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The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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BOOT CAMP 101 FOR PLANNED GIVING: FROM THE PERSPECTIVE OF AN ATTORNEY/BOARD MEMBER WHO WANTS YOU TO CLOSE THE DEAL

  • June 08, 2016
  • 11:30 AM - 1:00 PM
  • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

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BOOT CAMP 101 FOR PLANNED GIVING: FROM THE PERSPECTIVE OF AN ATTORNEY/BOARD MEMBER

WHO WANTS YOU TO CLOSE THE DEAL presented by Michael J. Faehner, Esq., LLC

The presentation will cover the basics of a vibrant and solid planned giving program by first analyzing where your programs is and then making sure that you have all of your tools in place to be able to help facilitate not only a gift but the right planned gift for you and your donor.  Much emphasis will be placed on the tools and working with the donor’s advisors to close a specific gift.

June 8, 2016

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

LOCATION:
Holiday Inn St. Petersburg/Clearwater MAP
3535 Ulmerton Road
Clearwater, FL 33762

 Level Two Sponsors:
All Children’s Hospital Foundation
American Cancer Society
Community Foundation of Tampa Bay
National Christian Foundation
PEACE Wealth Management, Inc.
USF Foundation, Office of Gift Planning
The Bank of Tampa

RSVP Deadline: Friday, June 3rd

Reservations made before the reservation deadline:

$20.00 Members | $30.00 Guests

Questions? Email: admin@ppptampabay.org
Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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