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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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Clear markers on the path to a Charitable Gift Annuity (CGA) vs. a Charitable Remainder Trust (CRT) – And some that are not so clear!

  • April 05, 2017
  • 11:30 AM - 1:00 PM
  • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

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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!

presented by Beverley McLain Bio

  • The similarities and differences between these two popular planned giving vehicles  
  • When one is clearly appropriate for your donor / client and the other is not
  • Some questions to ask your donor / client when the path is not as clear

April 5, 2017

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

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

ANNUAL SPONSORS:
All Children’s Hospital Foundation
American Cancer Society
Community Foundation of Tampa Bay
PEACE Wealth Management, Inc.
Saint Leo University
USF Foundation, Office of Gift Planning
The Bank of Tampa

RSVP Deadline: Friday, March 31st

Reservations made before the reservation deadline:

$25.00 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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