Upcoming Events

    • July 18, 2017
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609

    Use Your Accounting Team to Increase Your Fundraising presented by Byron Smith, CPA and Catherine Mary Sullivan, CPA

    Fundraisers have many resources available to assist them.  One of the best resources is.....their accounting team!  Byron and Catherine Mary will share strategies and thoughts on how a coordinated effort will increase your fundraising successes. 

    Tuesday - July 18, 2017

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    11:45 LUNCHEON BEGINS

    11:00 Membership Orientation

    LUNCHEON PARTNERSHIP AVAILABLE.


    Applied for 1 hour CFRE Credit



    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    Payments may be paid in advance or at the door.  Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door.  No shows will be billed.


    SPEAKER BIOS

    Byron C. Smith, CPA, ABV, PFS |

    Shareholder, Tax Services

    Byron joined Gregory, Sharer & Stuart (GSS) in 1999 and became a shareholder in 2001. He is the leader of our Wealth Strategies & Services Team and Not-for-Profit Industry Service Team and oversees all tax services rendered for our not-for-profit clients. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for-profit organizations.

    Byron has developed extensive knowledge in service to not-for-profit organizations, charitable giving, and business succession planning for closely-held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for individuals, S corporations, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries and client representation before the Internal Revenue Service.

    Catherine Mary Sullivan, CPA | 

    Senior Manager, Tax Services

    When Catherine Mary joined the Tax Department of Gregory, Sharer & Stuart in 2005, she already had over five years of public accounting experience in the Tampa Bay area. Her work at GSS has since led to a specialization in tax planning and preparation, exempt organization issues and the resolution of IRS inquiries. She serves individuals and businesses in a wide variety of industries, focusing primarily on not-for-profit, construction, real estate, healthcare, professional services and retail.

    Catherine Mary is a member of our Not-for-Profit Industry Service Team. In this role, she gives presentations to board members and groups regarding gift acceptance policies, Form 990 updates, public support matters, board governance and tax issues for not-for-profit organizations. She also helps clients navigate IRS audits, new market tax credits and tax planning issues. She oversees managers, seniors and staff in completing tax returns, researches various topics and coordinates efforts with our audit department and shareholders for the timely completion of all Form 990 tax returns.


    • August 25, 2017
    • 7:30 AM - 12:00 PM
    • Ferguson Law Center

    5th Annual Planned Giving Symposium
    Wisdom, Women & Wealth

    Friday, August 25, 2017


    7:30 a.m. ~ Registration/Breakfast

    8:30 a.m. ~ Welcome & Session 1

    9:45 a.m. ~ Session 2 (Breakouts)

    11:00 a.m. ~ Panel Discussion

    Noon ~ Closing


    CFRE Applied - 3 Points


    SPONSORSHIP OPPORTUNITIES AVAILABLE ~ CLICK HERE FOR MORE INFORMATION


    LOCATION:

    Ferguson Law Center

    FEES:

    $55.00 - AFP OR PPP Members

    $65.00 - Guests


    • September 19, 2017
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609

    September 2017 Meeting

    •     
    Tuesday - September 19, 2017

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    11:45 LUNCHEON BEGINS

    11:00 Membership Orientation

    LUNCHEON PARTNERSHIP AVAILABLE.



    Applied for 1 hour CFRE Credit



    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    Payments may be paid in advance or at the door.  Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door.  No shows will be billed. 

    • October 17, 2017
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609

    October 2017 Meeting

    •     
    Tuesday - October 17, 2017

    11:30 AM - 1:00 PM

    Join us at 11:00 for Member Orientation - prospective, new and current members are welcome! 

    11:45 LUNCHEON BEGINS


    LUNCHEON PARTNERSHIP AVAILABLE.



    Applied for 1 hour CFRE Credit



    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    Payments may be paid in advance or at the door.  Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door.  No shows will be billed. 

