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

    • July 01, 2019
    • July 31, 2019


    Enjoy the month off ~ 

    There is NO JULY MEETING!  


    • August 20, 2019
    • 9:00 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    Register

    August 20, 2019 


    Planned Giving 101 & 201

    Joint Meeting with
    Association of Fundraising Professionals



    Morning Topic: Planned Giving 101 


    Beverley J. McLain, M.B.A., CAP®

    In this session, Beverley will cover what your organization should know abouassessing readiness for a planned giving program, myths around planned giving, forming a legacy society, ways your donors can use a charitable gift annuity, writing a gift  acceptance policy, and creating an IRA campaign.  


    Lunch Topic: Planned Giving 201  


    Byron Smith, CPA 

    Byron will take a deeper dive into planned giving in this session. You will walk away will techniques to incorporate into your program and learn when and how to use them properly. He will cover when and how to utilize charitable remainder trusts, charitable lead trusts, and gifts of closely held stock.


    Morning Session ~ 9:00 to 11:00 a.m.

    Networking ~ 11:00 to 11:30 a.m.

    Luncheon Session ~ 11:30 to 1:00 p.m.


    MEMBER - Morning Session AND Lunch Session $50.00
    MEMBER - Lunch Session ONLY $25.00
    GUEST - Morning Session AND Lunch Session $75.00
    GUEST - Lunch Session ONLY $40.00

    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

    Regular Meal: 


    Vegetarian & Gluten Free Meal: 


    PLEASE NOTE: Once a meal choice has been made, it CANNOT be changed the day of at the luncheon.  Food service has been extremely delayed at the past few meetings for a number of our guests due to attendees changing their meal or sending their meal back for changes. 


    Beverley J. McLain, M.B.A., CAP® recently retired from her position as Senior Vice President for Philanthropic Services at the Community Foundation of Tampa Bay where she served most recently as the Foundation’s professional advisor liaison, Beverley has been a member of the Pinellas, Tampa Bay, North Suncoast and Suncoast Estate Planning Councils, and served 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 and the Ad Hoc Planned Giving Committee for Lighthouse of Pinellas. Beverley currently serves as a Board member of the Nonprofit Leadership Center of Tampa Bay on its Governance Committee.

    Prior to her 15-year career at the Community Foundation, Beverley’s experiences included marketing, communications, and financial advising with organizations such Raymond James & Associates, JPMorgan Chase and Fisher Price. She has spoken on a variety of charitable topics for local organizations including presentations to nonprofit boards and leadership groups.

    Beverley, originally from Massachusetts, has an undergraduate degree from the University of Massachusetts, Amherst and an M.B.A. from the State University of New York, Buffalo, New York.  She has also recently completed graduate level work for her Chartered Advisor in Philanthropy (CAP®) designation through The American College.

    Byron joined Gregory, Sharer & Stuart in 1999 and became a shareholder in 2001. He is the leader of our Wealth Strategies & Services Team and also oversees all tax services rendered for our nonprofit clients. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for profit organizations. Byron has over 30 years of experience providing IRS Form 990 preparation and consulting services to not-for-profit clients. He has extensive experience in structuring complex charitable gifts to maximize the taxable and financial benefits to donors and receiving organizations. He has also been actively involved in developing planned giving programs and relationships with impactful donors. Byron has developed extensive knowledge in business succession planning for closely-held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for S corporations, individuals, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries and client representation before the Internal Revenue Service.

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

    September Luncheon

    september 11, 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

    • October 16, 2019
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    october Luncheon

    october 16, 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

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

    December Luncheon

    december 11, 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.

    Sponsored By:


    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

June 12, 2019 June 12th - Heidi Jark - Conversations that Impact Decision Making for Today and Tomorrow’s Philanthropists
May 08, 2019 May 8th - May Luncheon - Janet K. Ginn, CFRE
April 10, 2019 April 10th - Show Me the Money! Preparing for your Largest Gift! - Toni Jernigan
March 12, 2019 The Planned Giving Study: New Insights from Data on Planned Gifts
February 25, 2019 February 25th ~ Trends in Charitable Giving
January 09, 2019 January 9th - Using Special Events Strategically from the Donor, Sponsor and Charity Perspective
December 12, 2018 December 12th Membership Meeting PLANNED GIVING HOLIDAY LUNCH & LEARN
November 15, 2018 November 15th Membership Meeting JOINT MEETING WITH SUNCOAST ESTATE PLANNING COUNCIL
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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