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• 12th Annual Planned Giving Symposium - Building Confidence with Planned Giving

  • When
    August 20, 2024
  •  
    8:00 AM - 12:00 PM
  • Location
    Suncoast Hospice/Empath Health 5771 Roosevelt Blvd., Clearwater FL 33760

  Register

  
  

  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

  7:30 a.m.	Registration and Networking and Exhibitors Breakfast
  8:00 a.m.	Welcome
  8:10 a.m. – Session 1	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?	Colleen Boyle. CAP®
  9:00 a.m.	Break – Sponsor Tables
  9:30 a.m. – Session 2	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.	Toria Bartlett, CPA
  10:30 a.m.	Break – Sponsor Tables
  11:00 a.m. – Session 3	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	Paul Casperson, CFP®, AEP®, MS
  12:00 p.m.	Adjourn

  
  

  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).

  • 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)
  • 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 12^th 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 12^th 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.

  Show details
• Arts and Culture Affinity Group - AFP Tampa Bay

  • When
    September 11, 2024
  •  
    12:00 PM - 1:00 PM
  • Location
    Zoom
  • Spaces left
    20

  Register

  

  MEMBERS ONLY

  Arts & Culture Affinity Group

  Wednesday, September 11, 2024 at Noon

  Zoom
  

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  Discussion Topic: Size Matters - How to right-size your team and make your case for additional positions.
  

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  AFP Tampa Bay has several affinity groups that are topic related. These smaller gatherings are for members only to create an opportunity to network and ask questions.

  Daryl DeBerry, Andrea Nalls, and Debbie Sokolov will moderate a conversation relating to topics on arts and culture philanthropy.

  You don’t need to be a part of an arts or cultural organization. Just come ready to contribute to the conversation.

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  Affinity Group is limited to 20 registrants

  AFP Tampa Bay MEMBERS ONLY

  
  

  Show details
• 6th Annual Conference - AFP Tampa Bay

  • When
    September 17, 2024
  •  
    8:00 AM - 2:00 PM
  • Location
    Suncoast Hospice/Empath Health 5771 Roosevelt Blvd., Clearwater FL 33760

  Register

  
  

  AFP Tampa Bay Conference

  Tuesday, September 17, 2024

  Suncoast Hospice/Empath Health

  
  

  Conference Schedule:

  8:00 a.m.	Headshots, Networking, Light Breakfast and Coffee
  8:55 a.m.	Welcome - Opening Remarks
  9:00 a.m.	The Power of a Survey Lauren Elliott, Director of Planned Giving, Georgia State University
  10:00 a.m.	Break
  10:15 a.m.	Session Title To Be Announced Ian M. Adair, MS, CNP, ACNP, Director, Leadership Development & Credentialing, Association of Fundraising Professionals (AFP-Global)
  12:15 p.m.	Buffet Lunch
  12:30 p.m.	Tampa General Hospital Foundation: Gala - Case Study Taylor Traviesa Baker, Interim Vice President Development & Major Gifts Jocelyn Koenig, CFRE, Executive Director, Operations & Donor Engagement Marcy Kornfeld, Senior Director of Events & Corporate Partnerships Frann Leppla, Senior Vice President & Chief Philanthropy Officer Jamie Powell, Executive Director of Events & Corporate Partnerships
  2:00 p.m.	Conclude

  
  

  Conference Fee: AFP Members $99, Guests $130

  (includes digital headshot, coffee, light breakfast and lunch)

  
  

