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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

charitablegiftplannerstampabay@gmail.com


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