Upcoming Events

    • August 18, 2020
    • 9:00 AM - 12:00 PM (EDT)
    • Zoom
    • 84
    Register

    2020 VIRTUAL PLANNED GIVING SYMPOSIUM ~ THE ART AND SCIENCE OF PLANNED GIVING

    TUESDAY, AUGUST 18, 2020
    9:00 AM - 12:00 PM

    In partnership with Charitable Gift Planners of Tampa Bay

     

    Michael J. Rosen


    SESSION 1: Legacy Fundraising: The Best of Times or the Worst of Times?

    Pandemic. Protests. Riots, Looting. Unemployment. Recession. Those are some of the words that we can use to describe much of 2020. So, considering this chaotic environment, can you seek legacy gifts now or should you wait? Rosen, a consultant and author, will share the research-based risks and opportunities. He’ll examine a real world case of What not to do. In addition, he’ll provide useful, easy to implement tips on what you can do to help reach your planned giving objectives even during challenging times.

     

    SESSION 2: Using Storytelling in Legacy Fundraising: New Findings, Ancient Origins and Practical Tips

    Connecting with the donor’s life story in the right way can be a powerful trigger for legacy giving. But, how do we do that? Professor James shows how understanding the ancient origins and the latest research findings leads to simple, effective, practical techniques that anyone can use to more effectively encourage gifts in wills.

     

    Dr. Russell N. James

       

    SESSION 3: An Open Conversation with the Planned Giving Experts

    In an informal conversation, James and Rosen will answer your questions about planned giving. This interactive session gives you the opportunity to ask the experts for insights and tips to help you enhance your gift planning efforts.


    Advance Reservations are Required

    $10.00 Members - AFP & CGP Members

    $15.00 Guests

    Meeting Fee must be paid at time of reservation. CGP members must register by CLICKING HERE.

    You will receive the Zoom login information in the registration confirmation email. 

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    THANK YOU SYMPOSIUM SPONSORS:

    SUPPORTING SPONSORS


    FRIEND SPONSORS



    CLICK HERE for information on sponsorship opportunities.

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    APPLIED FOR 3 HOURS CFRE CREDIT


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    Biography of Dr. Russell N. James:

    Russell N. James III, JD, PhD, CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University where 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 PhD in consumer economics from the University of Missouri, where his dissertation was on charitable giving.

    Prior to his career as an academic researcher, James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for six years and later served as president of the college for more than five 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 enrollment.

    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, US News & World Report, USA Today, the Associated Press, Bloomberg News, and The Chronicle of Philanthropy. His financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

    Biography of Michael J. Rosen:

    Michael J. Rosen, President of the fundraising and marketing consulting firm ML Innovations, has been named one of America's "Top 25 Fundraising Experts" and a “Top 100 Charity Industry Influencer.” Rosen has received the prestigious Association of Fundraising Professionals-Skystone Partners Prize for Research in Fundraising and Philanthropy for his best-selling book Donor-Centered Planned Gift Marketing, which has been included on the official CFRE International Resource Reading List.

    An AFP Certified Master Trainer, Rosen has served as an adjunct faculty member in the Drexel University Master of Arts Management program where he taught Advanced Fund Development. He has also served as a continuing education faculty member at Villanova University where he taught fundraising ethics.

    Rosen has served as President of the Planned Giving Council of Greater Philadelphia, Board Chair of the national AFP Political Action Committee, Board Member of the AFP Foundation, and Vice President of the AFP Greater Philadelphia Chapter. Active in the community, Rosen has served on the Board of Directors of the Holocaust Awareness Museum and Education Center, the Board of Trustees of the Jewish Federation of Greater Philadelphia, and the Board of Directors of the Philadelphia Children’s Alliance.

    His blog, Michael Rosen Says… (michaelrosensays.wordpress.com), has been recognized as a "Top Fundraising Blog." Rosen is also a frequent contributing writer for Advancing Philanthropy, the official magazine of AFP.

    • September 04, 2020
    • 8:00 AM - 9:00 AM (EDT)
    • Zoom
    Register

    AFP New in the Profession

    Coffee Hour with Kecia Carroll

    Our next program will be September 4th as a free AFP Coffee Hour with Kecia Carroll teaching how to craft your bio for LinkedIn, your non-profit’s agency website, etc. Kecia Carroll is a communications strategist and a corporate social responsibility champion with a career divided between in-house leadership and consulting roles. She has worked with leaders of organizations -- from startups to Fortune 500 companies, professional service firms and nonprofits -- helping them build their businesses, their brands and their community impact.


