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.

Upcoming events

    • August 24, 2018
    • 7:30 AM - 12:00 PM
    • Ferguson Law Center
    Register

    6th Annual Planned Giving Symposium


    Welcome to the Table: Reaching Diverse Communities 

    Friday, August 24, 2018


    LOCATION:

    Ferguson Law Center


    7:30 a.m. ~ Registration/Breakfast

    8:30 a.m. ~ Welcome

    8:45 a.m. ~ The Future Faces of Philanthropy  

    • Dr. Luz D. Randolph, USF Foundation

    America is in the midst of a cultural shift and so is philanthropy. Philanthropy as we know it is no longer the same. There is a hasty increase in available data as well as in the tools which analyze and interpret such data. There is new fundraising technology and an increase in the diversity of our donors. Are our current fundraising efforts aligned with the changes? Are we, as an organization, speaking the language of our future donors? Do we have the cultural competency to reach all who might support nonprofits?  This presentation will focus in ways that your organization can foster a culture of diverse philanthropy.

    9:45 a.m. ~ Session 2  Panel Discussion

    Diverse Advisors: Planning Your Gift – Setting a Place for Clients


    CPA, ATTORNEY, DEVELOPMENT PROFESSIONAL

    • Luz Randolph, Development Officer, Diversity Initiatives University of South Florida
    • Catherine Blackburn, ATTY
    • Oscar Ortiz, CPA

    11:00 a.m. ~ Panel Discussion 

    Diverse Donors: Your Recipes for Giving 



    Donors

    • Derrick Brooks
    • Rob Iles
    • Jose Valiente, CPA
    • Hal Freedman & Willi Rudowsky

    Noon ~ Closing


    THANK YOU TO OUR SPONSORS










    CFRE Applied - 3 Points





    SPONSORSHIP OPPORTUNITIES AVAILABLE ~ 

    CLICK HERE FOR MORE INFORMATION



    SPEAKER BIOS


    Luz Randolph is responsible for the university-wide fundraising efforts for Diversity Initiatives. She works collaboratively with the USF Office of Diversity, Inclusion and Equal Opportunity, the African American Advisory Committee, and the Latin Community Advisory Committee to identify goals and needs for each program. Her primary focus is to assist in cultivating relationships between USF constituents and the Tampa Bay community, specifically with the Latino Scholarship Program, Status Of Latinos Committee, Johnson Scholarship Foundation, Dr. Israel “Ike” Tribble Jr. Scholarship, and African American initiatives. Since her arrival, she created the Black Leadership Network which aims to provide financial and mentoring support to African American students. As a newcomer, she works tirelessly to spread USF’s mission and belief in diversity. 

    Before coming to USF, Luz served as Director of the Candidate Empowerment Center (CEC) at Florida A&M University. She also served as Assistant Director of the Department of Multicultural Student Affairs at the University of Miami.  She is a double alumna from the University of South Florida with a B.A in Interpersonal Communication and a Master in Education. She is currently a doctoral student at Nova Southeastern University and immediate past national president and member of Sigma Lambda Gamma National Sorority Inc.  Currently, she serves as a Board of Director for Ybor City Rotary Club, Board of Director for Hispanic Services Council, Board of Director for a Tampa Hispanic Heritage, Inc.  and Board of Director for the Macdonald Training Center.

    Rob Iles (Partner - Managing Director, Lead Strategist) co-founded Study Hall after more than 20 years in strategic planning and market research on both the agency and consulting sides of the business.  A well-seasoned qualitative researcher, Rob has conducted more than 5,200 qualitative encounters in his career, including traditional groups, mini-groups, friendship dyads and triads, individual depth interviews, shop- and drive-alongs, and ethnographies.  In addition, he has strong experience in leading brainstorming and idea generation sessions.

