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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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9th Annual Planned Giving Symposium ~ The Year That Changed Everything - How 2020 Transformed Charitable Giving

  • August 17, 2021
  • 9:00 AM - 1:30 PM
  • Zoom AND Centre Club

Registration

  • AFP Members - Please RSVP via the AFP Tampa Bay website
  • • Name/Logo to appear in all pre and post Symposium communications (i.e. emails, flyers) sent by the Association of Fundraising Professionals Tampa Bay Chapter, Charitable Gift Planners of Tampa Bay, Community Foundation of Tampa Bay and WEDU.
    • Ability to have TWO emails sent to all contacts for AFP Tampa Bay and CGP Tampa Bay. The email will be sent by each organization respectfully.
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • Name/Logo highlighted on social media for AFP Tampa Bay and CGP Tampa Bay – Social media to include Facebook, LinkedIn & Twitter
    • Name/Logo prominently displayed during welcome PowerPoint and mentioned verbally.
    • Company/organization representative to address audience (to be scheduled where appropriate in agenda and no more than five minutes).
    • Name/Logo listed on AFP Tampa Bay and CGP Tampa Bay websites
    • One table (6) seats to in-person Symposium at the Centre Club
    • Six (6) admissions to Virtual Symposium.
    • First right of refusal as Presenting Sponsor for the next year’s Planned Giving Symposium and exclusivity in sponsor category.
  • • Name/Logo to appear in all pre and post Symposium communications (i.e. emails, flyers) sent by Association of Fundraising Professionals Tampa Bay Chapter, Charitable Gift Planners of Tampa Bay, Community Foundation of Tampa Bay and WEDU.
    • Name/Logo prominently displayed during welcome PowerPoint and mentioned verbally.
    • Ability to have ONE email sent to all contacts for AFP Tampa Bay and CGP Tampa Bay. The email will be sent by each organization respectfully.
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • Name/Logo highlighted on social media for AFP Tampa Bay and CGP Tampa Bay – Social media to include Facebook, LinkedIn & Twitter
    • Name/Logo listed on AFP Tampa Bay and CGP Tampa Bay websites
    • Four (4) seats to in-person Symposium at the Centre Club
    • Four (4) admissions to Virtual Symposium.
    • Exclusivity in sponsor category.
  • • Name/Logo prominently displayed during welcome PowerPoint and mentioned verbally.
    • Name/Logo highlighted on social media for AFP Tampa Bay and CGP Tampa Bay – Social media to include Facebook, LinkedIn & Twitter
    • Name/Logo listed on AFP Tampa Bay and CGP Tampa Bay websites
    • Ability to include a message to all seminar attendees in post event email. The email will be sent by each organization respectfully.
    • Two (2) seats to in-person Symposium at the Centre Club
    • Two (2) admissions to Virtual Symposium.
  • • Name/Logo prominently displayed during welcome PowerPoint and mentioned verbally.
    • Name/Logo highlighted on social media for AFP Tampa Bay and CGP Tampa Bay – Social media to include Facebook, LinkedIn & Twitter
    • Name/Logo listed on AFP Tampa Bay and CGP Tampa Bay websites
    • Ability to include a message to all seminar attendees in post event email. The email will be sent by each organization respectfully.
    • One (1) seat to in-person Symposium at the Centre Club
    • Two (2) admissions to Virtual Symposium.
Registration is closed

IN-PERSON

8:30 a.m. Registration & Networking

9:00 Symposium

11:45 a.m. Lunch Service

CGP/AFP Member Rate - $60.00

Guest Rate - $70.00

Centre Club - 123 S West Shore Blvd. 8th Floor, Tampa FL 33609

VIRTUAL

9:00 a.m. Symposium

CGP/AFP Member Rate - $30.00

Nonprofit Rate - $40.00

Professional Advisor Rate - $50.00

Zoom Information will be sent to all registrations via email confirmation.

** Applied for Continuing Education credits for Attorneys, CPA's, CFP's AND CFRE Credit for Nonprofit Professionals**

Menu Options

SALAD: Centre Salad - Seasonal Greens, Poached Pears, Cherry Tomato, Macademia Nuts, Crumbled Goat Cheese, Blueberries, Candied Walnuts and White Balsamic

REGULAR: Braised Short Ribs - Adobo & Chipotle Cherry

VEGETARIAN/GLUTEN FREE: Grilled Cauliflower Steak - Coconut Curry

Guidelines

We are excited to return to in-person meetings and our top priority is your health. Several protocols have been put in place for your safety. Please take a moment to read the guidelines below and confirm on your registration that you agree to comply.

Guidelines:

  • Guests are required to wear face coverings when entering the building and in all common areas. Face masks can be removed once inside the meeting room. The CDC  recommends if you are not yet fully vaccinated to keep your face mask on except for when eating or drinking.
  • Meeting room capacity will be limited to 60 members, which is 50% of normal capacity.
  • Meeting room will have no more than 12 tables with half of the tables accommodating 6 guests and the other half of the tables accommodating 4 guests. Guests will seat themselves where they feel most comfortable.
  • Tables will be set 6ft apart.
  • Social distance of 6ft is strongly encouraged at all times.
  • Hand sanitizer will be provided, and restrooms are located nearby for hand washing.
  • Pre-registration is required. Unfortunately, we are unable to accommodate walk-ins.
  • Both doors into meeting room will be open to avoid crowding.
  • Nametags will be on table for guests and will be collected after event and properly sanitized before storage.
  • We trust one another to exercise appropriate behavior when networking. Please be respectful of others comfort level that may differ from yours.

Please choose the virtual option IF: 

  • You have tested positive for COVID-19 in the last 14 days.
  • You have been recently exposed to someone with COVID-19.  
  • You are waiting on COVID-19 test results. 
  • You feel you may be becoming sick, running a fever, or experiencing any symptoms associated with COVID-19 such as fever, cough, or shortness of breath. See a full list of symptoms here.

SPONSORSHIP OPPORTUNITIES

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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