    FREE for Members and Guests - Young in Profession

    Limited to the first 50 registrants

    Conference participation information will be included in registration confirmation


    • September 15, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Zoom
    • 107
    Register

    Virtual Conversation with a Philanthropist


    Lorna Taylor of Premier Eye Care


    Tuesday - September 15, 2020

    11:30 AM - 1:00 PM


    FEES:

    AFP Members FREE OR Donation of $10.00

    Guests $10.00

    Please register to be sent the link/code to join the Session.


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    Thank you to our Luncheon Partner!



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    Applied for 1 hour CFRE Credit


    • October 20, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Zoom
    • 112
    Register

     Tuesday, October 20, 2020 Virtual Membership Meeting 

    11:30 AM - 1:00 PM


    Your Leadership, Your Ethics, and Your Organization


    Lisa Kennedy, ACFRE

    Overview of ethics and organizational culture

    Discussion of Donor Bill of Rights and Code of Ethics.  Practical applications of Code, i.e. commission based compensation, confidentiality, boundaries in donor relationships

    Review of case study to apply concepts:  New York Times article from May 2013 about Beth Israel Medical Center

     

    FEES:

    AFP Members FREE OR Donation of $10.00

    Guests $10.00

    Please register to be sent the link/code to join the Zoom Session.


    Applied for 1 hour CFRE Credit


    Lisa joined the community of professional fundraisers in 2001, when Atlanta-based Haas Consulting hired her to write case statements and proposals and manage campaigns.  She was lucky.   Although her fundraising experience had begun in elementary school and continued intermittently into college,  it had been limited to bike-a-thons and Walks.  She didn't know the difference between a capital campaign and an NPR pledge drive.

    She learned from the generous experts at the firm and elsewhere in Atlanta and fell in love with nonprofits and the fundraising profession.  After more than 6 years, she moved on to work inside organizations.  This deepened her understanding of how organizations work and the challenges that people inside a mission face.  Since then, she has raised money to stage performing arts, protect the environment, and help adults learn new skills and gain the dignity and security of work.  This year, Lisa returned to consulting after a dozen years working inside organizations.

    Lisa joined AFP her first week on the job at Haas Consulting, thanks to the support of her boss who was the Atlanta Chapter's president at the time.  Eleven years later, she followed him as the Chapter's President.

    In 2016, Lisa became the 110th fundraiser to earn the ACFRE credential since its inception in 1992.  She went on to earn the International Advanced Diploma in Fundraising in 2017.  This program is a collaboration of the University of Plymouth and the Institute of Fundraising in the U.K., as well as AFP.   In 2018, Lisa became an AFP Master Trainer.

    When she is not working, Lisa enjoys spending time with her husband, Scott, and their dogs, Sam and Henry, and going to free wine tastings.  She is also a devoted runner and golfer, despite having no natural athleticism or aptitude for either.


    • December 15, 2020
    • 11:30 AM - 1:00 PM (EST)
    • Zoom
    • 112
    Register

    Virtual Meeting - Tuesday, December 15, 2020

    11:30 AM - 1:00 PM


    Apply Design Thinking for Fun

    draising - Design Thinking: Elevate the Donor Experience


    Doug Pace


    Design Thinking is a creative process that combines thoughtful user research with rapid iteration. Learn why it has become an industry standard used by some of the world’s most innovative companies and how you can implement it within your own organization to elevate your donor experience and set your organization apart.


    FEES:

    AFP Members FREE OR Donation of $10.00

    Guests $10.00

    Please register to be sent the link/code to join the Zoom Session.

    Applied for 1 hour CFRE Credit



    Doug Pace is a local community leader who serves on several nonprofit boards including Greater Tampa Chamber of Commerce, Tampa Hillsborough Economic Development Corporation, Lions Eye Institute Foundation, and University of Florida’s College of Engineering. As a donor and board member, Doug understands the importance of the donor experience. During this session, you will learn about the basics of design thinking and how to use this mindset to troubleshoot every step of the donor’s journey. You will leave this session with the tools that you need to walk in your donor’s shoes and innovate your fundraising strategy to meet their needs.



    • January 19, 2021
    • 9:00 AM - 1:00 PM (EST)
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 112
    Register

    AFP Tampa Bay Half Day

    with Jason Lewis

    Tuesday - January 19, 2021


    Special Session 9:00 a.m. to 11:00 a.m.

    Discerning Between Two Fundraising Cultures

    It is human nature for all of us to blame someone or something other than ourselves when something isn’t working as well as we’d like. When it comes to fundraising woes in the nonprofit sector, it’s especially easy to point fingers at donor attrition, professional turnover, a disengaged board, or a weak economy as the culprits. However, the most entrenched challenges cannot be effectively addressed by casting blame but, instead, require an understanding of the system that perpetuates our problems. The sector’s fundraising challenges are systemic and can only be remedied by restructuring the system. In this session, everyone will discover how the “shifting the burden” system archetype mirrors many of the behavioral patterns that we observe in fundraising and how symptomatic behaviors undermine our opportunity to increase our capacity and improve our outcomes.

