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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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Challenges and opportunities planners face when working with business owners navigating the exit planning process: Charitable planning is a great tool to help with a smooth transition.

  • May 14, 2025
  • 11:30 AM - 1:00 PM
  • Virtual AND In Person at Goodwill Business Center, 10596 Gandy Blvd., St. Petersburg, FL 33702

Registration

Challenges and opportunities planners face when working with business owners navigating the exit planning process: Charitable planning is a great tool to help with a smooth transition. 

Presented by: 


Scott Couchenour is a seasoned "fourth quarter" life and business strategist dedicated to empowering high-achieving individuals over 45 to take command of their futures. With nearly three decades of executive leadership experience as a COO and CEO, Scott excels at guiding accomplished leaders through pivotal life transitions, offering clarity and actionable strategies to realign their lives and businesses. Scott’s expertise extends into the realm of exit and legacy planning, helping business owners navigate the human side of transition. He understands that exits are more than financial transactions—they are deeply personal transformations that require identity, purpose, and legacy considerations. By helping entrepreneurs envision their post-exit lives, Scott ensures they move forward with confidence, fulfillment, and a well-defined legacy. His approach combines visionary planning with iterative execution, ensuring tangible results and sustainable growth. His clients consistently surpass their own expectations, unlocking potential and achieving transformative breakthroughs. Beyond his professional pursuits, Scott cherishes his roles as a devoted husband, father, and proud "Poppy" to his grandchildren. A pianist, spreadsheet enthusiast, and avid coffee connoisseur, he infuses passion and precision into every facet of his life. Connect with Scott: ● LinkedIn: https://www.linkedin.com/in/scottcouchenour/ ● Website: https://www.servingstrong.com

Wednesday, May 14, 2025

11:30 a.m. Networking

Noon Program and Lunch

Please RSVP 

Meeting will be held:

Goodwill Business Center

10596 Gandy Blvd St. Petersburg FL 33702 


Mark your Calendars!

June 11, 2025

Post- Death Estate Litigation: Navigating Legal and Other Challenges for Charities

July 9, 2025- CGP Social

CAP Speakers, CAP Study Group and Estate Planning Councils

August 26, 2025- Symposium





VIRTUAL LINK

Microsoft Teams Need help?                                                                                                                    

Join the meeting now

Meeting ID: 264 039 259 73

Passcode: j7r3Mr3P


CGP Tampa Bay Members - Free

Guests - $15.00

Please register to be sent the link/code to join the Session.

IN-PERSON and LUNCH

CGP Tampa Bay Members - Free

Guests - $35.00


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ANNUAL SPONSORS:

American Cancer Society

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

Johns Hopkins All Children’s Hospital Foundation

SPCA Tampa Bay

TOP Jewish Foundation

USF Foundation, Office of Gift Planning




Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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