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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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May 9th - Understanding Generational Expectations and How They Impact Charitable Giving

  • May 09, 2018
  • 11:30 AM - 1:00 PM
  • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

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understanding generational expectations and how they impact charitable giving
presented by MICHAEL FAEHNEr, LLM

MAY 9, 2018
11:30 am: Professional Networking
Noon – 1:00 pm: Program & Lunch

Come join us as we examine how different generations have evolved  and explore their core motivations and events that influenced their thinking. Specifically, we will be discussing:

  • WHAT DEFINES A GENERATION?
  • WHAT ARE THE MULTIPLE GENERATIONS IMPACTING US ALL?
  • IDENTIFY GENERATIONAL DIFFERENCES IN PROCESSING AND INTERACTING
  • WHY DO WE NEED TO UNDERSTAND THE DIFFERENCES?

And then be able to draw conclusions based upon their traits on how to get them to give to your charity of choice.

LOCATION:

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

MEETING FEE:

$25.00 Members

$30.00 Guests

Payments may be paid in advance or at the door.  No shows will be billed.

ANNUAL SPONSORS:

American Cancer Society

Community Foundation of Tampa Bay

John Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

Saint Leo University

The Bank of Tampa

USF Foundation, Office of Gift Planning

Wells Fargo Private Bank

MICHAEL FAEHNER BIO

Michael graduated from the University of Notre Dame in 1991 with a Bachelors of Business Administration in Finance along with a Bachelors of Arts in History. He attended Valparaiso University School of Law, graduating with multiple honors in 1994.  In 2005 he graduated from the University of Florida School of Law with an LLM in taxation. He is licensed to practice in all state courts in the state of Florida, the Middle District of Florida, the United State Supreme Court and the United State Tax Court. Presently he is managing and running his own law firm where is Managing Partner for M. Faehner, Esq, LLC where he practices in the areas of tax, estate and trust planning, probate, charitable giving, trustee services, business/corporate consulting and tax controversy work.  His website can be seen at www.mfaehner.com

Michael is a Past President of Leadership Pinellas, serves and has served on several boards in the community including the Jolley Trolley of Clearwater, SPCA Tampa Bay, St. Anthony’s Hospital Foundation and Suncoast Hospice Foundation. He is a member of the Clearwater Bar Association and the St. Petersburg Bar Association.  He was also the recipient of the 2005 FL Law Related Education Association Attorney of the Year and received a special FL Supreme Court Special Citation for his work with Hurricane Disaster Relief. As a result of his work with the Florida Hurricanes in 2004, he was labeled in the legal community as the “Master of Disaster”. He also served as a charitable consultant during Hurricane Katrina relief for several of the states that were impacted.  In 2011, he was recognized by the St. Petersburg Bar Foundation as a “Rising Star” in the legal community by giving him one of their highest honors for his commitment to the legal profession and the community.  In 2013, the Clearwater Bar recognized him with the highest honor the organization gives to a member of the legal profession by bestowing on him the “Ralph Richards” Award for his dedication to the community and the profession.  In addition, he is a 2002 graduate of Leadership Pinellas, 2002 Tampa Bay Review's 40 Under 40 for the Tampa Bay area, and a 2003 graduate of the Pinellas County Sheriff Community Policing Institute.

He is a past president of The Florida Bar Young Lawyers Division (the youngest one ever) and also served on the Florida Bar Board of Governors and its executive committee (2003-2005).  Michael previously represented the 6th Judicial Circuit of the Florida Bar Young Lawyer’s Division Board of Governors (1998-2003) before being elected the Boards President. Michael is a past Co-Chair of The Florida Bar William Reece Smith, Jr. Leadership Academy and the Chair of the North Division of the Academy. Michael is a Past Chairman of the Voluntary Bar Association Committee of the FL Bar, FL Bar 6A Grievance Committee, FL Bar 6th Circuit UPL Committee and past Chair of the Florida Bar Standing Committee on Advertising. He is a former member of the Board of Directors of the Florida Bar Foundation which oversees the Florida's IOTA program.  Michael is a Past President of the Clearwater Bar Association (2002-2003) where he was its youngest president ever along with being past president of the Clearwater Bar Association Young Lawyer’s Division (1996-1998).

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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