    Lunch Session 11:30 a.m. to 1:00 p.m.

    Messy Middle

    Organizations of all shapes and sizes would like to have the advantages that come with consistent, unrestricted support from a dedicated group of donors. Unfortunately, most fundraising strategies lack the only thing that enables them to achieve this goal: a thriving middle lane.

    Without a thriving middle lane, these organizations either become overly reliant on new donor acquisition or attempt major fundraising initiatives for which they and their donors are unprepared.

    Although it is messy, unpredictable and difficult to measure, the middle lane is where fundraising grows up. It’s where talent becomes critically important, where operational support becomes sustainable, and where meaningful relationships become the driving force behind successful fundraising.

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    Regular Meal & Gluten Free Meal


    Vegetarian: 


    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.

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    Approved for 3 hours CFRE Credit

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    MEETING FEE

    MEMBERS

    Special Session & Lunch ~ $50.00

    Lunch ONLY ~ $25.00

    GUESTS

    Special Session & Lunch ~ $75.00

    Lunch ONLY ~ $40.00

    Payments may be paid in advance or at the door.  Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door.  No shows will be billed. 

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    SPEAKER BIO

    Jason Lewis, Founder of Responsive Fundraising, provides the sector with an often-needed contrarian voice, willing to question deeply ingrained beliefs and assumptions of how effective fundraising really works. Whether writing or speaking, Jason challenges the prevailing wisdom about effective fundraising practices, hiring decisions, and donor behavior. In the last two decades, Jason has raised millions of dollars for a variety of non-profits organizations throughout the United States. Jason has been twice certified as a Certified Fundraising Executive (CFRE) and recognized as a member of the Association of Fundraising Professionals’ Master Trainers. 

    Jason earned his MS in Nonprofit Management at Eastern University in 2010 and in 2014 graduated from the College of Executive Coaching. In addition to consulting, Jason teaches nonprofit management and social entrepreneurship at York College of Pennsylvania. Jason’s first book, The War for Fundraising Talent, was an honest yet hopeful critique of professional fundraising, intended especially for small shops that find it difficult to consistently achieve their fundraising goals. Jason’s forthcoming book, Fundraising in an Unpredictable World, confronts the nonprofit sector’s obsession with efficiency and provides a reconstruction of fundraising practice through the lens of complexity science



