Building Confidence with Planned Giving
Learn about tangible property charitable gifts, tax changes and leveraging
AI in charitable planning
Target audience:
Fundraising generalists, professional advisors, CAPs, and gift planners.
Networking opportunity with fundraisers, donors, executive directors, consultants, and grant writers
August 20, 2024 - 8:00 a.m. to 12:00 p.m.
Location
Suncoast Hospice/Empath Health
5771 Roosevelt Blvd., Clearwater FL 33760
This program has been approved for 3 hours of CFRE credit, accepted by The Florida Bar with 3.5 hours of General CLE and 1 hour of Technology credits AND has also been accepted by CFP Board for three (3) hours of continuing education. Credits may also be applied toward professional recertification requirements for CAP®, CLU®, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.
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7:30 a.m.
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Registration and Networking and Exhibitors
Breakfast
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8:00 a.m.
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Welcome
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8:10 a.m. – Session 1
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Converting Non-Cash Passion Assets into Charitable Impact
This presentation will educate the attendees on the state of the art and collectible markets. The attendees will also understand how to use non-cash passion assets toward philanthropic impact and also how to create a legacy using collections.
TOPICS COVERED –
When are art, jewelry and collectibles considered a valuable asset?
How can these assets be used toward charitable impact?
How can a legacy be created using non-cash passion assets?
What are the benefits of gifting non-cash passion assets to a donor advised fund? How can a charity accept non-cash passion assets?
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Colleen Boyle. CAP®
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9:00 a.m.
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Break – Sponsor Tables |
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9:30 a.m. – Session 2
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After the Sunset: Charitable Gift Planning in Light of Expiring Tax Provisions The individual tax provisions of the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of 2025 absent Congressional action. What will that mean for your donors and their charitable giving? We will explore the potential tax implications and opportunities.
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Toria Bartlett, CPA
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10:30 a.m.
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Break – Sponsor Tables |
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11:00 a.m. – Session 3
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Leveraging AI in Charitable Gift Planning
for 2024 and Beyond In this presentation, Paul Caspersen, CFP®, AEP®, MS will provide the latest information and trends in the dynamic evolution of AI in charitable gift planning. Participants will delve into a systematic 5-step process for analyzing charitable gifts, juxtaposed with the latest planned giving research tools. Caspersen will discuss best practices for incorporating AI and other technologies into technical planned giving research, and donor communication. Through compelling case studies, he will illustrate the successful integration of these technologies in the field. The session will be enriched by interactive dialogue, inviting audience contributions on their current use of AI in planned giving strategies. This presentation promises to furnish attendees with actionable insights
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Paul Casperson, CFP®, AEP®, MS
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| 12:00 p.m. |
Adjourn
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Thank You to Our Sponsors
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Program Fee
AFP Member - $60.00
Guest - $80.00
The program will only be offered in-person.
AFP Tampa Bay aims to be accessible and inclusive to all of our members and guests. If you require special accommodations, please let us know via email so we can plan to make adjustments to the program
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Sponsorship Opportunities
Download Sponsorship Information by CLICKING HERE
$2,500 PRESENTING SPONSOR
- Eight (8) attendees for the 12th Annual Planned Giving Symposium.
- Recognition at the sponsored program through a personal introduction by the AFP Tampa Bay/CGP Tampa Bay Presidents
- Opportunity to address the audience (3 Minutes).
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Opportunity to have a promotional display table at the Symposium.
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Opportunity to distribute promotional materials to each attendee.
Logo featured:
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In pre and post event Symposium communications
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On event PowerPoint and verbally mentioned at the Symposium
- On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
- In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
- Logo included in the AFP Tampa Bay National Philanthropy Day program as an AFP Tampa Bay partner.
- Opportunity to have one (1) email from your organization sent to CGP Tampa Bay contact list before or after the Symposium, your choice. An exclusive offer may be included in the email.
- Opportunity to have one (1) article in the AFP Tampa Bay monthly newsletter.
- Opportunity to offer a drawing and collect business cards of attendees at the Symposium.
- Industry Exclusivity
$1,000 CONTRIBUTING SPONSOR
- Four (4) attendees for the 12th Annual Planned Giving Symposium.
- Opportunity to have a promotional display table at the Symposium.