    • November 15, 2017
    • 11:00 AM - 1:00 PM
    • Bryan Glazer Family JCC

    National Philanthropy Day 2017

    Sponsor Levels

    Presenting Sponsor (SOLD) ~ $7,500.00

    • Name appears in all pre and post event publicity
    • Recognition in program and invitation (includes honoree)
    • Full-page, four-color ad on the inside front cover of the program
    • Two tables of 10 at the luncheon – with table signs (front row seating)
    • Opportunity to honor two people (one at each table)/honoree receives gift
    • Corporate name and honorees names listed in program and slide show
    • Name prominently displayed at luncheon entrance and mentioned verbally
    • Opportunity to address luncheon audience and assist with handing out of awards
    • Opportunity for company materials/giveaways
    • Interview of company representative for website and media use
    • Invitation to private breakfast reception with winners, judges, emcee, NPD Committee
    Friends of Philanthropy ~ $5,000.00
    • Name appears in all pre and post event publicity
    • Recognition in program and invitation (includes honoree)
    • Full-page, four-color ad in program
    • One table of 10 at the luncheon – with table sign (front row seating)
    • Opportunity to honor one person at table/honoree receives gift
    • Corporate name and honoree name listed in program and slide show
    • Name prominently displayed at luncheon entrance and mentioned verbally
    • Opportunity for company materials/giveaways
    • Interview of company representative for website and media use
    10 Star Partners (10 Available) ~ $2,500.00
    • Name appears in all pre and post event publicity
    • Recognition in program and invitation (includes honoree)
    • Half-page, four-color ad in program
    • One table of 10 at the luncheon (priority seating)
    • Opportunity to honor one person at table/honoree receives gift
    • Corporate name and honoree name listed in program and slide show
    • Name prominently displayed at luncheon entrance and mentioned verbally
    Distinguished Table Partner with Honoree ~ $1,500.00
    • One table of 10 at the luncheon (preferred seating)
    • Opportunity to honor one person at table/honoree receives gift
    • Quarter-page, four-color ad in program
    • Corporate name and honoree name listed in program and slide show
    Table Partner ~ $750.00
    • One table of 10 at the luncheon
    Individual Ticket ~ $75.00
    One ticket at the luncheon


    ALL SPONSORSHIPS MUST BE RESERVED BY OCTOBER 20, 2017


    If you have questions about the event, please email afpsuncoastchapter@gmail.com.

    • December 19, 2017
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609

    December 2017 Meeting

    •     
    Tuesday - December 19, 2017

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    11:45 LUNCHEON BEGINS

    11:00 Membership Orientation

    LUNCHEON PARTNERSHIP AVAILABLE.



    Applied for 1 hour CFRE Credit



    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    Payments may be paid in advance or at the door.  Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door.  No shows will be billed. 

Past events

May 31, 2017 Pop-Up Networking at our Coffee Chat
May 16, 2017 Take the Fear Out of Asking for Major Gifts
April 18, 2017 Maximizing Fundraising Event Fundamentals: A Necessary Evil
April 04, 2017 Pop-Up Networking at our Coffee Chat
March 21, 2017 The Holistic Relationship begins with YOU
February 21, 2017 Major Gifts Panel
January 17, 2017 Lynne Wester - January Special Session & Luncheon
January 11, 2017 Mix and Mingle - Cooking Demo & Lunch
December 14, 2016 Jingle Jingle Let's Mingle
December 13, 2016 Keeping Off Santa’s Naughty List: What You Need to Know About Fundraising Ethics
November 15, 2016 National Philanthropy Day 2016
October 18, 2016 October Membership Meeting
October 18, 2016 INVITATION ONLY - Developing Your Fundraising Plan
September 20, 2016 Six Steps to Influence and Impact! Developing Your Own Leader Self-Identity - Leader P.O.V.
August 31, 2016 Planned Giving Symposium - 2016
July 19, 2016 Understanding the Powerful Tools Available to the Philanthropist
June 21, 2016 How to Approach Funders
May 17, 2016 Creating Engagement
April 19, 2016 What Your Data is Doing (or Not Doing) for You
March 15, 2016 Fundraising Marketing, Communications & Social Media
March 10, 2016 Professional Development Series
February 16, 2016 Five Secrets to Building a Fabulous Fundraising Board
January 19, 2016 Lynne Wester - January Special Session & Luncheon
December 15, 2015 Member Meeting
November 12, 2015 National Philanthropy Day 2015
October 20, 2015 Philanthropy in Diverse Communities
October 16, 2015 Ethics in Fundraising Workshop
September 15, 2015 Say `Yes' to Advocacy
August 06, 2015 Planned Giving Symposium - 2015
July 21, 2015 July Member Meeting
June 16, 2015 June Member Meeting
June 10, 2015 Mix & Mingle
May 19, 2015 Ten Keys to Success in Creating Sustainable Funding
April 21, 2015 Off the Field & Giving Back

Copyright AFP Suncoast © 2015 | All Rights Reserved 
AFP Suncoast PO Box 1134 . St. Petersburg, FL 33731 . Email: afpsuncoastchapter@gmail.com

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