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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August 18th - 2020 Virtual Planned Giving Symposium ~ The Art and Science of Planned Giving

  • August 18, 2020
  • 9:00 AM - 12:00 PM
  • Zoom
  • 18

Registration

  • • Name/Logo to appear in all pre and post Symposium communications (i.e. emails, flyers) sent by AFP Tampa Bay AND CGP Tampa Bay.
    • Ability to have TWO emails sent to all contacts for AFP Tampa Bay and CGP Tampa Bay. The email will be sent by each organization respectfully.
    • Name/Logo highlighted on social media for AFP Tampa Bay and CGP Tampa Bay – Social media to include Facebook, LinkedIn & Twitter
    • Name/Logo prominently displayed during welcome PowerPoint 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).
    • Ten (10) admissions to Virtual Symposium.
    • First right of refusal as Presenting Sponsor for the next year’s Planned Giving Symposium and exclusivity in sponsor category.
  • • Name/Logo to appear in all pre and post Symposium communications (i.e. emails, flyers) sent by AFP Tampa Bay AND CGP Tampa Bay.
    • Name/Logo prominently displayed during welcome PowerPoint and mentioned verbally.
    • Ability to have ONE email sent to all contacts for AFP Tampa Bay and CGP Tampa Bay. The email will be sent by each organization respectfully.
    • Name/Logo highlighted on social media for AFP Tampa Bay and CGP Tampa Bay – Social media to include Facebook, LinkedIn & Twitter
    • Name listed in current year’s National Philanthropy Day’s program and slide show as an AFP partner.
    • Eight (8) admissions to Virtual Symposium.
    • Exclusivity in sponsor category.
  • • Name/Logo prominently displayed during welcome PowerPoint and mentioned verbally.
    • Name/Logo highlighted on social media for AFP Tampa Bay and CGP Tampa Bay – Social media to include Facebook, LinkedIn & Twitter
    • Name listed in current year’s National Philanthropy Day’s program and slide show as an AFP partner.
    • Ability to include a message to all seminar attendees in post event email. The email will be sent by each organization respectfully.
    • Four (4) admissions to Virtual Symposium.
  • • Name/Logo prominently displayed during welcome PowerPoint and mentioned verbally.
    • Name/Logo highlighted on social media for AFP Tampa Bay and CGP Tampa Bay – Social media to include Facebook, LinkedIn & Twitter
    • Ability to include a message to all seminar attendees in post event email. The email will be sent by each organization respectfully.
    • Two (2) admissions to Virtual Symposium.

Registration is closed

2020 VIRTUAL PLANNED GIVING SYMPOSIUM ~ THE ART AND SCIENCE OF PLANNED GIVING

TUESDAY, AUGUST 18, 2020
9:00 AM - 12:00 PM

In partnership with AFP Tampa Bay

 

Michael J. Rosen


SESSION 1: Legacy Fundraising: The Best of Times or the Worst of Times?

Pandemic. Protests. Riots, Looting. Unemployment. Recession. Those are some of the words that we can use to describe much of 2020. So, considering this chaotic environment, can you seek legacy gifts now or should you wait? Rosen, a consultant and author, will share the research-based risks and opportunities. He’ll examine a real world case of What not to do. In addition, he’ll provide useful, easy to implement tips on what you can do to help reach your planned giving objectives even during challenging times.

 

SESSION 2: Using Storytelling in Legacy Fundraising: New Findings, Ancient Origins and Practical Tips

Connecting with the donor’s life story in the right way can be a powerful trigger for legacy giving. But, how do we do that? Professor James shows how understanding the ancient origins and the latest research findings leads to simple, effective, practical techniques that anyone can use to more effectively encourage gifts in wills.

 

Dr. Russell N. James

   

SESSION 3: An Open Conversation with the Planned Giving Experts

In an informal conversation, James and Rosen will answer your questions about planned giving. This interactive session gives you the opportunity to ask the experts for insights and tips to help you enhance your gift planning efforts.


Advance Reservations are Required

$10.00 Members - AFP & CGP Members

$15.00 Guests

Meeting Fee must be paid at time of reservation. AFP members must register by CLICKING HERE.

You will receive the Zoom login information in the registration confirmation email. 

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THANK YOU SYMPOSIUM SPONSORS:

SUPPORTING SPONSORS


FRIEND SPONSORS



CLICK HERE for information on sponsorship opportunities.

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APPLIED FOR 3 HOURS CFRE CREDIT


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CGP ANNUAL SPONSORS:

  • American Cancer Society

  • Community Foundation of Tampa Bay

  • Fisher & Sauls, P.A.

  • Johns Hopkins All Children’s Hospital Foundation

  • Johnson, Pope, Bokor, Ruppel & Burns, LLP

  • Saint Leo University
  • USF Foundation, Office of Gift Planning

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Biography of Dr. Russell N. James:

Russell N. James III, JD, PhD, CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a PhD in consumer economics from the University of Missouri, where his dissertation was on charitable giving.

Prior to his career as an academic researcher, James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for six years and later served as president of the college for more than five years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.

James has published research in over 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, US News & World Report, USA Today, the Associated Press, Bloomberg News, and The Chronicle of Philanthropy. His financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

Biography of Michael J. Rosen:

Michael J. Rosen, President of the fundraising and marketing consulting firm ML Innovations, has been named one of America's "Top 25 Fundraising Experts" and a “Top 100 Charity Industry Influencer.” Rosen has received the prestigious Association of Fundraising Professionals-Skystone Partners Prize for Research in Fundraising and Philanthropy for his best-selling book Donor-Centered Planned Gift Marketing, which has been included on the official CFRE International Resource Reading List.

An AFP Certified Master Trainer, Rosen has served as an adjunct faculty member in the Drexel University Master of Arts Management program where he taught Advanced Fund Development. He has also served as a continuing education faculty member at Villanova University where he taught fundraising ethics.

Rosen has served as President of the Planned Giving Council of Greater Philadelphia, Board Chair of the national AFP Political Action Committee, Board Member of the AFP Foundation, and Vice President of the AFP Greater Philadelphia Chapter. Active in the community, Rosen has served on the Board of Directors of the Holocaust Awareness Museum and Education Center, the Board of Trustees of the Jewish Federation of Greater Philadelphia, and the Board of Directors of the Philadelphia Children’s Alliance.

His blog, Michael Rosen Says… (michaelrosensays.wordpress.com), has been recognized as a "Top Fundraising Blog." Rosen is also a frequent contributing writer for Advancing Philanthropy, the official magazine of AFP.

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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