows, Wives, & Friends - Beyond Basic Estate Planning for Women
March 08, 2023 CGP Tampa Bay March Meeting- How to Market Legacy Gifts
February 06, 2023 Still time to register - Charitable Gift Planners of Tampa Bay presents a Special Program Featuring Professor Russell James, February 6, 2023
January 11, 2023 CGP National Conference Recap
December 14, 2022 Buster Case Study - December CGP Tampa Bay
November 09, 2022 Florida Nonprofit Alliance - Giving in Florida Study - November CGP Tampa Bay
October 06, 2022 High Propensity Donors - October CGP Tampa Bay
September 14, 2022 The Intention-Action Gap in Legacy Giving - CGP Tampa Bay
August 24, 2022 8/24/2022 - Charitable Gift Planners Tampa Bay Networking Social
August 16, 2022 10th Annual Planned Giving Symposium
July 20, 2022 CANCELLED 7/20/2022 - Charitable Gift Planners Tampa Bay Networking Social
June 23, 2022 June 23, 2022 - The Why of Planned Giving - Nathan Stelter
May 11, 2022 May 11, 2022 - Ask Your Questions - Byron Smith, CPA
April 13, 2022 How to Accept Gifts of Cryptocurrency - CGP Tampa Bay
March 28, 2022 Estate Planning for the LGBTQ+ Community - CGP Tampa Bay
February 09, 2022 Donor Relations the Disney Way - CGP Tampa Bay
January 12, 2022 Tax Law Changes Impacting Charitable Gift Planning & CGP National Conference Recap
December 15, 2021 Charitable Gift Planning Ethics Webinar
November 10, 2021 Donor Stories in Planned Giving Marketing - To Use or Not to Use - Claudine Donikian
October 13, 2021 Charitable Gifts of Illiquid Assets - October 13th
September 01, 2021 Tools to Benefit Your Client's Charitable Giving
August 17, 2021 9th Annual Planned Giving Symposium ~ The Year That Changed Everything - How 2020 Transformed Charitable Giving
June 09, 2021 America is a Given Place: A Brief History of Charitable Gift Planning - Ron Brown
May 12, 2021 Trends in Giving in Florida - Florida Nonprofit Alliance
April 14, 2021 Conversion of Revocable to Irrevocable Planned Gifts: Issues & Opportunities - April 14th
March 10, 2021 Securing Blended and Documented Estate Gifts
February 10, 2021 Catch The Legacy Wealth Wave: Helping Boomer Clients Hit Their Legacy Home Run - 2/10/2021
January 13, 2021 Philanthropy in Transformational Times ~ January 13, 2021
December 09, 2020 Ethics: an Epic Quest - December 9th
November 04, 2020 November 4th- Race Equity: Finding Comfort in Uncomfortable Times
October 14, 2020 October 14th - Virtual Meeting - NACGP'S NATIONAL STANDARDS FOR GIFT PLANNING SUCCESS ~ JOE BULL
September 09, 2020 September 9th - Virtual Meeting -Millennials: Who are They and How Do Charities Create Meaningful Relationships with Them, Heidi Jark
August 18, 2020 August 18th - 2020 Virtual Planned Giving Symposium ~ The Art and Science of Planned Giving
July 16, 2020 July Zoom Happy Hour
June 10, 2020 June 10th -The ACGA Survey on Charitable Gift Annuities: A Closer Look
May 13, 2020 May 13th - VIRTUAL MEETING - DEVELOPING YOUR SUPERPOWER: BUILDING RESILIENCE FOR SUCCESS AT WORK AND BEYOND
April 15, 2020 April 15th - Chicken Soup for the Planned Giving Soul
March 11, 2020 March 11 - CONVERSATION WITH A DONOR
February 24, 2020 Behind the Numbers: The Story within Nonprofit 990’s and Audited Financial Statements - Joint meeting with Pinellas County Estate Planning Council
January 21, 2020 January 21 - Claudine Donikian - Joint meeting with the Association of Fundraising Professionals
December 11, 2019 December 11th HOLIDAY POWER LUNCH
November 14, 2019 Ready or Not, Like It or Not, E-WIlls/Trusts/and Other Estate Planning Documents are Coming
October 16, 2019 Storytelling: The Secret Sauce of Fundraising Success - October 16th
September 11, 2019 September 11th - Donor Advised Funds
August 20, 2019 August 20, 2019 - Planned Giving 101 & 201
July 01, 2019 No July Meeting!
