Charitable Gift Planners Tampa Bay upcoming events

Robyn Furness-Fallin will present: Strengthening relationships that lead to meaningful, well-crafted legacy commitments. (May 20, 2026)

Wed, 20 May 2026 15:30:00 GMT

Date: Wednesday, May 20, 2026

Time: 11:30am - 1pm

11:30 a.m. Networking

Noon Program and Lunch

Location: Bahama Breeze

Address: 3045 N Rocky Point Drive East in Tampa (‎here's a map)

Whether you’re expanding your expertise for career growth, supporting a comprehensive campaign, or responding to a strategic plan that elevates the importance of future-focused philanthropy, you’re stepping into the world of charitable gift planning at a pivotal moment. As you build your knowledge, two pathways emerge: mastering the technical mechanics of planned gifts and cultivating the deep, long-term relationships that make these gifts possible.

This session focuses on the latter – strengthening relationships that lead to meaningful, well-crafted legacy commitments. Through a blend of presentation, discussion, and hands-on interaction, participants will learn how to:

Build awareness and confidently open conversations about legacy giving

Guide prospects toward practical next steps, including beneficiary designations in DAFs, IRAs, and retirement plans, charitable gift annuities, will commitments, and gifts requiring probate

Use thoughtful follow-up strategies to nurture interest and reinforce long-term philanthropy

Interactive components will invite participants to outline a forward-looking case for support, role-play conversations, identify opportunities to expand their professional referral network, and draft meaningful KPIs to share with key stakeholders.

By the end of the session, you’ll have a clearer understanding of why planned gifts are rarely decided in a single meeting, how to help ensure these relationships remain strong, and why stewardship continues well after a planned gift is documented – because someone’s legacy journey often includes more than one meaningful gift.

Advance reservations are required

CGP Tampa Bay Members - Free

Guests - $35.00

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ANNUAL SPONSORS:

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

SPCA Tampa Bay

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

Mapping Out Planned Giving - A-R-R-R You Ready? 14th Annual Planned Giving Symposium (August 18, 2026)

Tue, 18 Aug 2026 11:30:00 GMT

7:30 a.m.	Registration, Networking, Exhibitors, Breakfast
8:00 a.m.	Welcome
8:10 a.m.	Session 1 – Know Your Ships: The Fleet of Planned Giving Options From simple bequests to more complex giving vehicles – understanding which vessel fits the voyage.	Paul Caspersen
9:10 a.m.	Break
9:20 a.m.	Session 2 – What Makes a Donor Set Sail? The Psychology of Long-Term Philanthropy
10:50 a.m.	Break
11:00 a.m.	Session 3 – The Captains Log: A Collection of Planned Giving Journeys Step into the Captain’s Log as our speaker guides you through real-life planned giving case studies. Drawing from actual donor journeys, they will unpack the motivations, strategies, and pivotal decisions that transformed personal milestones into lasting community investment. Each story will reveal not only the heart behind the gift, but the planning tools and advisor collaboration that made the legacy possible — offering practical insights you can apply in your own conversations and strategies.	Paul Caspersen
12:00 p.m.	Adjourn

Member Ticket: $65.00 Guest Ticket: $85.00

Applied for 3 hours CFRE Credit

Thank you to our sponsors!

Presenting Sponsor:

Contributing Sponsor:

Nonprofit Sponsor:

Venue Sponsor:

How AI continues to reshape charitable gift planning. (October 21, 2026)

Wed, 21 Oct 2026 15:30:00 GMT

Date: Wednesday, October 21, 2026

Time: 11:30am - 1pm

11:30 a.m. Networking

Noon Program and Lunch

Location: Bahama Breeze

Address: 3045 N Rocky Point Drive East in Tampa (‎here's a map)

In this session, Paul Caspersen, CFP®, AEP®, MS, will share timely insights into how AI continues to reshape charitable gift planning – building on the strong foundation he and Bryan Clontz introduced in their April 2023 presentation. Attendees will explore a clear and practical five-step framework for evaluating charitable gifts, paired with an overview of the most current research tools and technologies shaping today’s planned giving landscape.

Caspersen will highlight best practices for integrating AI into technical gift analysis, prospect research, and donor communication – showing how these tools can enhance both efficiency and strategic decision-making. Through real-world case studies, participants will see how leading organizations are successfully applying AI to strengthen donor relationships and unlock more sophisticated planning opportunities.

Designed as an interactive conversation, the presentation encourages attendees to share their own experiences and challenges with AI in planned giving. Participants will leave with concrete, actionable takeaways they can immediately apply in their professional practice to better serve clients, donors, and charitable partners.

ABOUT PAUL CASPERSENCFP®, MS, AEP® Paul has over 27 years of expertise in financial, estate, and charitable planning in his role as the Wallace Chair of Learning and Professionalism in Philanthropy at The American College of Financial Services, where he serves as Director of the Center for Philanthropy. In this capacity, he shapes the curriculum and strategic vision for the Chartered Advisor in Philanthropy® (CAP®) program, preparing the next generation of philanthropic advisors. Prior to joining The American College, Paul served as Assistant Vice President and Senior Philanthropic Advisor at the University of Florida from 2012 to 2022. During his tenure, he led a multidisciplinary gift planning team that secured $1.25 billion in deferred and outright gifts as part of the university’s historic $4 billion fundraising campaign. Additionally, as the Founder and President of Planned Giving Interactive, LLC (PGI) a software and advisory firm, Paul developed an industry-leading suite of AI-powered research and document-drafting tools for planned giving. Paul is also Vice President and advisor at Charitable Solutions, LLC, a national consulting firm that supports charities in accepting complex charitable gifts and developing charitable trusts. In 2011, Paul authored Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan. His thought leadership also appears in peer-reviewed journals, including Trusts & Estates, where his articles explore topics such as testamentary CRTs, charitable gift annuities, and post-SECURE Act charitable planning strategies.

Advance reservations are required

CGP Tampa Bay Members - Free

Guests - $35.00

*********************

ANNUAL SPONSORS:

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

SPCA Tampa Bay

TOP Jewish Foundation

USF Foundation, Office of Gift Planning