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.

Board of Directors

PRESIDENT       

                                 

VIT GULBIS

VITAUTS M. “VIT” GULBIS. VIT GULBIS IS A PARTNER IN THE LAW FIRM OF JOHNSON POPE BOKOR RUPPEL & BURNS, LLP AND IS BOARD-CERTIFIED IN TAXATION BY THE FLORIDA BAR. HIS PRACTICE INCLUDES TAX PLANNING FOR INDIVIDUALS AND REPRESENTING CLOSELY-HELD BUSINESSES IN BUSINESS TRANSACTIONS, FINANCINGS, AND MERGERS AND ACQUISITIONS. HE REGULARLY REPRESENTS TAX-EXEMPT ORGANIZATIONS IN TRANSACTIONAL, GOVERNANCE AND TAX COMPLIANCE MATTERS. VIT GULBIS HOLDS DEGREES FROM THE UNIVERSITY OF MINNESOTA (B.A. AND J.D.), UNIVERSITY OF FLORIDA (LL.M. – TAX) AND THE UNIVERSITY OF ROCHESTER (M.B. A. – FINANCE), AND IS LICENSED TO PRACTICE LAW IN FLORIDA AND NEW YORK.


PRESIDENT ELECT


STEPHEN KUBASEK

Stephen Kubasek is Director of Advancement Services & Planned Giving at Saint Leo University. Stephen is a graduate of Saint Leo and has worked in the Advancement division for over 7 years, gaining experience in major gifts, planned gifts, and managing data to optimize fundraising decisions through analytics.


IMMEDIATE PAST PRESIDENT

MARION YONGUE

MARION T. YONGUE, CAPĀ®  IS THE ASSISTANT VICE PRESIDENT OF DEVELOPMENT FOR GIFT PLANNING AT THE UNIVERSITY OF SOUTH FLORIDA. HE WORKS WITH INDIVIDUALS TO CREATE CHARITABLE ESTATE PLANS TO TRANSFORM LIVES. HE HAS WORKED AS A PHILANTHROPIC ADVISOR FOR OVER 16 YEARS WITH PRIOR ROLES AT WEDU (FLORIDA WEST COAST PUBLIC BROADCASTING, INC.) AND THE MOFFITT CANCER CENTER FOUNDATION.


TREASURER


LYDIA BAILEY


VICE PRESIDENT FOR PROGRAMS

BETH FONTES

Beth Fontes is Director of Development with Morton Plant Mease Health Care Foundation with a focus on major and planned gifts.  Beth has over fifteen years of fundraising experience – working at various charitable organizations in the Tampa Bay community, including the American Cancer Society, LifePath Hospice, and most recently as Director of Development at the University of South Florida College of Engineering.  Beth earned a Bachelor of Science Degree in Communications at the University of Texas, Austin. She obtained her Certified Fundraising Executive (CFRE) in September of 2015 and is a Competent Communicator and Competent Leader with Toastmaster International.


BOARD OF DIRECTORS


BEVERLY MCLAIN

Beverley is currently Senior Vice President for Philanthropic Services at the Community Foundation of Tampa Bay where she serves as the Foundation’s professional advisor liaison. Beverley has been with the Community Foundation for almost 14 years, is a member of the Pinellas, Tampa Bay, North Suncoast and Suncoast Estate Planning Councils, serves as a Board member of the Nonprofit Leadership Center of Tampa Bay on its Governance Committee, and serves on the Board and on the Program Committee of the Partnership for Philanthropic Planning. She previously was a member of the Planned Giving Committee for the Crisis Center.





MARK ROMANO

Mark Romano is an Associate Planned Giving Director with The Salvation Army.  He is a graduate of Southeastern University, Lakeland, FL and is currently completing his CGPP certification with Crescendo Gift College.

Mark is completing his eighth year in Planned Giving but has been in fundraising for 25 years.

He has a background in pastoral ministry so working in Planned Giving for The Salvation Army is a wonderful fit focused on building relationships and helping donors accomplish their philanthropic goals.

Life is good for Mark and his wife, Stacy as they just celebrated 32 years of marriage. They have three wonderful adult children- 2 sons and a daughter as well as our four-legged adopted son- a sporty dachshund.

When not working in fundraising Mark enjoys family, reading, study, travel, strong coffee and stimulating conversation. He stays active and enjoys fitness, strength-training and outdoor therapy, as he is an avid cyclist!



Charitable Gift Planning of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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