June 12, 2019 June 12th - Heidi Jark - Conversations that Impact Decision Making for Today and Tomorrow’s Philanthropists
May 08, 2019 May 8th - May Luncheon - Janet K. Ginn, CFRE
April 10, 2019 April 10th - Show Me the Money! Preparing for your Largest Gift! - Toni Jernigan
March 12, 2019 The Planned Giving Study: New Insights from Data on Planned Gifts
February 25, 2019 February 25th ~ Trends in Charitable Giving
January 09, 2019 January 9th - Using Special Events Strategically from the Donor, Sponsor and Charity Perspective
December 12, 2018 December 12th Membership Meeting PLANNED GIVING HOLIDAY LUNCH & LEARN
November 15, 2018 November 15th Membership Meeting JOINT MEETING WITH SUNCOAST ESTATE PLANNING COUNCIL
October 10, 2018 October 10th - Charitable Gift Annuities: Basics & Best Practices
September 19, 2018 September 19th - Top 10 Fundraising Legacy Strategies
August 24, 2018 Planned Giving Symposium - 2018
June 13, 2018 June 13th - Life Insurance: A New look at An Old Standby in Charitable Giving
May 09, 2018 May 9th - Understanding Generational Expectations and How They Impact Charitable Giving
April 11, 2018 April 11th - Using a Home Equity Conversion Mortgage for Charitable Donations
March 14, 2018 March 14th - Tax Cuts & Jobs Act Update
February 26, 2018 February 26th ~ Getting to the Heart of the Matter!
January 24, 2018 January 24th - Stages to Planning Optimal Estate Gifts
December 13, 2017 December 13th Holiday Lunch Meeting
November 08, 2017 November 8th Membership Meeting
October 04, 2017 October 4th Adviser Panel Discussion
September 13, 2017 September 13th Membership Meeting
August 25, 2017 Planned Giving Symposium - 2017
June 14, 2017 Five Myths of Philanthropy: Harsh and Stunning Truths to Help your Donors and Customers
May 10, 2017 Experiments in Email Marketing: Principles of Effective Emails Based on A/B Testing
April 05, 2017 Clear markers on the path to a Charitable Gift Annuity (CGA) vs. a Charitable Remainder Trust (CRT) – And some that are not so clear!
March 08, 2017 Building Partnerships with Emotional Intelligence
February 27, 2017 Successful Incorporation of Charity into the Business Exit Plan
January 11, 2017 Advocacy Update and Organizational Report
December 16, 2016 PPP Tampa Bay Holiday Luncheon
October 05, 2016 Conversation - Creating a Meaningful Charitable Gift
September 14, 2016 Part II: Boot Camp 101 for Planned Giving
August 31, 2016 Planned Giving Symposium - 2016
June 08, 2016 BOOT CAMP 101 FOR PLANNED GIVING: FROM THE PERSPECTIVE OF AN ATTORNEY/BOARD MEMBER WHO WANTS YOU TO CLOSE THE DEAL
May 11, 2016 Planned giving 2030: A Philanthropic Solution for Baby Boomers
April 13, 2016 Philanthropic Mission Possible: Giving Strategies in Today's Environment
March 09, 2016 Social Venture Partners - March Membership Meeting
February 22, 2016 Protecting Americans from Tax Hikes Act of 2015 (PATH) ~ Summary of Charitable Aspects to Implement into your Practice
January 27, 2016 A Meeting of the Minds - Uplifting Philanthropy in Our Community through the CAP Program
December 02, 2015 Holiday Social
October 14, 2015 Conversation with a Donor: Lynn Pippenger
September 09, 2015 The Power of Donor Engagement - Building Robust Communications to Resonate with Your Audience
August 06, 2015 Planned Giving Symposium - 2015
July 08, 2015 July Membership Meeting
June 24, 2015 PPP Committee Meeting
June 10, 2015 June Membership Meeting
May 13, 2015 May Membership Meeting
April 22, 2015 PPP Committee Meeting
April 08, 2015 April Membership Meeting
Charitable Gift Planning of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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