5th Annual Planned Giving Symposium
Wisdom, Women & Wealth
Friday, August 25, 2017
8:30 a.m. ~ Welcome
8:45 a.m. ~ Session 1 ~ Women as Philanthropists: The Synergy of Voice, Values and Vision ~ Margaret May Damen, CFP, CLU, ChFC, CAP - President & CEO, The Institute for Women and Wealth ~ BIO
9:45 a.m. ~ Session 2 ~ Blended Giving & Gift Planning - Achieving Your Goals ~ Christopher Kelly, Planned Giving Product Specialist - PNC Institutional Advisory Solutions ~ BIO
11:00 a.m. ~ Panel Discussion moderated by Louanne Saraga Walters, My Video Voice Productions
Noon ~ Closing
Session 1 ~ Margaret May Damen, CFP, CLU, ChFC, CAP ~ The 21st Century is the defining time for Women as philanthropists. Management guru Tom Peters calls women “the largest national economy on earth.” Women are rewriting the rules of philanthropy by their ability to transfer the abundance of their economic power into a meaningful philanthropic legacy that greatly impacts the social, civil, and cultural agendas in their community. This fusion of affluence and altruism ensures that the life a woman lives will become the legacy she will leave. The good news is that engaging in philanthropic endeavors gives every woman a platform and a place of leadership to express her R.E.A.L voice, values, and vision to make a difference and leave a legacy.
CFRE Applied - 3 Points
SPONSORSHIP OPPORTUNITIES AVAILABLE ~ CLICK HERE FOR MORE INFORMATION
Ferguson Law Center
$55.00 - AFP OR PPP Members
(PPP Members register HERE)
$65.00 - Guests
Join us for an AFP Suncoast Pop-Up Networking Event!
This informal meet-up offers a great opportunity to have coffee and meet fellow fundraising professionals. Our host for this event will be our AFP Suncoast Chapter President Elect JL Wagner. Don't miss out on this fun way to network with your fellow AFP Members and learn more about AFP.
JL Wagner, AFP Suncoast Chapter President Elect will be our host.
The event is free and open to AFP and non-AFP members.
No registration is required!
Note: The Blind Tiger will be providing complimentary non-specialty coffee.
Mark Fernandez, Senior Vice President , Chief Marketing And Communications - USAmeribank
Gregory Wright, Community Affairs Manager - Duke Energy Foundation
Amy Rettig, Senior Vice President, Public Affairs - Nielsen
Moderator: Emily Benham, CEO - Nonprofit Leadership Center of Tampa Bay
Join us for a panel discussion on securing corporate support. Topics will include how organizations determine their corporate values, how we as nonprofits can align to those values, event sponsorship vs. program support, and best ways to approach and to steward corporate donors.
11:30 AM - 1:00 PM
Doors open at 11:30 AM
11:45 LUNCHEON BEGINS
11:00 Membership Orientation
Applied for 1 hour CFRE Credit
$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.
Join us at 11:00 for Member Orientation - prospective, new and current members are welcome!
LUNCHEON PARTNERSHIP AVAILABLE.
Presenting Sponsor (SOLD) ~ $7,500.00
If you have questions about the event, please email firstname.lastname@example.org.