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.

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July Membership Meeting

When
July 08, 2015
11:30 AM - 1:00 PM
Location
Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

Registration

First Time Guest
Member – $20.00
Non-Member – $30.00

July 8, 2015

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

Accepting ILLIQUID Assets: The Devil is in the Details

This panel discussion will cover the topic of non-cash assets as a potentially significant source of contributions held by charitable donors.

Topics covered include matching non-cash assets to the appropriate nonprofit organization, the role of a gift acceptance policy, legal considerations and real-world examples of unusual gifts and their disposition.

Panelists include:

Sandy Rief, Of Counsel, AllenDell Lawyers

Sara Leonard of the Sara Leonard Group

Deb McCarthy, CFO of Boys & Girls Clubs of Tampa Bay, Inc.

Beverley McLain, Community Foundation of Tampa Bay, as moderator

LOCATION:
Holiday Inn St. Petersburg/Clearwater MAP
3535 Ulmerton Road
Clearwater, FL 33762

Level Two Sponsors:
All Children’s Hospital Foundation
Community Foundation of Tampa Bay
National Christian Foundation
PEACE Wealth Management, Inc.
Suncoast Hospice Foundation
USF Foundation, Office of Gift Planning
The Bank of Tampa

RSVP Deadline: Monday, July 6th

Reservations made before the reservation deadline:

$20.00 Members | $30.00 Guests

First Time Guests ~ Complimentary

Questions? Email: admin@ppptampabay.org

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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