    Prior to founding Study Hall, Rob served as Managing Director for Schwartz Consulting Partners (SCP), a local marketing research firm serving the Tampa Bay market.  At Schwartz, Rob was responsible for taking a small research supplier and building it into a considerable research consultancy, more than tripling company revenues during his 4 years there and dramatically building the client base.  During his tenure with Study Hall and SCP, Rob has assumed primary research responsibilities for a wide range of qualitative and quantitative client engagements for brands including Front Burner Brands (Melting Pot, GrillSmith), Checkers/Rally's Restaurants, Disney Development, Shea Homes, HSN, Rentokil, Vanity Fair – Majestic, Bright House Networks, MAM Baby, Philips Consumer Lifestyle, Carquest, ASPCA, Microsoft, Norwegian Cruise Line, Princess Cruises, Big Boy Restaurants, Absolut, RJ Reynolds, Romacorp, Tires Plus, Hoover,  Rentokil, Fleetmatics, Central Florida Expressway Authority; Pinellas Suncoast Transit Authority (PSTA); Hillsborough County Aviation Authority (Tampa International Airport); Experience Kissimmee; Visit Orlando; Visit Florida; Veterans Florida; Enterprise Florida; TECO (Tampa Electric Company); FPL (Florida Power & Light); Florida Department of Citrus; Ticket to Work (Federal government), Sea World, PODS, Papa John’s, Jack in the Box, Sharky’s Woodfired Grill, Sonny's Real Pit Bar-B-Q restaurants, Kraft, Tech Data, Great Park Neighborhoods/Five Points (Irvine, CA) and more. In addition, Rob spearheads Study Hall’s considerable 'specialty practice' in the area of managed care, healthcare & facilities, with clients including CVS Health, SilverScript, Aetna, Cigna, United Healthcare, WellCare Health Plans, AmeriHealth Mercy, Medica, Kaiser Permanente, Ingenix/OptumInsight, Blue Cross Blue Shield, Premera, Surescripts, St. Joseph's/Baycare, Johns Hopkins All Children's Hospital, Sarasota Memorial Health Care System, Northwest Community Hospital (Chicago, IL), Moffitt Cancer Center (Tampa, FL), Health First, Fresenius Medical Care, MedSpring Urgent Care, Adventist Florida Hospital, MedExpress, American College of Cardiologists, and others. 

    Before that, Rob served as Director for Qualitative Research at Hall & Partners USA, one of the leading brand and communications research consultancies in the country.  As Director, his primary client responsibilities included team management and execution of national and global strategic and communications research for a broad range of Fortune 50, 100 and 500 clients, including Microsoft (principal Director for all global research), Nokia (principal Director), JPMorgan Chase, and UPS (all global) as well as eBay/PayPal, Dodge and Mercedes Benz.  In this capacity, he managed annual client research in excess of $30 million.

    Rob also has a wealth of advertising experience, having spent more than 12 years in Account/Brand Planning as Senior Planner and SVP Planning Director at international and super-regional agencies.  His tenure includes time at WestWayne (Tampa, FL) and TBWA Chiat/Day (Los Angeles), one of the country’s premier Planning agencies.  At those two agencies, Rob’s client experience includes overseeing research and also strategic development for brands such as Publix Super Markets, Sports Authority, Disney Development Corporation, Royal Caribbean and Celebrity Cruises, Saks Department Store Group, Outback Steakhouse, Denny’s Restaurants, BellSouth, Orlando Convention and Visitors’ Bureau, Home Savings of America, Nissan/Infiniti and Sony.  Rob has particularly strong background and experience in travel & tourism, healthcare, retail, financial services and casual dining. 

    Rob holds his M.S. in Communication Theory and Research from Florida State University, where he was the Clarence W. Edny Teaching Fellow in Communications.  He lectures regularly in undergraduate and graduate courses at the University of Tampa and the University of South Florida, and volunteers his time for many organizations in Tampa Bay including Hillsborough Education Foundation (Marketing Committee), Tampa Museum of Art (Event Chair – Pride & Passion), AACSB, and Metropolitan Ministries.  Rob current sits on the Board of Directors for freeFall Theatre in St. Petersburg, and is Vice-Chair and a Founding Board member of The Plus Projec+.


    $55.00 - AFP OR CGP Members

    (CGP Members register HERE)

    $65.00 - Guests


    • September 19, 2018
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    Top 10 Fundraising Legacy strategies

    presented by Russell N. James III, J.D., Ph.D., CFP

    SEPTEMBER 19, 2018
    11:30 am: Professional Networking
    Noon – 1:00 pm: Program & Lun
    ch

    After 15 years in academic research (plus more than a decade in frontline planned and major gifts fundraising), Professor James brings together scientific results from economics, neuroscience, psychology, demographics and other disciplines to present the ten most important and effective strategies for increasing fundraising success in planned gifts.  Beyond just "war stories," this presentation gives you a deep understanding of what works - and why - in effective legacy fundraising.    

    SPONSOR:

    LOCATION:

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

    MEETING FEE:

    $25.00 Members

    $30.00 Guests

    Payments may be paid in advance or at the door.  No shows will be billed.

    ANNUAL SPONSORS:

    American Cancer Society

    Baycare

    Community Foundation of Tampa Bay

    John Hopkins All Children’s Hospital Foundation

    Johnson, Pope, Bokor, Ruppel & Burns, LLP

    Saint Leo University

    USF Foundation, Office of Gift Planning

    Wells Fargo Private Bank

    speaker bio:

    Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University.  He directs the on-campus and online graduate program in Charitable Financial Planning (planned giving).  He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. 


    Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled residential enrollment.


    Dr. James has published research in over 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

    • October 10, 2018
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    CHARITABLE GIFT ANNUITIES: BASICS & BEST PRACTICES
    presented by laurie valentine

    OCTOBER 10, 2018
    11:30 am: Professional Networking
    Noon – 1:00 pm: Program & Lunch

    To lay the foundation for the future of your organization’s gift annuity program, you must have knowledge of both gift annuity basics and best practices.  This session will review the basics of current and deferred charitable gift annuities to assure you have the knowledge you need to be your organization’s in-house resource for this popular giving option.  And, we’ll also explore the American Council on Gift Annuity’s recommended best practices for gift annuity programs which can provide risk management to your organization and protection to your donors.    This session is perfect for the organization considering a gift annuity program or the organization who wants to make sure they have the right policies and practices in place for their already established program.  

    Sponsored by:



    LOCATION:

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

    MEETING FEE:

    $25.00 Members

    $30.00 Guests

    Payments may be paid in advance or at the door.  No shows will be billed.

    ANNUAL SPONSORS:

    American Cancer Society

    Community Foundation of Tampa Bay

    John Hopkins All Children’s Hospital Foundation

    Johnson, Pope, Bokor, Ruppel & Burns, LLP

    Saint Leo University

    The Bank of Tampa

    USF Foundation, Office of Gift Planning

    Wells Fargo Private Bank

    LAURIE VALENTINE BIO

    Laurie Valentine rejoined the Wills, Trusts and Estates Department of Fisher & Sauls, P.A., in St. Petersburg, Florida in the fall of 2017, where she also practiced from 1982 to 1993. Her law practice is concentrated in the areas of planning for federally taxable estates, will and trust preparation, probate and trust administration, charitable gift planning, and business succession planning.  Prior to her return to private practice in October 2017, Ms. Valentine served for over 23 years as Trust Counsel and Chief Operating Officer of the Kentucky Baptist Foundation (KBF) in Louisville, Kentucky. Ms. Valentine’s work at the KBF included administration of the trust compliance for the KBF’s $175 million of endowment, investment management, donor advised fund, charitable gift annuity, and charitable remainder trust accounts; working with donors and their advisers to develop charitable gift plans to accomplish the donor’s charitable giving objectives; and providing charitable giving expertise to KBF staff and the development staff of the Kentucky Baptist Convention and its related institutions and agencies.

    Laurie has spoken on a variety of estate planning, charitable gift planning, and incapacity planning topics at seminars sponsored by The Florida Bar, Louisville Bar Association, American Council on Gift Annuities (ACGA), Crescendo Interactive, and National Catholic Development Conference. 

    Ms. Valentine has been involved in various professional and community activities over the past 36 years, including service, beginning in 2000, on the board of ACGA where she has served in numerous leadership roles including as 2006 Conference Chair; Vice Chair-Business 2010-2015; and as Supporting and Lead Co-Chair of the board 2015-2018.

    • November 07, 2018
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    November 7, 2018

    Joint Meeting with Suncoast Estate Planning Council

    11:30 am: Professional Networking

    Noon – 1:00 pm: Program & Lunch


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

    ANNUAL SPONSORS:

    American Cancer Society

    Baycare

    Community Foundation of Tampa Bay

    John Hopkins All Children’s Hospital Foundation

    Johnson, Pope, Bokor, Ruppel & Burns, LLP

    Saint Leo University

    USF Foundation, Office of Gift Planning

    Wells Fargo Private Bank


    Reservations made before the reservation deadline:

    $25.00 Members | $30.00 Guests

    Questions? Email: admin@ppptampabay.org
    • December 12, 2018
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    December 12, 2018

    PLANNED GIVING HOLIDAY LUNCH & LEARN


    11:30 am: Professional Networking

    Noon – 1:00 pm: Program & Lunch


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

    ANNUAL SPONSORS:

    American Cancer Society

    Baycare

    Community Foundation of Tampa Bay

    John Hopkins All Children’s Hospital Foundation

    Johnson, Pope, Bokor, Ruppel & Burns, LLP

    Saint Leo University

    USF Foundation, Office of Gift Planning

    Wells Fargo Private Bank


    Reservations made before the reservation deadline:

    $25.00 Members | $30.00 Guests

    Questions? Email: admin@ppptampabay.org
    • January 09, 2019
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    January Membership meeting

    January 9, 2019

    LOCATION:

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

    MEETING FEE:

    $25.00 Members

    $30.00 Guests

    Payments may be paid in advance or at the door.  No shows will be billed.