  Lauren Elliott, Director of Planned Giving Georgia State University	The Power of a Survey Learning Objectives: What will attendees know or be able to do at the end of your session? Draft a planned giving survey. Create three or more cultivation emails that continue the conversation started by the survey. Understand how to use the results of the survey and follow-up communications to qualify donors. Description: In a dream world I could walk beside prospects, tapping them on the shoulder every day or so to ask, "Is now the right time for you to make a planned gift?" While (thankfully) I cannot do that, I can create a simple campaign that 1) prompts donors to reflect on their deep connection with my organization 2) uncovers planned gifts that have already been documented by the donor but of which the organization is unaware 3) starts a conversation with donors who are considering making a planned gift to my organization. You will walk out of this session with a drafted planned giving survey and three cultivation emails, better equipped to decide if a survey is right for your shop and whether or not it is something you want to outsource. Laptops are encouraged.
  Ian M. Adair, MS, CNP, ACNP, Director, Leadership Development & Credentialing Association of Fundraising Professionals (AFP-Global)	Session Title To Be Announced
  Taylor Traviesa Baker, Interim Vice President Development & Major Gifts Jocelyn Koenig, CFRE, Executive Director, Operations & Donor Engagement Jamie Powell, Executive Director of Events & Corporate Partnerships	Tampa General Hospital – Gala and Special Events Case Study Learn how Tampa General Hospital Foundation’s special events have evolved over the years from pre-Covid to post-Covid. The TGH Foundation team will discuss the success of their previous special events fundraising model, and what changes they have made to increase their return-on-investment, including a game-changing decision to eliminate all night-of revenue enhancers from their gala (including live and silent auctions, Bid-from-the-Heart, 50/50 raffle, wine pull, other games). The team will share how leadership and board members were involved with, and how they reacted to these changes and most importantly, how did their donors and attendees respond? They will provide us with some gala performance metrics and how they are planning to utilize all of their special events for both annual and campaign fundraising. Join us for this lively case study panel, Q&A, and learn how you might implement some of these changes in your organization.

  
  

  SPEAKER BIOS

  Lauren Elliott - I found my way into fundraising via my love for the arts, but I stayed because of my love for donors and the impact individual generosity can make on an organization. Over my 15 years in fundraising, I’ve zoomed in on my strength in creating efficient processes that lead to more money being raised for an organization’s mission. After time at the High Museum of Art, Atlanta Ballet, and American Ballet Theatre, I am thrilled to now be a part of University Advancement at Georgia State University.

  Ian M. Adair, MS, CNP, ACNP -

  Ian Adair has spent a career building successful nonprofits. Ian is a three-time nonprofit CEO, TEDx speaker, and recognized expert in leadership, fundraising, and nonprofit management. Over his 25+ year career he has raised tens of millions of dollars, managed regional and national programs, and presented at more than 200 conferences and events around the world. Ian is also a speaker, author, and advocate concerning mental health and wellness in the workplace and works with organizations around the country to improve employee engagement, recognition, and retention – with the goal of enhancing the employee experience. Ian is one of the leading voices in a movement to encourage nonprofit and corporate leaders to take bold action to support the health and well-being of our workforce.

  Ian is the Director of Leadership Development and Credentialing at the Association of Fundraising Professionals global office in Arlington, Virginia. Ian is currently leading AFP’s largest leadership development effort to date to support the next generation of fundraising leaders to fill the ever-growing leadership gap currently happening across the nonprofit sector.

  Taylor Baker - Taylor serves as the Interim Vice President of Development for Tampa General Hospital’s Foundation with a fundraising focus on Behavioral Health, the Heart & Vascular Institute, the Women’s Institute, and the Muma Children’s Hospital. Her non-profit career began as an intern at Johns Hopkins All Children’s Hospital in 2008 while attending college. After graduation, she accepted a full-time position with All Children’s and gained experience in management, event oversight, major gifts, grateful patient program development and the strengthening of faculty engagement in philanthropy during her 9-year tenure with the organization.

