Planned Giving Symposium - 2015

  • August 06, 2015
  • 8:30 AM - 1:30 PM
  • Gibbons Alumni Center University of South Florida, Traditions Hall


  • AFP OR PPP Members

Planned Giving Symposium

It's All in the Family

Thursday, August 6, 2015

8:30 a.m. ~ Registration/Continental Breakfast

9:00 a.m. ~ Welcome & Session 1

10:30 a.m. ~ Session 2

Noon ~ Panel Discussion/Lunch

1:30 p.m. ~ Closing


Gibbons Alumni Center - Traditions Hall
University of South Florida - MAP
4202 E. Fowler Avenue
Tampa, FL 33620


Session 1 ~ The Psychology of Money in Legacy Planning presented by Holly Thomas

Why do some potential donors easily execute documents, or write checks, while others stall for years? What is it about a person’s makeup that enables them to talk about their legacy with ease, while others want to deny, even in the face of serious illness, accepting mortality? How can we help donors keep momentum through the maze of detailed decisions that can accompany planned gifts? Do you ever wonder why some donors even engaged in a legacy planning conversation in the first place?

These are just a few of the questions Holly Thomas, author of The Mindful Money Mentality: How to Find Balance in Your Financial Future, will address in her keynote presentation on August 6.  Stemming from decades of research on connections between money, happiness, and fulfillment, participants will come away with:

- Questions to ask before a conversation about mortality and death

- Ways to help donors and their professionals avoid analysis paralysis

- How to understand and identify eight main money personalities, and effective approaches for each

- Identifying major habits and attitudes in six money categories that can help or hinder legacy planning.

Known for her humor and authenticity, join Holly as she connects academic research to real world conversations that professionals have about legacy planning.

Session 2 ~ Philanthropy & Family Legacies - Connecting with Your Best Donors presented by Joan K. Crain

This presentation illustrates the wonderful role that Philanthropy can play in helping families with significant assets achieve a successful multi-generational wealth transfer.  It illustrates a way that charities can engage their HNW donors in discussions that initially focus as much on the future of their families as on their giving, then use this rapport and natural entrée into exploring ideas for family gifting programs.

Panel Discussion


Holly Thomas ~ BIO

Joan K. Crain ~ BIO

CFRE Approval - Approved for 3 Points



$55.00 - AFP OR PPP Members

$65.00 - Guests

Parking compliments of USF Gift Planning


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