Counsel, Philanthropic Giving
Community Foundation Tampa Bay
Donors have many goals they want to accomplish when they make their estate and financial plans. Moving someone from annual fund donor status to a planned gift donor requires sharing giving ideas that allow your donor to see that they can accomplish their general planning objectives and make the philanthropic impact for your organization they envision. Laurie will discuss a variety of planning giving vehicles and review “profiles” of donors for whom each gift type may work to help you understand what gifts are right for your donor.
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Wednesday, August 16, 2023
11:30 a.m. Networking
Noon Program and Lunch
Advance reservations are required
VIRTUAL
CGP Tampa Bay Members - $10.00**
Guests - $15.00
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.
Please register to be sent the link/code to join the Session.
Meeting will be held:
Goodwill Business Center,
10596 Gandy Blvd., St. Petersburg, FL 33702
* Please note new meeting venue.
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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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Bio:
Laurie Valentine, JD, currently serves as Counsel, Philanthropic Giving for Community Foundation Tampa Bay (CFTB). In that position she serves as a charitable advisor on a variety of philanthropic and estate planning topics for donors and professional advisors. She also provides legal guidance to CFTB leadership and staff to ensure all gift documentation reflects not only donor intentions but can also be effectively managed and implemented by CFTB. Prior to joining CFTB in July 2022, Laurie was in private law practice in St. Petersburg, Florida (1982-1994) and (2017 – 2022) practicing in the areas of estate planning, charitable gift planning, and probate and trust administration. In between her years in private practice, she served 23 years as Trust Counsel and Chief Operating Officer for the Kentucky Baptist Foundation in Louisville, Kentucky (1994-2017). Laurie received her BA in Speech Pathology from the University of Florida and her JD from the Levin College of Law at University of Florida. She grew up in the Tampa Bay area and currently resides in St. Petersburg.
