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

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

    APRIL 10, 2019

    Show me the Money! Preparing for your largest Gift!



    Toni Jernigan, CFRE, MEd


    TOPIC TAKEAWAYS

    1. Evaluate your organizational readiness for sustainable fundraising via a successful major gift/planned gift program.

    2. Identify critical areas that impact your success at developing a sustainable pipeline of donors who will support your major gift and planned gift programs.

    3. Learn steps to move your organization forward.

    Major and planned gifts are essential for a sustainable fundraising program. Sound and successful programs will produce large gifts if an organization understands the fundamentals, is positioned well and recognizes the critical components that lay the groundwork for success.


    11:30 am: Professional Networking
    Noon – 1:00 pm: Program & Lunch

    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

    Toni R Jernigan, CFRE, MEd, provides a niche consulting service for non-profit organizations, their boards and staff.  Specializing in building sustainable gift programs, services include; educating leadership staff and board members, training major and planned gift officers, evaluating, establishing and improving gift programs, and serving as a remote gift planning adviser for nonprofits with emerging gift planning programs.  


    With over 20 years of experience serving nonprofits in the industries of education, healthcare, research and social services, Toni was awarded Outstanding Professional Fundraiser of the Year in 2015 by the Lowcountry Chapter of the Association of Fundraising Professionals in Charleston, SC.  Toni was recognized by her peers for her success in expanding the Gift Planning program for the Medical University of South Carolina, reaching and sustaining annual goals of $20M for over 5 years. 


    Toni has leveraged her educational background to provide outstanding presentations and workshops and programs that are strategic, attainable, and are validated with measurable outcomes and staff accountability. Toni frequently speaks at AFP chapters and conferences, Planned Giving Councils, and to non-profit boards and staff.  Invitations to speak have included the South Carolina Association of Non Profit Organizations (SCANPO), College of Charleston Non-profit Management Course, Planned Giving Conferences of the Carolina's, and other educational forums and institutes. 


    Specialties: Consulting- Major and planned gift program success, gift program design and implementation, prospect development and strategic growth planning. Remote gift planning- Serve as an outsourced gift planning officer for emerging gift programs. Educator –Board education, leadership training, gift officer training, non-profit workshops, and motivational and topic specific presentations at local, regional and national conferences.


    • May 08, 2019
    • 11:30 AM - 1:00 PM
    • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762
    Register

    May Member Luncheon


    Janet K. Ginn, CFRE

    President, Pines of Sarasota Foundation


    May 8, 2019
    11:30 am: Professional Networking
    Noon – 1:00 pm: Program & Lunch

    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



    Janet K. Ginn, CFRE

    Janet Ginn, CFRE has spent more than 30 years inspiring and assisting individuals meet their charitable desires. Most have become cherished friends as Janet has dedicated her life to building lasting relationships. Her career has allowed her to assist individuals in 32 countries and the 50 United States serving as a trustee of philanthropy. She has served in every area of Development as well as President and CEO of multimillion dollar organizations.

    As a veteran Certified Fund Raising Executive, Janet aspires to the highest standards of ethics, competence and service to the philanthropic sector. She understands the breadth of philanthropic fundraising with the knowledge of the importance of relationship building as well as ethics and accountability. Janet does more than secure a gift—she is a strategic leader and gives exceptional donor service and ensures the credibility of each gift.

    The breadth of Janet’s experience with non-profits, associations and certification agencies has encompassed a diverse range of tasks and initiatives.  She has been in charge of all aspects of multi-million dollar organizations and served as trustee for more than 1600 charitable instruments and 800 named funds, building strong nonprofits and donor relationships.

    Janet is best known for her educational seminars for donors, professional fundraisers and advisors, serving as an international keynote speaker for more than two decades. Janet has had a unique opportunity to personally mentor and train thousands of nonprofit professionals seeking to ensure the integrity of philanthropy. She has dedicated her life to building relationships and meeting the family, financial and social needs of donors while building organizational sustainability.   

    Janet currently serves as President of Pines of Sarasota Foundation which was incorporated in 1990 to support the endowment, capital and programmatic needs of Pines of Sarasota, a not-for-profit senior care community serving residents even after they have outlived their resources.

    Janet was awarded the prestigious “Arkansas Traveler” designation, by then Arkansas’ Governor Mike Huckabee, signifying her as an international ambassador for the state of Arkansas. She is a Certified Fund Raising Executive (CFRE), Rotarian and Paul Harris Fellow and a Graduate of Strategic Perspectives in Nonprofit Management Course at Harvard Business School. She is a CFRE Review Course Trainer and has served on the Boards of CFRE International (Vice Chair, CFRE Exam Committee Chair, CFRE Subject Matter Expert and interim CFRE President and CEO), AFP Southwest Florida Chapter (Vice Chair) and President of the Arkansas Chapter of Charitable Gift Planning.


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

    JUNE 12, 2019

    Conversations that Impact Decision Making for Today and Tomorrow’s Philanthropists 


    Heidi Jark


    What are the issues and conversations that are top of mind for families today?  What’s keeping clients at night and, possibly, keeping them from making financial and planning decisions, including charitable ones?  This conversation will explore modern day family dynamics and how those dynamics are changing the playing field for charities.  We’ll discuss the conversations revolving around the issues of leaving a lasting legacy, engaging the next generations, and mindful giving, and discuss how those conversations impact decision making for today and tomorrow’s philanthropists.


    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

    Heidi Jark serves as senior vice president and managing director of the Foundation Office at Fifth Third Bank. She oversees the administration of corporate and family foundations throughout the Bancorp. She has been with Fifth Third since 1999 and previously served as planned giving manager.

    Before joining Fifth Third Bank, Heidi served as planned giving director for Valparaiso University, assisting donors in estate and charitable gift planning. She also practiced law in Valparaiso, Indiana, with Hoeppner, Wagner & Evans, concentrating in the areas of litigation and appellate brief writing.

    Education

    Heidi earned a bachelor’s degree in political science from Valparaiso University and a law degree from Valparaiso’s School of Law.

    Professional and Civic

    Heidi serves as the board chair for Cooperative for Education, which promotes access to education, books, computers and scholarships in Guatemala. She also has served as president of the Greater Cincinnati Planned Giving Council, the American Cancer Society Board of Directors for Hamilton County, the WAVE Foundation and Philanthropy Ohio. In addition, she volunteered for 10 years to her alma mater with the Valparaiso University Alumni Association, including serving as its president.

    Heidi also has served on the Board of the Greater Cincinnati YWCA (as treasurer) and on the National Board of the Partnership for Philanthropic Planning (formerly NCPG), where she was the 2007 conference chair and the 2010 board chair.

    Heidi grew up on a farm near Stratford, South Dakota, and lives in Cincinnati with her husband, Steve Kenat, a partner at GBBN Architects, and daughter, Catarina. She is a frequent speaker to not-for-profit organizations on the topics of philanthropy, ethics, grant-making, and planned giving.

    • 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.

    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

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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