The Delicate Dance with the Donor & Client

Is it a waltz or a mosh pit? Who is in the lead? How do we prepare our clients for the final curtain? How do we prepare the charities our clients cared for the ultimate gift or the gift horse? As we counsel our clients how do we make sure their charitable priorities are heard and addressed in their overall plan? How do we audition the charity? In many cases there are four or five words that govern a lifetime of hopes and dreams. What are we doing to make sure they come true for our clients and the charities they care about?

Panel:

The Choreographer: Lydia Bailey, CFRE, Director Planned Gifts, Johns Hopkins All Children's Foundation

The Estate Planning Attorney: Sandra Diamond, JD, Attorney/ Partner,  Diamond Law Firm

The Accountant: Byron Smith, CPA, PFS, RSM US LLP

The Fundraiser: E. Howard Rutherford, III, Associate Vice President of Development, University of South Florida St. Petersburg campus

This panel will help you choose your best partner and will highlight carefully choreographed dances or examples to illustrate how working with a team approach can create a standing ovation by creating the best outcome for our practice, our client, our charities, our families and make the world a better place.

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Wednesday, May 10, 2023

11:30 a.m. Networking

Noon Program and Lunch

Advance reservations are required

VIRTUAL

CGP Tampa Bay Members - $10.00**

Guests - $15.00

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

IN-PERSON and LUNCH

CGP Tampa Bay Members - $25.00**

Guests - $35.00

**Members who are still on their 2022 memberships are charged as indicated. Meetings are included  in the 2023 membership renewals. Thank you.

Meeting will be held: Community Foundation Tampa Bay, 110 Central Avenue, St. Petersburg

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ANNUAL SPONSORS:

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

Johns Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

Pentera

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

Adelphi Trust Company

American Cancer Society

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