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November 13, 2024
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“Legal and Ethical Issues on Gifting”
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October 09, 2024
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CANCELLED DUE TO HURRICANE...The 5 “Ts” of Building Your Planned Giving Program
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September 17, 2024
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AFP One Day Conference!
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August 20, 2024
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12th Annual Planned Giving Symposium
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July 10, 2024
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Charitable Gift Planners of Tampa Bay Retreat & Networking Social
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July 01, 2024
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National Association of Charitable Gift Planners- Exciting Offer!
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June 12, 2024
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Case Law Update Featuring Speaker Dr. Adam Scott Goldberg, J.D.l LL.M
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May 08, 2024
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Gifts of Real Estate- Want to Learn More?
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April 10, 2024
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CGP Tampa Bay April Meeting- To Get More Gifts, Think Like A Donor
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March 06, 2024
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CGP Tampa Bay March Meeting- Charitable Gift Planning for Women - Before, During, and After Transitions in Life
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February 14, 2024
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February CGP Meeting - Charitable Gift Annuities - Next Level Strategies
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January 17, 2024
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January CGP Meeting - 2023 National CGP Conference: Top Tips and Takeaways
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December 13, 2023
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December CGP Tampa Bay - Walking the High Wire: Balancing Donor-Centricity and Institutional Priorities.
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November 08, 2023
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November CGP Tampa Bay - How to Identify Your Drivers of Trust to Strengthen Relationships with Donors
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October 10, 2023
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2023 AFP-CGP - "Back to School" 10th Anniversary Planned Giving Symposium
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September 12, 2023
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September CGP Tampa Bay - COMMUNITY FOUNDATION TAMPA BAY PRESENTS… Keeping Up with the Cool Kids: Estate Planner's Guide to Recent Tax Developments
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August 16, 2023
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August CGP Tampa Bay - What Gift Is Right For Your Donor?
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July 19, 2023
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Charitable Gift Planners of Tampa Bay Networking Social
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June 14, 2023
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June CGP Tampa Bay - The RIFT Project: Eliminating Delays When Requesting IRA & Other Death Claims
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May 10, 2023
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May CGP Tampa Bay - The Delicate Dance with the Donor & Client
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April 12, 2023
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CGP of Tampa Bay April meeting - Widows, Wives, & Friends - Beyond Basic Estate Planning for Women
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March 08, 2023
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CGP Tampa Bay March Meeting- How to Market Legacy Gifts
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February 06, 2023
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Still time to register - Charitable Gift Planners of Tampa Bay presents a Special Program Featuring Professor Russell James, February 6, 2023
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January 11, 2023
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CGP National Conference Recap
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December 14, 2022
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Buster Case Study - December CGP Tampa Bay
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November 09, 2022
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Florida Nonprofit Alliance - Giving in Florida Study - November CGP Tampa Bay
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October 06, 2022
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High Propensity Donors - October CGP Tampa Bay
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September 14, 2022
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The Intention-Action Gap in Legacy Giving - CGP Tampa Bay
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August 24, 2022
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8/24/2022 - Charitable Gift Planners Tampa Bay Networking Social
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August 16, 2022
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10th Annual Planned Giving Symposium
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July 20, 2022
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CANCELLED 7/20/2022 - Charitable Gift Planners Tampa Bay Networking Social
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June 23, 2022
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June 23, 2022 - The Why of Planned Giving - Nathan Stelter
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May 11, 2022
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May 11, 2022 - Ask Your Questions - Byron Smith, CPA
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April 13, 2022
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How to Accept Gifts of Cryptocurrency - CGP Tampa Bay
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March 28, 2022
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Estate Planning for the LGBTQ+ Community - CGP Tampa Bay
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February 09, 2022
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Donor Relations the Disney Way - CGP Tampa Bay
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January 12, 2022
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Tax Law Changes Impacting Charitable Gift Planning & CGP National Conference Recap
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December 15, 2021
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Charitable Gift Planning Ethics Webinar
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November 10, 2021
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Donor Stories in Planned Giving Marketing - To Use or Not to Use - Claudine Donikian
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October 13, 2021
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Charitable Gifts of Illiquid Assets - October 13th
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September 01, 2021
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Tools to Benefit Your Client's Charitable Giving
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August 17, 2021
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9th Annual Planned Giving Symposium ~ The Year That Changed Everything - How 2020 Transformed Charitable Giving
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June 09, 2021
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America is a Given Place: A Brief History of Charitable Gift Planning - Ron Brown
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May 12, 2021
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Trends in Giving in Florida - Florida Nonprofit Alliance
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April 14, 2021
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Conversion of Revocable to Irrevocable Planned Gifts: Issues & Opportunities - April 14th
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March 10, 2021
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Securing Blended and Documented Estate Gifts
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February 10, 2021
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Catch The Legacy Wealth Wave: Helping Boomer Clients Hit Their Legacy Home Run - 2/10/2021
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January 13, 2021
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Philanthropy in Transformational Times ~ January 13, 2021
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December 09, 2020
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Ethics: an Epic Quest - December 9th
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November 04, 2020
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November 4th- Race Equity: Finding Comfort in Uncomfortable Times
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October 14, 2020
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October 14th - Virtual Meeting - NACGP'S NATIONAL STANDARDS FOR GIFT PLANNING SUCCESS ~ JOE BULL
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September 09, 2020
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September 9th - Virtual Meeting -Millennials: Who are They and How Do Charities Create Meaningful Relationships with Them, Heidi Jark
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August 18, 2020
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August 18th - 2020 Virtual Planned Giving Symposium ~ The Art and Science of Planned Giving
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July 16, 2020
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July Zoom Happy Hour
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June 10, 2020
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June 10th -The ACGA Survey on Charitable Gift Annuities: A Closer Look
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May 13, 2020
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May 13th - VIRTUAL MEETING - DEVELOPING YOUR SUPERPOWER: BUILDING RESILIENCE FOR SUCCESS AT WORK AND BEYOND
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April 15, 2020
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April 15th - Chicken Soup for the Planned Giving Soul
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March 11, 2020
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March 11 - CONVERSATION WITH A DONOR
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February 24, 2020
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Behind the Numbers: The Story within Nonprofit 990’s and Audited Financial Statements - Joint meeting with Pinellas County Estate Planning Council
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January 21, 2020
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January 21 - Claudine Donikian - Joint meeting with the Association of Fundraising Professionals
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December 11, 2019
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December 11th HOLIDAY POWER LUNCH
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November 14, 2019
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Ready or Not, Like It or Not, E-WIlls/Trusts/and Other Estate Planning Documents are Coming
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October 16, 2019
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Storytelling: The Secret Sauce of Fundraising Success - October 16th
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September 11, 2019
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September 11th - Donor Advised Funds
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August 20, 2019
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August 20, 2019 - Planned Giving 101 & 201
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July 01, 2019
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No July Meeting!