- Opportunity to distribute promotional materials to each attendee.
Logo Featured:
- In pre and post event Symposium communications
- On event PowerPoint and verbally mentioned at the Symposium
- On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
- In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
- Opportunity to offer a drawing and collect business cards of attendees at the Symposium.
$500 FIRST TIME OR NONPROFIT SPONSOR
- Two (2) attendees for the 12th Annual Planned Giving Symposium.
Logo Featured:
- In pre and post event Symposium communications
- On event PowerPoint and verbally mentioned at the Symposium
- On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
- In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
- Opportunity to offer a drawing and collect business cards of attendees at Symposium.
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Applied for 3 hours CFRE
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Speaker Bios
TORIA BARTLETT, CPA
Toria has more than 35 years of public accounting experience in the UK and US. In the last decade, she was a partner in a large national firm and an owner in a well-regarded St. Petersburg based firm. She is a licensed CPA in Florida and Pennsylvania and a long-standing member of the AIPCA and FICPA. She is a past president of the Suncoast Estate Planning Council, has authored articles for CPA journals, and presented tax topics for many professional organizations. Toria started VRB Tax & Consulting to follow her passion of working closely with clients navigating tax laws, estate planning, and succession planning. Toria volunteers with the Early Learning Coalition’s Reading Pals initiative and is the treasurer of Realize Bradenton. In her spare time, she enjoys drawing, crossword puzzles, and cycling around beautiful Manatee County.
Colleen Boyle, CAP®, The Fine Art Group
Colleen brings over 20 years of diverse experience in the art and financial world to The Fine Art Group. She has valued art and collectibles for international corporations, museums, and private collectors across the globe. Colleen has provided legal analysis for court cases involving art valuation and identification.
Colleen earned a diploma in French Fine and Decorative Arts at Christie’s in Paris as well as a Masters in Art History from The University of Saint Thomas and a Bachelor of Arts degree in Economics from The College of William & Mary. Colleen is a founding member of the Private Risk Management Association (PRMA) and is a board member for the Professional Advisors to the International Art Market (PAIAM).
Having earned the Chartered Advisor in Philanthropy designation (CAP®), Colleen regularly assists clients with monetization strategies of tangible assets for charitable endeavors as well as identifying institutions for direct donations. She is a nationally sought-after speaker and conducts presentations, podcasts and Continuing Education classes on diverse topics pertinent to art and collectibles. Colleen is also featured in a documentary titled “The Real Fake.”
Paul Casperson, CFP®, AEP®, MS
Paul Caspersen brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 26 years of financial, estate, and charitable planning experience. Between 2012-2022, he served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, where his Gift Planning team closed $1.25 billion (of the Campaigns $4 billion total) in deferred gifts and outright gifts of complex assets. Prior to his position at the University of Florida, he led the Gift Planning program at Iowa State University. Before specializing in planned giving, Paul spent a decade working in financial services. Paul is the founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. PGI is an affiliate organization to Charitable Solutions LLC, the largest national consulting firm that provides charities with risk management solutions for non-cash donations and charitable gift annuities. He is also a national board member of The National Association of Estate Planners & Councils (NAEPC), which has over 270 member estate planning councils and provides services to their estimated 30,000 individual members. In 2011 Caspersen published the book “Direction Memo: How to Write a Letter of Instructions for Your Estate Plan,” and is regularly published in peer-reviewed journals such as Trusts & Estates. Caspersen graduated with honors from the College for Financial Planning, in Denver, CO with a master’s in financial planning & taxation and an undergraduate degree from the University of Northern Iowa in Business Communications. When not working, Paul enjoys marathon training, cooking, golfing, and spending time with his wife Dana and two sons, Gabe and Garner.
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Meeting Guidelines
AFP Tampa Bay recognizes the importance of personal connection, but your health is our priority. We continue to monitor the community level for our area and follow CDC recommendations.
We ask that you not attend if:
- You have recently tested positive for COVID-19. Use the self-evaluation tool HERE to determine when you may return to in-person meetings after testing positive.
- You have been recently exposed to someone with COVID-19.
- You are waiting on COVID-19 test results.
- You feel you may be becoming sick, running a fever, or experiencing any symptoms associated with COVID-19 such as fever, cough, or shortness of breath.
