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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December 13th Holiday Lunch Meeting

When
December 13, 2017
11:30 AM - 1:00 PM
Location
Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

Registration

Member – $25.00
Non-Member – $30.00

Planned Giving Holiday Lunch & Learn

December 13, 2017

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

Meeting Moderator: Mark Romano – Salvation Army

Topic: Getting Past the Gatekeeper
Leader: Vit Gulbis – Johnson Pope Bokor Ruppel & Burns, LLP
Topic: If It Didn’t Get Documented, It Didn’t Happen
Leader: Beverley McLain, MBA, CAP– Community Foundation of Tampa Bay
Topic: How Do We Measure Success
Leader: Marion Yongue, CAP - University of South Florida Foundation Office of Gift Planning

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
USF Foundation, Office of Gift Planning
The Bank of Tampa
Saint Leo University
Johnson Pope Bokor Ruppel & Burns, LLP

RSVP Deadline: Friday, December 8th

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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