  In 2019, she joined the TGH Foundation team as Director of Development and was promoted to Senior Director of Development in 2022. Taylor graduated from the University of Florida with a Bachelor of Science in Public Relations and has an MBA from the University of South Florida Muma College of Business. She is a Certified Fundraising Executive (CFRE), former board member of the St. Petersburg Chamber of Commerce, Leadership St. Pete Class of 2014 alumni, UF Florida Blue Key alumni, named a Tampa Bay Business Journal Up and Comer, is active in the Junior League of Tampa, the Tampa Bay Chamber’s Women of Influence and Public Policy Council and a member of the 2022 Class of LEAD TGH.  She was named a top 40 under 40 award winner by the Association of Healthcare Philanthropy in 2023. She has previously served on the AFP Tampa Bay’s Board as Ethics Chair.  She is a Tampa Bay native and enjoys spending time outside with her husband, Joey, son, Wilder, and daughter, Poppy.

  Jocelyn Koenig - Jocelyn Koenig has worked in nonprofit development for nearly twenty years, with experience in annual giving, major gifts, advancement services, prospect research, events, and analytics. Prior to joining TGH in 2016, Jocelyn helped launch All Children’s Hospital’s capital campaign, led Eckerd College’s annual giving efforts during its $80M campaign, and led Tampa’s first day of giving, Give Day Tampa Bay. Jocelyn was one of the first in the country to become Blackbaud Certified (bCRE-Pro) and has held her CFRE since 2017. Jocelyn has served on several nonprofit boards, including Guardian ad Litem Foundation, Creative Clay, and the Nash Foundation. Jocelyn finds joy in the ability to “pay forward” the good health of her husband, Darren, who received a life-saving heart-lung transplant 20 years ago. Along with their son, Edan, named after Darren’s organ donor, they are proud donors to the TGH Transplant Program.

  Marcy Kornfeld - Marcy Kornfeld joined the TGH Foundation in 2019 and has almost twenty years of nonprofit event planning experience. In her first role out of college she worked at a private school in Los Angeles with many notable alumni and parents, and quickly learned that the guest experience is a key factor to fundraising success. In her previous role at the University of South Florida, she developed, managed, and executed logistics for over 50 programs annually including career highlights of commencement activities and renting a body of water for a concrete canoe competition. Her strategic vision, flexibility, relationship skills and creativity can directly relate to the success she has seen within her special events at TGH. Marcy was a member of the LEAD 2023 class of TGH’s leadership platform for professional growth. She serves on multiple local boards, dappling in roles other than event planning. Marcy is originally from Southern California and holds a bachelor’s degree in Sociology from Sonoma State University. When not at TGH, you can find Marcy spending time with her husband Brian sharing their love of live music, traveling, trying new restaurants, and spending countless hours at youth sporting events with their twin boys who were born at TGH in 2014.

  Frann Leppla - Frann Leppla believes that world-class healthcare has the greatest ability to improve lives and strongly advocates for philanthropic investment as the fuel for health systems to provide such care. Joining the Tampa General Hospital Foundation in 2018, Leepla brings over 12 years of both for-profit and non-profit exeutive leadership to her role. As the Senior Vice President and Chief Philanthropy Officer, she is a dynamic leader who directs sustainable fundraising initiatives to benefit the Tampa General Hospital (TGH) system and its patients.

  Before joining the Foundation, Frann served as the Senior Director of Development at USF Health, helping the University of South Florida reach $1.1 billion in capital for its “unstoppable” campaign. From 2011-2016, she was the director of Development and Strategic Initiatives for the Herbert Wertheim College of Engineering at the University of Florida where she led a $300 million targeted campaign as part of the University’s overall $1.72 billion capital campaign, “Florida tomorrow”. With expertise working with both health care and higher education organizations, Leppla offers a unique perspective, especially valuable within academic medical centers such as TGH. Leppla came to non-profit advancement following a highly successful 16-year sales and sales leadership career in private industry.

  The TGH hospital system is currently undergoing the most transformational period in its history as it expands the depth and breadth of its services, increases its geographic footprint, and assembles new alliances. Under Leppla’s hand, the TGH Foundation has launched its first ever fully comprehensive campaign --- ELEVATING EXCELLENCE: Innovating Tomorrow’s TGH --- which is a six-year, $200M initiative that is the catalyst to build modern and technologically advanced facilities, programmatic support for key strategic priorities, and system-wide initiatives which will further advance the mission of the institution.

