Understanding the Powerful Tools Available to the Philanthropist - June AFP Tampa Bay

Understanding the Powerful Tools Available to the Philanthropist

You have successfully obtained the right investors, aka donors, for your organization.  Now you want to make the most of their investment, aka donations.  Byron Smith will provide the What, Why, Where and When to use the Powerful Tools available to your investors:

• Donations of closely held stock

• Charitable Remainder Trust

• Donor Advised Funds

He will discuss the proper recording and reporting of pledges, as well as other topics important to making your organization look its best via financial statements and Form 990.

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June 21, 2022 AFP Tampa Bay Meeting

Meeting Information

3 Registration Options

1. In-Person at Brio Italian Grille, Tampa

2. Virtual - From Anywhere

3. Watch Party - Nature Coast

Thank You to Our Luncheon Partner

BRIO ITALIAN GRILLE INTERNATIONAL PLAZA

2223 N. West Shore Blvd., Tampa FL 33607

11:30 a.m. Registration & Networking

11:45 a.m. Welcome & Lunch Service

Noon Program

Program Fee

AFP Member - $30.00

Guest - $40.00

The program fee is the same in-person or virtual. Please indicate when registering your attendance choice for meal planning purposes.

Meal Choices

All lunches will be served with a Chopped Salad - Choose one:

1. Pasta alla Vodka

2. Grilled Salmon Fresca

3. Mezza Lasagna

Speaker Bios

Meeting Guidelines

AFP Tampa Bay recognizes the importance of personal connection, but your health is our priority. We continue to monitor the community level for our area and follow CDC recommendations.

We ask that you not attend if:

• You have recently tested positive for COVID-19. Use the self-evaluation tool HERE to determine when you may return to in-person meetings after testing positive.
• You have been recently exposed to someone with COVID-19.
• You are waiting on COVID-19 test results.
• You feel you may be becoming sick, running a fever, or experiencing any symptoms associated with COVID-19 such as fever, cough, or shortness of breath.