    ANNUAL SPONSORS:

    American Cancer Society

    Baycare

    Community Foundation of Tampa Bay

    John Hopkins All Children’s Hospital Foundation

    Johnson, Pope, Bokor, Ruppel & Burns, LLP

    Saint Leo University

    USF Foundation, Office of Gift Planning

    Wells Fargo Private Bank



    • February 13, 2019
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    February Membership meeting

    february 13, 2019

    LOCATION:

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

    MEETING FEE:

    $25.00 Members

    $30.00 Guests

    Payments may be paid in advance or at the door.  No shows will be billed.

    ANNUAL SPONSORS:

    American Cancer Society

    Baycare

    Community Foundation of Tampa Bay

    John Hopkins All Children’s Hospital Foundation

    Johnson, Pope, Bokor, Ruppel & Burns, LLP

    Saint Leo University

    USF Foundation, Office of Gift Planning

    Wells Fargo Private Bank


    • March 13, 2019
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    Claudine A. Donikian, JD, MBA

    President & CEO Pentera


    march 13, 2019


    LOCATION:

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

    MEETING FEE:

    $25.00 Members

    $30.00 Guests

    Payments may be paid in advance or at the door.  No shows will be billed.

    ANNUAL SPONSORS:

    American Cancer Society

    Baycare

    Community Foundation of Tampa Bay

    John Hopkins All Children’s Hospital Foundation

    Johnson, Pope, Bokor, Ruppel & Burns, LLP

    Saint Leo University

    USF Foundation, Office of Gift Planning

    Wells Fargo Private Bank


Past events

June 13, 2018 June 13th - Life Insurance: A New look at An Old Standby in Charitable Giving
May 09, 2018 May 9th - Understanding Generational Expectations and How They Impact Charitable Giving
April 11, 2018 April 11th - Using a Home Equity Conversion Mortgage for Charitable Donations
March 14, 2018 March 14th - Tax Cuts & Jobs Act Update
February 26, 2018 February 26th ~ Getting to the Heart of the Matter!
January 24, 2018 January 24th - Stages to Planning Optimal Estate Gifts
December 13, 2017 December 13th Holiday Lunch Meeting
November 08, 2017 November 8th Membership Meeting
October 04, 2017 October 4th Adviser Panel Discussion
September 13, 2017 September 13th Membership Meeting
August 25, 2017 Planned Giving Symposium - 2017
June 14, 2017 Five Myths of Philanthropy: Harsh and Stunning Truths to Help your Donors and Customers
May 10, 2017 Experiments in Email Marketing: Principles of Effective Emails Based on A/B Testing
April 05, 2017 Clear markers on the path to a Charitable Gift Annuity (CGA) vs. a Charitable Remainder Trust (CRT) – And some that are not so clear!
March 08, 2017 Building Partnerships with Emotional Intelligence
February 27, 2017 Successful Incorporation of Charity into the Business Exit Plan
January 11, 2017 Advocacy Update and Organizational Report
December 16, 2016 PPP Tampa Bay Holiday Luncheon
October 05, 2016 Conversation - Creating a Meaningful Charitable Gift
September 14, 2016 Part II: Boot Camp 101 for Planned Giving
August 31, 2016 Planned Giving Symposium - 2016
June 08, 2016 BOOT CAMP 101 FOR PLANNED GIVING: FROM THE PERSPECTIVE OF AN ATTORNEY/BOARD MEMBER WHO WANTS YOU TO CLOSE THE DEAL
May 11, 2016 Planned giving 2030: A Philanthropic Solution for Baby Boomers
April 13, 2016 Philanthropic Mission Possible: Giving Strategies in Today's Environment
March 09, 2016 Social Venture Partners - March Membership Meeting
February 22, 2016 Protecting Americans from Tax Hikes Act of 2015 (PATH) ~ Summary of Charitable Aspects to Implement into your Practice
January 27, 2016 A Meeting of the Minds - Uplifting Philanthropy in Our Community through the CAP Program
December 02, 2015 Holiday Social
October 14, 2015 Conversation with a Donor: Lynn Pippenger
September 09, 2015 The Power of Donor Engagement - Building Robust Communications to Resonate with Your Audience
August 06, 2015 Planned Giving Symposium - 2015
July 08, 2015 July Membership Meeting
June 24, 2015 PPP Committee Meeting
June 10, 2015 June Membership Meeting
May 13, 2015 May Membership Meeting
April 22, 2015 PPP Committee Meeting
April 08, 2015 April Membership Meeting
Charitable Gift Planning of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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