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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.

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Part II: Boot Camp 101 for Planned Giving

  • September 14, 2016
  • 11:30 AM - 1:00 PM
  • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

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PART II - Boot Camp 101 for Planned Giving ~ Presented by Michael Faehner, Esq.

September 14, 2016

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

If you missed him back in June, we invited Michael Faehner, Esq. back to finish off BOOT CAMP 101 FOR PLANNED GIVING: FROM THE PERSPECTIVE OF AN ATTORNEY/BOARD MEMBER WHO WANTS YOU TO CLOSE THE DEAL.

In June, we had a very spirited and thoughtful discussion on  the basics of what makes a solid Planned Giving Program.  Part II of the presentation will look at the basic vehicles for Planned Giving and how you and your organization can land that big donor.


LOCATION:
Holiday Inn St. Petersburg/Clearwater MAP
3535 Ulmerton Road
Clearwater, FL 33762

Level Two Sponsors:
All Children’s Hospital Foundation
American Cancer Society
Community Foundation of Tampa Bay
PEACE Wealth Management, Inc.
USF Foundation, Office of Gift Planning
The Bank of Tampa


RSVP Deadline: Friday, September 9th

Reservations made before the reservation deadline:

$20.00 Members | $30.00 Guests

Questions? Email: admin@ppptampabay.org
Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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