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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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Charitable Gift Planning Ethics Webinar

  • December 15, 2021
  • 12:00 PM - 1:00 PM
  • Zoom
  • 89

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Charitable Gift Planning Ethics Webinar - Virtual Membership Meeting

In honor of Suzanne Ruley and her dedication to ethical fundraising in our regions, CGP Tampa Bay will host be hosting Charitable Gift Planning Ethics  Webinar for our December Meeting.

During our meeting we will be watching a prerecorded Ethics Seminar hosted by AFP Global. The panel discussion will be looking at ethics through the lens of diversity, inclusion and racial justice;  looking through the lens of wealth and power while soliciting and accepting contributions from individuals and institutions amid heightened social consciousness; dealing with controversial donors; and what ethical challenges have come to the forefront in this current environment.

The Panel Speakers are:

  • Roberta (Robbe) A. Healey, MBA, NHA, ACFRE - Founding Member of Aurora Philanthropic Consulting,
  • Tycely Williams - Former vice president of development of YWCA USA, as the chief development officer for the American Red Cross National Capital Region
  • Andrea McManus - Chair and Founding Partner of ViTreo Group
  • Mark L. Hefter - Taxation, estate and financial planning, corporate and non-profit finance, planned giving, major gifts, fundraising strategy, ethics and non-profit law and governance expert.
  • Simone Joyaux, ACFRE, AdvDip, FAFP, - fulltime consultant - specializing in governance, fundraising. strategic planning, and management.

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Wednesday, December 15, 2021

12:00 pm - 1:00 pm

Advance reservations are required

CGP Tampa Bay Members Free or $10.00 Donation

Guests - $15.00

Please register to be sent the link/code to join the Session.

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ANNUAL SPONSORS:

Community Foundation of Tampa Bay

Johns Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

TOP Jewish Foundation

USF Foundation, Office of Gift Planning


Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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