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June 12, 2019
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June 12th - Heidi Jark - Conversations that Impact Decision Making for Today and Tomorrow’s Philanthropists
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May 08, 2019
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May 8th - May Luncheon - Janet K. Ginn, CFRE
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April 10, 2019
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April 10th - Show Me the Money! Preparing for your Largest Gift! - Toni Jernigan
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March 12, 2019
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The Planned Giving Study: New Insights from Data on Planned Gifts
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February 25, 2019
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February 25th ~ Trends in Charitable Giving
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January 09, 2019
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January 9th - Using Special Events Strategically from the Donor, Sponsor and Charity Perspective
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December 12, 2018
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December 12th Membership Meeting PLANNED GIVING HOLIDAY LUNCH & LEARN
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November 15, 2018
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November 15th Membership Meeting JOINT MEETING WITH SUNCOAST ESTATE PLANNING COUNCIL
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October 10, 2018
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October 10th - Charitable Gift Annuities: Basics & Best Practices
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September 19, 2018
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September 19th - Top 10 Fundraising Legacy Strategies
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August 24, 2018
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Planned Giving Symposium - 2018
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June 13, 2018
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June 13th - Life Insurance: A New look at An Old Standby in Charitable Giving
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May 09, 2018
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May 9th - Understanding Generational Expectations and How They Impact Charitable Giving
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April 11, 2018
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April 11th - Using a Home Equity Conversion Mortgage for Charitable Donations
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March 14, 2018
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March 14th - Tax Cuts & Jobs Act Update
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February 26, 2018
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February 26th ~ Getting to the Heart of the Matter!
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January 24, 2018
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January 24th - Stages to Planning Optimal Estate Gifts
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December 13, 2017
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December 13th Holiday Lunch Meeting
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November 08, 2017
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November 8th Membership Meeting
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October 04, 2017
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October 4th Adviser Panel Discussion
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September 13, 2017
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September 13th Membership Meeting
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August 25, 2017
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Planned Giving Symposium - 2017
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June 14, 2017
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Five Myths of Philanthropy: Harsh and Stunning Truths to Help your Donors and Customers
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May 10, 2017
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Experiments in Email Marketing: Principles of Effective Emails Based on A/B Testing
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April 05, 2017
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Clear markers on the path to a Charitable Gift Annuity (CGA) vs. a Charitable Remainder Trust (CRT) – And some that are not so clear!
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March 08, 2017
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Building Partnerships with Emotional Intelligence
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February 27, 2017
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Successful Incorporation of Charity into the Business Exit Plan
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January 11, 2017
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Advocacy Update and Organizational Report
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December 16, 2016
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PPP Tampa Bay Holiday Luncheon
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October 05, 2016
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Conversation - Creating a Meaningful Charitable Gift
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September 14, 2016
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Part II: Boot Camp 101 for Planned Giving
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August 31, 2016
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Planned Giving Symposium - 2016
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June 08, 2016
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BOOT CAMP 101 FOR PLANNED GIVING: FROM THE PERSPECTIVE OF AN ATTORNEY/BOARD MEMBER WHO WANTS YOU TO CLOSE THE DEAL
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May 11, 2016
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Planned giving 2030: A Philanthropic Solution for Baby Boomers
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April 13, 2016
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Philanthropic Mission Possible: Giving Strategies in Today's Environment
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March 09, 2016
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Social Venture Partners - March Membership Meeting
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February 22, 2016
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Protecting Americans from Tax Hikes Act of 2015 (PATH) ~ Summary of Charitable Aspects to Implement into your Practice
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January 27, 2016
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A Meeting of the Minds - Uplifting Philanthropy in Our Community through the CAP Program
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December 02, 2015
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Holiday Social
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October 14, 2015
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Conversation with a Donor: Lynn Pippenger
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September 09, 2015
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The Power of Donor Engagement - Building Robust Communications to Resonate with Your Audience
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August 06, 2015
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Planned Giving Symposium - 2015
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July 08, 2015
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July Membership Meeting
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June 24, 2015
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PPP Committee Meeting
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June 10, 2015
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June Membership Meeting
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May 13, 2015
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May Membership Meeting
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April 22, 2015
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PPP Committee Meeting
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April 08, 2015
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April Membership Meeting
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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.