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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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Conversation - Creating a Meaningful Charitable Gift

  • October 05, 2016
  • 11:30 AM - 1:00 PM
  • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

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October 5, 2016

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

Conversation with a local philanthropist and his attorney about the important partnership between a professional advisor and a donor in creating a meaningful charitable gift.  We will cover  how and why donors choose to create an estate gift, going beyond simple bequests, the role of the attorney in bringing up charitable giving, making sure you don’t overlook the “millionaire next door” and how donors feel about informing the organization and receiving recognition.

If you have a question you’d like to ask the panel, please submit it to admin@ppptampabay.org.  We will do our best to accommodate as many questions as possible.

 Moderator

Geoff Simon

Managing Director

Raymond James Wealth Management, Tampa

 

Panel

Alan Bomstein

President & CEO

Creative Contractors, Inc., Clearwater

 

Bruce Bokor

Attorney

Johnson Pope Bokor Ruppel & Burns, LLP, Clearwater


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
PEACE Wealth Management, Inc.
USF Foundation, Office of Gift Planning
The Bank of Tampa

RSVP Deadline: Friday, September 30th

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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