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

    • November 15, 2018
    • 7:30 AM - 9:00 AM
    • All Children's Education Conference Center - 701 4th Street South St. Petersburg, FL 33701
    Register


    Thursday, November 15, 2018



    Integrating Charitable Gift




     Planning Into Estate Planning


    Speaker: Laurie Valentine

    7:30am - 9:00am

    Johns Hopkins All Children's Education Conference Center - DIRECTIONS

    701 4th Street South

    St. Petersburg, FL 33701


    JOINT MEETING WITH SUNCOAST ESTATE PLANNING COUNCIL.  The breakfast roundtable meeting will be held at the Johns Hopkins All Children's Hospital Education Conference Center located at 701 4th Street South. The meeting will begin promptly at 8 am with BREAKFAST and the opportunity to visit with fellow SEPC members at 7:30 a.m.

    Advance reservations are required.                             

    ANNUAL SPONSORS:

    • American Cancer Society
    • BayCare Mease Countryside, Mease Dunedin, Morton Plant Hospitals
    • Community Foundation of Tampa Bay
    • Johns 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 Mease Countryside, Mease Dunedin, Morton Plant Hospitals
    • Community Foundation of Tampa Bay
    • Johns 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



    Speaker: Jenine Rabin, M.B.A. Executive Vice President Johns Hopkins All Children’s Foundation

    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 Mease Countryside, Mease Dunedin, Morton Plant Hospitals
    • Community Foundation of Tampa Bay
    • Johns 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

    Jenine Rabin, M.B.A. Executive Vice President Johns Hopkins All Children’s Foundation 

    As executive vice president of the Johns Hopkins All Children’s Foundation, Ms. Rabin plays a key role in defining the Hospital’s funding needs and then shaping the philanthropic opportunities that invite donors to become involved through their gifts of time, talent and treasure. She is responsible for all fundraising activities and personnel, directing a team of passionate and talented individuals. Under her leadership, the Foundation was able to exceed previous fundraising goals and raised over $20 million for the hospital in fiscal year 2018. Before joining the All Children’s Hospital Foundation in October 2012, Ms. Rabin was campaign director for the Smithsonian Institution, leading the Smithsonian's first national, comprehensive campaign of $1.5 billion to benefit its 19 museums and galleries, the National Zoological Park, and nine research facilities. Ms. Rabin’s previous experience in the nation's capital was at American University, serving first as director of development for the School of Public Affairs and then as director of development for University-wide Initiatives. While managing campaigns for the School of Public Affairs, the University Library and Student Life, she increased annual and major gifts for these programs by 75 percent and helped establish 20 new endowments. As executive director of development at Stetson University in Deland, Fla., she led multiple campaigns (annual, endowed, restricted and capital) and managed the university's major gift portfolio. Ms. Rabin earned a bachelor of arts degree as an International Scholar at American University in Washington, D.C. and an M.B.A. at Stetson. She is a member of the Council for the Advancement and Support of Education, the Association for Fundraising Professionals and the Association for Healthcare Philanthropy. 


    • 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 Mease Countryside, Mease Dunedin, Morton Plant Hospitals
    • Community Foundation of Tampa Bay
    • Johns 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 Mease Countryside, Mease Dunedin, Morton Plant Hospitals
    • Community Foundation of Tampa Bay
    • Johns 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


    • April 10, 2019
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    April Member Luncheon

    April 10, 2019
    11:30 am: Professional Networking
    Noon – 1:00 pm: Program & Lun
    ch

    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 Mease Countryside, Mease Dunedin, Morton Plant Hospitals
    • Community Foundation of Tampa Bay
    • Johns 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


    • June 12, 2019
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    June Luncheon

    june 12, 2019
    11:30 am: Professional Networking
    Noon – 1:00 pm: Program & Lun
    ch

    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 Mease Countryside, Mease Dunedin, Morton Plant Hospitals
    • Community Foundation of Tampa Bay
    • Johns 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

October 10, 2018 October 10th - Charitable Gift Annuities: Basics & Best Practices
September 19, 2018 September 19th - Top 10 Fundraising Legacy Strategies
August 24, 2018 Planned Giving Symposium - 2018
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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