Date: Wednesday, October 13, 2027
Time: 11:30am - 1pm
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
Community Foundation Tampa Bay
Tampa General Hospital Foundation
USF Foundation, Office of Gift Planning
PNC Institutional Asset Management
Shriners Children's Office of Philanthropy
PO Box 2092St. Petersburg, FL 33731
charitablegiftplannerstampabay@gmail.com