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“Planned Gifts and Annual Giving: Longitudinal Analysis of Annual Giving Before and After a Planned Gift" with Caleb Knepper

  • October 13, 2027
  • 11:30 AM - 1:00 PM
  • Brio Italian Grille | International Plaza | 2223 N. Westshore Blvd. Tampa FL 33607

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Date: Wednesday, October 13, 2027

Time: 11:30am - 1pm

11:30 a.m. Networking

Noon Program and Lunch

Location: Brio Italian Grille - International Plaza

Address: 2223 N. Westshore Blvd in Tampa (‎here's a map)

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A common concern in fundraising practice is that planned gifts may reduce current annual giving.  This presentation will discuss this assumption using more than two decades of planned gift documentation activity at the University of Florida

 

Caleb Knepper, JD, LL.M in Taxation

Caleb Knepper is a Senior Development in the Office of Gift and Estate Planning .  He grew up on a farm in Illinois before receiving his undergraduate degree from Washington University in St. Louis, his Juris Doctor from Barry University Dwayne O. Andreas School of Law and his Master of Laws in Taxation (LL.M) at the University of Florida Levin College of Law.  Before working at UF, Caleb was a practicing estate planning attorney in Gainesville, Florida.   Caleb currently serves as the Assistant Editor for the Journal of Gift Planning and is part of the North Central Florida Estate Planning Council. His work has been published in Trusts and Estates Magazine and numerous internal and online spaces at UF.   He has presented on gift planning topics at Charitable Gift Planning National Conference and frequently presents on various other estate and gift planning topics in webinars and seminars both at UF and outside of UF.


Advance reservations are required

CGP Tampa Bay Members - Free

Guests - $45.00


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ANNUAL SPONSORS:

Community Foundation Tampa Bay

Tampa General Hospital Foundation

USF Foundation, Office of Gift Planning

PNC Institutional Asset Management

Shriners Children's Office of Philanthropy


Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

charitablegiftplannerstampabay@gmail.com


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