Planned Giving Symposium - 2016

  • August 31, 2016
  • 7:30 AM - 12:00 PM
  • Lions Eye Institute, 1410 North 21st Street, Tampa FL 33605


  • AFP OR PPP Members

4th Annual Planned Giving Symposium
Taking Care of Business

Wednesday, August 31, 2016

Business owners must, at some point, put a plan in place for the succession of their business when they are no longer willing or able to run it.  Will it just be closed and forgotten?  Will it be passed on to children? Will it be sold? The business owner needs to talk over his options with trusted, knowledgeable financial and legal professionals, and work to put a plan in place that best meets the needs of that business owner.  A savvy advisor will be able to present the available options for the personal situation of their client and the type of business their client owns.

Similarly, every charity, small and large, has relationships with donors who are business owners. How do development professionals identify and communicate with those donors about their businesses and whether they have considered including a charitable component to their business succession plan.

The fourth annual Planned Giving Symposium, hosted by the Partnership for Philanthropic Planning of Tampa Bay and the Association of Fundraising Professionals Suncoast Chapter will focus on business succession planning from the perspective of the financial/legal professionals helping their clients create a business succession plan, as well as from the perspective of development professionals, who need to understand what options are available to business owners, and how and under what circumstances a charitable component can be included in that planning, so they can have meaningful conversations with their donors about including their charity in their business succession planning.

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 Approval - Approved for 3 Points


Session 1 ~ Understanding the Exit Planning Journey for Business Owners:  Untapped Giving Opportunities You Don’t Want to Miss presented by Michael Beduze

Take a journey through the process that every business owner must traverse as they consider exiting their business…their “baby.” Learn how human dynamics between owners, key employees and family members determine the success or failure of the owner’s exit plan…and, ultimately, the survivorship of the business....and how your organization can benefit. Some of the topics to be covered include:

  • The Role Philanthropy Plays in the Exit Planning Process.
  • How Your Organization can Position Itself to Benefit from Baby Boomers Exiting Their Businesses.
  • Understanding the Process Related to Leadership Succession and Business Transition.
  • What You Need to Know to Understand the Thinking of the Exiting Business Owner.
  • The Conversation to Have with Business Owners that Lead to Ultimate Gifts.

1. For Financial & Legal Professionals

Bill McQueen will present:  Successful Incorporation of Charity into the Business Exit Plan

Many successful business owners also are major supporters and benefactors of various charitable organizations.  For these owners, a charitable component can be included in their business exit plans and with proper planning create a win-win-win solution for the current business owner, the business owner’s successors and the charity.  This session will explore several possible exit strategies and solutions primarily through the use of case studies with a particular emphasis on the type of legal entity that is the owner’s company.

2. For Development Professionals

Sara Leonard will moderate a discussion of the strategies to identify and cultivate small business owners.  Will use real-life examples to illustrate the steps in the process.

Panel Breakout Participants:

  • Christopher Swink, Senior Director ~ BNY Mellon Wealth Management
  • Daryl DeBerry, Director of Development ~ Museum of Fine Arts
  • Marion Yongue, CAP, Assistant Vice President of Development Gift Planning ~ USF Foundation

Panel Discussion ~ A Conversation with a Business Owner, his Advisor and his chosen Charity about the process of creating his business succession plan

Attorney Vit Gulbis  - Moderator


Bob Collins, National Christian Foundation - Development Professional

Dax Nelson – the donor's estate planner 

Jay Fechtel – the donor; He's CEO of The Fechtel Company, a custom home builder



Lions Eye Institute - MAP
1410 N. 21st Street
Tampa, FL 33605


$55.00 - AFP OR PPP Members

$65.00 - Guests


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