  Jamie Powell - Jamie Powell joined the Tampa General Hospital Foundation in April 2015 as the Special Events Manager and during her tenure, she helped increase event income to the highest levels in history. Jamie utilized her relationships with corporations to develop the Corporate Philanthropy Partners program in February 2021, which has increased corporate giving year over year. She was promoted to Executive director, Events & corporate Partnerships in 2022. Her career in non-profit development began in 2007 and has spanned programming, events, fundraising, leadership, and volunteer management. Prior to joining the TGH family, Jamie worked as the Associate Director of Alumni Relations & Special Events for Nova Southeastern University and Development Manager for the American Cancer society. Jamie holds a bachelor’s degree from the University of Central Florida, and her MBA from Nova Southeastern University. She enjoys traveling, hiking, camping, and has a goal of visiting all of the national parks with her husband Patrick and sons, Owen and Michael, who were both born at TGH.

  Show details
• AFP Tampa Bay Monthly Networking & Education - October

  • When
    October 15, 2024
  •  
    11:30 AM - 1:00 PM
  • Location
    TBD

  
  

  
  

  Show details
• National Philanthropy Day 2024

  • When
    November 14, 2024
  •  
    11:15 AM - 2:00 PM
  • Location
    The James Museum of Western and Wildlife Art, 150 Central Avenue, St. Petersburg FL 33701

  Register

  

  National Philanthropy Day 2024

  Partner:

  
  

  Thursday, November 14th

  11:15 a.m. Registration & Networking

  Noon Lunch & Program

  Sponsor Levels

  Friends of Philanthropy ~ $5,000.00 (Early bird $4,950.00)

  • 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 lunch – 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 lunch 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 (Early bird $2,450.00)

  • 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 lunch (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 ~ $1,750.00 (Early bird $1,700.00)

  • One table of 10 at the lunch (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 ~ $850.00 (Early bird $800.00)

  • One table of 10 at the lunch

  Individual Ticket ~ $85.00
  

  • One ticket at the lunch

  EARLY BIRD DEADLINE: AUGUST 9th If you have questions about the event, please email Chandra by clicking HERE

  Show details
• Arts and Culture Affinity Group - AFP Tampa Bay

  • When
    December 04, 2024
  •  
    9:00 AM - 11:00 AM
  • Location
    Panera Bread, 2285 Ulmerton Road, Clearwater FL 33762
  • Spaces left
    20

  Register

  

  MEMBERS ONLY

  Arts & Culture Affinity Group

  Wednesday, December 4, 2024 at 9:00 a.m.

  Panera Bread

  2285 Ulmerton Road, Clearwater FL 33762
  

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  Discussion Topic: Having a Seat at the Table - How Development Should Be Included.

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  AFP Tampa Bay has several affinity groups that are topic related. These smaller gatherings are for members only to create an opportunity to network and ask questions.

  Daryl DeBerry, Andrea Nalls, and Debbie Sokolov will moderate a conversation relating to topics on arts and culture philanthropy.

  You don’t need to be a part of an arts or cultural organization. Just come ready to contribute to the conversation.

  *********************

  Affinity Group is limited to 20 registrants

  AFP Tampa Bay MEMBERS ONLY

  
  

  Show details
• AFP Tampa Bay Monthly Networking & Education - December

  • When
    December 17, 2024
  •  
    11:30 AM - 1:00 PM
  • Location
    TBD

  
  

  
  

  Show details
• Planet Philanthropy 2025

  • Start
    June 09, 2025
  • End
    June 11, 2025
  • Location
    Rosen Centre Hotel - Orlando, FL

  
  

  For more information on the Florida Caucus and Planet Philanthropy - please click HERE
  

  Show details