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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Planned Giving Symposium - 2017

  • August 25, 2017
  • 7:30 AM - 12:00 PM
  • Ferguson Law Center

Registration

  • • Name to appear on “day-of” signage
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • One (1) ticket to the Symposium
  • AFP OR PPP Members
  • • Name/Logo to appear in all pre and post Symposium communications (i.e. emails, flyers).
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • Name/Logo prominently displayed at luncheon entrance and mentioned verbally.
    • Name/Logo listed in current year’s National Philanthropy Day program and slide show as an AFP partner.
    • Company/organization representative to address audience (to be scheduled where appropriate in agenda and no more than five minutes).
    • One (1) table (8 seats) at the Symposium
    • Two (2) tickets to the current year’s National Philanthropy Day event.
    • First right of refusal as Presenting Sponsor for the next year’s Planned Giving Symposium.
  • • Name to appear on “day-of” signage
    • Name listed in current year’s National Philanthropy Day’s program and slide show as an AFP partner.
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • Two (2) tickets to the Symposium
  • • Name to appear in all pre and post Symposium communications
    • Name to appear on “day-of” signage
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • Name listed in current year’s National Philanthropy Day’s program and slide show as an AFP partner.
    • One (1) table (8 seats) at the Symposium

5th Annual Planned Giving Symposium
Wisdom, Women & Wealth

Friday, August 25, 2017


Presented By: 

7:30 a.m. ~ Registration/Breakfast

8:30 a.m. ~ Welcome

8:45 a.m. ~ Session 1 ~ Women as Philanthropists: The Synergy of Voice, Values and Vision ~ Margaret May Damen, CFP, CLU, ChFC, CAP - President & CEO, The Institute for Women and Wealth ~ BIO



9:45 a.m. ~ Session 2 ~ Blended Giving & Gift Planning - Achieving Your Goals ~ Christopher Kelly, Planned Giving Product Specialist - PNC Institutional Advisory Solutions ~ BIO


11:00 a.m. ~ Panel Discussion moderated by Louanne Saraga Walters, My Video Voice Productions

Noon ~ Closing


Session 1 ~ Margaret May Damen, CFP, CLU, ChFC, CAP ~ The 21st Century is the defining time for Women as philanthropists. Management guru Tom Peters calls women “the largest national economy on earth.”  Women are rewriting the rules of philanthropy by their ability to transfer the abundance of their economic power into a meaningful philanthropic legacy that greatly impacts the social, civil, and cultural agendas in their community.  This fusion of affluence and altruism ensures that the life a woman lives will become the legacy she will leave.  The good news is that engaging in philanthropic endeavors   gives every woman a platform and a place of leadership to express her R.E.A.L voice, values, and vision to make a difference and leave a legacy. 

Sponsors:









CFRE Applied - 3 Points


SPONSORSHIP OPPORTUNITIES AVAILABLE ~ CLICK HERE FOR MORE INFORMATION


LOCATION:

Ferguson Law Center

FEES:

$55.00 - AFP OR PPP Members (AFP Members register HERE

$65.00 - Guests


Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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