Past events

July 21, 2020 July 21, 2020 - Zoom - Who the Heck "CARES" & What Do We Need to Know?
June 18, 2020 Virtual Coffee Hour with AFP- New in the Profession
June 16, 2020 June 16, 2020 - Advancing in your Career
June 07, 2020 POSTPONED - 2020 Planet Philanthropy
May 19, 2020 May 19th - Zoom - Navigating Through Covid-19 - A Panel Discussion
May 07, 2020 AFP’s New in the Profession: Happy Hour
April 21, 2020 April 21st -Session 2 Video Webinar - COMMUNICATING IN A TIME OF CRISIS: SOLID ADVICE FOR NONPROFITS
March 31, 2020 March 31st -Session 1 Video Webinar - COMMUNICATING IN A TIME OF CRISIS: SOLID ADVICE FOR NONPROFITS
March 17, 2020 POSTPONED: March 17th - Jason Lewis - Special Session & Lunch
February 18, 2020 February 18, 2020 - Diverse Perspectives on Philanthropy: A Conversation on Cross-Cultural Community Impact
January 21, 2020 January 21, 2020 Meeting - Click or Skip? What Words Work Best with Donors in Planned Giving Marketing? Presented by Claudine A. Donikian
January 14, 2020 January 14, 2020 - AFP Member Value Live Webinar-Florida Caucus
December 17, 2019 December 17, 2019 J. Lloyd Horton Award
November 15, 2019 National Philanthropy Day 2019
October 15, 2019 October 15th - Family Foundations & Trusts: Navigating Opportunities and Challenges
October 03, 2019 AFP Member Social
October 03, 2019 AFP Emerging Leaders Conference
September 17, 2019 September 17, 2019 - The In’s and Out’s of Corporate Funding
August 22, 2019 August 22 & 23 - CFRE Two Day Course - Janet Ginn, CFRE
August 20, 2019 August 20, 2019 - Planned Giving 101 & 201
July 16, 2019 July 16, 2019 - Ethics and Research: Get Worried...If You're NOT Doing Research!
June 16, 2019 2019 Planet Philanthropy
June 11, 2019 June 11, 2019 - Secrets of the 2nd Gift – the Key to Donor Retention
May 21, 2019 May 21- Conversation with a Philanthropist - Frank Morsani
April 16, 2019 April 16 - How Generation Z will Impact Your Fundraising
March 12, 2019 The Planned Giving Study: New Insights from Data on Planned Gifts
February 19, 2019 February 19 - AFP CEO Mike Geiger - AFP’s Statement Regarding Sexual Harassment in the Fundraising Profession
February 19, 2019 Young Professionals Conversation with Mike Geiger, President & CEO of AFP
January 15, 2019 Karen Osborne - January Special Session & Luncheon
December 18, 2018 December 18th Major Gifts Panel
November 14, 2018 National Philanthropy Day 2018
October 16, 2018 October 16th - Female Philanthropists: Leaders and Deciders
September 20, 2018 Mix and Mingle - Florida CraftArt Gallery
September 18, 2018 Fundraising Ethics: Are You Playing a Game of Jeopardy with Your Organization's Reputation?
August 24, 2018 Planned Giving Symposium - 2018
July 17, 2018 The Art and Science of Retaining Digital Donors
June 19, 2018 The 2018 Tax Act, Were You Trumped or Blowing the Trumpets?
June 17, 2018 2018 Planet Philanthropy
May 15, 2018 Conversation with a Philanthropist: Richard Gonzmart
April 27, 2018 Pop Up Networking at our Coffee Chat
April 17, 2018 The Realizing Potential Campaign for NSU
March 20, 2018 Philanthropy in the World of Sports
February 20, 2018 Using Giving Circles to Raise Unrestrited Cash & Identify Major Donors
January 25, 2018 Pop Up Networking & Coffee Chat
January 16, 2018 Karen Osborne - January Special Session & Luncheon
December 19, 2017 Lloyd Horton Lifetime Achievement Award Honoree Celebration
December 15, 2017 ATF: Alcohol, Tobacco & Fundraising ~ Ethical Challenges of Special Events ~ Lunch & Learn
November 15, 2017 National Philanthropy Day 2017
October 17, 2017 Why Don't Board Members Do What They're Supposed to Do?
September 19, 2017 September 2017 Meeting
August 30, 2017 Pop-Up Networking at our Coffee Chat - August
August 25, 2017 Planned Giving Symposium - 2017
August 17, 2017 Young Professionals Coffee & Chat - August
July 18, 2017 Use Your Accounting Team to Increase Your Fundraising
May 31, 2017 Pop-Up Networking at our Coffee Chat
May 16, 2017 Take the Fear Out of Asking for Major Gifts
April 18, 2017 Maximizing Fundraising Event Fundamentals: A Necessary Evil
April 04, 2017 Pop-Up Networking at our Coffee Chat
March 21, 2017 The Holistic Relationship begins with YOU
February 21, 2017 Major Gifts Panel
January 17, 2017 Lynne Wester - January Special Session & Luncheon
January 11, 2017 Mix and Mingle - Cooking Demo & Lunch
December 14, 2016 Jingle Jingle Let's Mingle
December 13, 2016 Keeping Off Santa’s Naughty List: What You Need to Know About Fundraising Ethics
November 15, 2016 National Philanthropy Day 2016
October 18, 2016 October Membership Meeting
October 18, 2016 INVITATION ONLY - Developing Your Fundraising Plan
September 20, 2016 Six Steps to Influence and Impact! Developing Your Own Leader Self-Identity - Leader P.O.V.
August 31, 2016 Planned Giving Symposium - 2016
July 19, 2016 Understanding the Powerful Tools Available to the Philanthropist
June 21, 2016 How to Approach Funders
May 17, 2016 Creating Engagement
April 19, 2016 What Your Data is Doing (or Not Doing) for You
March 15, 2016 Fundraising Marketing, Communications & Social Media
March 10, 2016 Professional Development Series
February 16, 2016 Five Secrets to Building a Fabulous Fundraising Board
January 19, 2016 Lynne Wester - January Special Session & Luncheon
December 15, 2015 Member Meeting
November 12, 2015 National Philanthropy Day 2015
October 20, 2015 Philanthropy in Diverse Communities
October 16, 2015 Ethics in Fundraising Workshop
September 15, 2015 Say `Yes' to Advocacy
August 06, 2015 Planned Giving Symposium - 2015
July 21, 2015 July Member Meeting
June 16, 2015 June Member Meeting
June 10, 2015 Mix & Mingle
May 19, 2015 Ten Keys to Success in Creating Sustainable Funding
April 21, 2015 Off the Field & Giving Back
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