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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.

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June 12th - Heidi Jark - Conversations that Impact Decision Making for Today and Tomorrow’s Philanthropists

  • June 12, 2019
  • 11:30 AM - 1:00 PM
  • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
  • 0

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JUNE 12, 2019

Conversations that Impact Decision Making for Today and Tomorrow’s Philanthropists 


Heidi Jark


What are the issues and conversations that are top of mind for families today?  What’s keeping clients at night and, possibly, keeping them from making financial and planning decisions, including charitable ones?  This conversation will explore modern day family dynamics and how those dynamics are changing the playing field for charities.  We’ll discuss the conversations revolving around the issues of leaving a lasting legacy, engaging the next generations, and mindful giving, and discuss how those conversations impact decision making for today and tomorrow’s philanthropists.


11:30 am: Professional Networking
Noon – 1:00 pm: Program & Lun
ch

SPONSORED BY:


LOCATION:

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

MEETING FEE:

$25.00 Members

$30.00 Guests

Payments may be paid in advance or at the door.  No shows will be billed.

ANNUAL SPONSORS:

  • American Cancer Society
  • BayCare Mease Countryside, Mease Dunedin, Morton Plant Hospitals
  • Community Foundation of Tampa Bay
  • Johns Hopkins All Children’s Hospital Foundation
  • Johnson, Pope, Bokor, Ruppel & Burns, LLP
  • Saint Leo University
  • USF Foundation, Office of Gift Planning
  • Wells Fargo Private Bank

Heidi Jark serves as senior vice president and managing director of the Foundation Office at Fifth Third Bank. She oversees the administration of corporate and family foundations throughout the Bancorp. She has been with Fifth Third since 1999 and previously served as planned giving manager.

Before joining Fifth Third Bank, Heidi served as planned giving director for Valparaiso University, assisting donors in estate and charitable gift planning. She also practiced law in Valparaiso, Indiana, with Hoeppner, Wagner & Evans, concentrating in the areas of litigation and appellate brief writing.

Education

Heidi earned a bachelor’s degree in political science from Valparaiso University and a law degree from Valparaiso’s School of Law.

Professional and Civic

Heidi serves as the board chair for Cooperative for Education, which promotes access to education, books, computers and scholarships in Guatemala. She also has served as president of the Greater Cincinnati Planned Giving Council, the American Cancer Society Board of Directors for Hamilton County, the WAVE Foundation and Philanthropy Ohio. In addition, she volunteered for 10 years to her alma mater with the Valparaiso University Alumni Association, including serving as its president.

Heidi also has served on the Board of the Greater Cincinnati YWCA (as treasurer) and on the National Board of the Partnership for Philanthropic Planning (formerly NCPG), where she was the 2007 conference chair and the 2010 board chair.

Heidi grew up on a farm near Stratford, South Dakota, and lives in Cincinnati with her husband, Steve Kenat, a partner at GBBN Architects, and daughter, Catarina. She is a frequent speaker to not-for-profit organizations on the topics of philanthropy, ethics, grant-making, and planned giving.

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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