Upcoming Events

    • August 20, 2024
    • 8:00 AM - 12:00 PM
    • Suncoast Hospice/Empath Health 5771 Roosevelt Blvd., Clearwater FL 33760
    Register


    Building Confidence with Planned Giving

    Learn about tangible property charitable gifts, tax changes and leveraging
    AI in charitable planning

    Target audience:

    Fundraising generalists, professional advisors, CAPs, and gift planners.

    Networking opportunity with fundraisers, donors, executive directors, consultants, and grant writers

    August 20, 2024 - 8:00 a.m. to 12:00 p.m.

    Location

    Suncoast Hospice/Empath Health

    5771 Roosevelt Blvd., Clearwater FL 33760

     

    7:30 a.m.

    Registration and Networking and Exhibitors

    Breakfast

     
     

    8:00 a.m.


    Welcome

     
     

    8:10 a.m. – Session 1

    Converting Non-Cash Passion Assets into Charitable Impact

    This presentation will educate the attendees on the state of the art and collectible markets. The attendees will also understand how to use non-cash passion assets toward philanthropic impact and also how to create a legacy using collections.

    TOPICS COVERED –

    When are art, jewelry and collectibles considered a valuable asset?

    How can these assets be used toward charitable impact?

    How can a legacy be created using non-cash passion assets?

    What are the benefits of gifting non-cash passion assets to a donor advised fund?

    How can a charity accept non-cash passion assets?
     

    Colleen Boyle. CAP®

     9:00 a.m.        
     Break – Sponsor Tables  
     

    9:30 a.m. – Session 2

    After the Sunset: Charitable Gift Planning in Light of Expiring Tax Provisions

    The individual tax provisions of the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of 2025 absent Congressional action. What will that mean for your donors and their charitable giving? We will explore the potential tax implications and opportunities.
     

    Toria Bartlett, CPA

     

    10:30 a.m.


     Break – Sponsor Tables
     
     

    11:00 a.m. – Session 3

    Leveraging AI in Charitable Gift Planning 
    for 2024 and Beyond

    In this presentation, Paul Caspersen, CFP®, AEP®, MS will provide the latest information and trends in the dynamic evolution of AI in charitable gift planning. Participants will delve into a systematic 5-step process for analyzing charitable gifts, juxtaposed with the latest planned giving research tools. Caspersen will discuss best practices for incorporating AI and other technologies into technical planned giving research, and donor communication. Through compelling case studies, he will illustrate the successful integration of these technologies in the field. The session will be enriched by interactive dialogue, inviting audience contributions on their current use of AI in planned giving strategies. This presentation promises to furnish attendees with actionable insights
     

    Paul Casperson, CFP®, AEP®, MS


    12:00 p.m.  

    Adjourn

     

    Thank You to Our Sponsors

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    Program Fee

    AFP Member - $60.00

    Guest - $80.00

    The program will only be offered in-person.

    AFP Tampa Bay aims to be accessible and inclusive to all of our members and guests. If you require special accommodations, please let us know via email so we can plan to make adjustments to the program

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    • Sponsorship Opportunities

      Download Sponsorship Information by CLICKING HERE

      $2,500 PRESENTING SPONSOR

    • Eight (8) attendees for the 12th Annual Planned Giving Symposium.
    • Recognition at the sponsored program through a personal introduction by the AFP Tampa Bay/CGP Tampa Bay Presidents
    • Opportunity to address the audience (3 Minutes).
    • Opportunity to have a promotional display table at the Symposium.

    • Opportunity to distribute promotional materials to each attendee.

      Logo featured:
    • In pre and post event Symposium communications

    • On event PowerPoint and verbally mentioned at the Symposium

    • On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
    • In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
    • Logo included in the AFP Tampa Bay National Philanthropy Day program as an AFP Tampa Bay partner.
    • Opportunity to have one (1) email from your organization sent to CGP Tampa Bay contact list before or after the Symposium, your choice. An exclusive offer may be included in the email.
    • Opportunity to have one (1) article in the AFP Tampa Bay monthly newsletter.
    • Opportunity to offer a drawing and collect business cards of attendees at the Symposium.
    • Industry Exclusivity

    $1,000 CONTRIBUTING SPONSOR

    • Four (4) attendees for the 12th Annual Planned Giving Symposium.
    • Opportunity to have a promotional display table at the Symposium.
    • Opportunity to distribute promotional materials to each attendee.

      Logo Featured:
    • In pre and post event Symposium communications
    • On event PowerPoint and verbally mentioned at the Symposium
    • On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
    • In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
    • Opportunity to offer a drawing and collect business cards of attendees at the Symposium.

      $500 FIRST TIME OR NONPROFIT SPONSOR
    • Two (2) attendees for the 12th Annual Planned Giving Symposium.

      Logo Featured:
    • In pre and post event Symposium communications
    • On event PowerPoint and verbally mentioned at the Symposium
    • On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
    • In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
    • Opportunity to offer a drawing and collect business cards of attendees at Symposium.

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    Applied for 3 hours CFRE

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    Speaker Bios

    TORIA BARTLETT, CPA

    Toria has more than 35 years of public accounting experience in the UK and US. In the last decade, she was a partner in a large national firm and an owner in a well-regarded St. Petersburg based firm. She is a licensed CPA in Florida and Pennsylvania and a long-standing member of the AIPCA and FICPA. She is a past president of the Suncoast Estate Planning Council, has authored articles for CPA journals, and presented tax topics for many professional organizations. Toria started VRB Tax & Consulting to follow her passion of working closely with clients navigating tax laws, estate planning, and succession planning.  Toria volunteers with the Early Learning Coalition’s Reading Pals initiative and is the treasurer of Realize Bradenton. In her spare time, she enjoys drawing, crossword puzzles, and cycling around beautiful Manatee County.

    Colleen Boyle, CAP®, The Fine Art Group

    Colleen brings over 20 years of diverse experience in the art and financial world to The Fine Art Group. She has valued art and collectibles for international corporations, museums, and private collectors across the globe. Colleen has provided legal analysis for court cases involving art valuation and identification.

    Colleen earned a diploma in French Fine and Decorative Arts at Christie’s in Paris as well as a Masters in Art History from The University of Saint Thomas and a Bachelor of Arts degree in Economics from The College of William & Mary. Colleen is a founding member of the Private Risk Management Association (PRMA) and is a board member for the Professional Advisors to the International Art Market (PAIAM).

    Having earned the Chartered Advisor in Philanthropy designation (CAP®), Colleen regularly assists clients with monetization strategies of tangible assets for charitable endeavors as well as identifying institutions for direct donations. She is a nationally sought-after speaker and conducts presentations, podcasts and Continuing Education classes on diverse topics pertinent to art and collectibles. Colleen is also featured in a documentary titled “The Real Fake.”

    Paul Casperson, CFP®, AEP®, MS

    Paul Caspersen brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 26 years of financial, estate, and charitable planning experience. Between 2012-2022, he served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, where his Gift Planning team closed $1.25 billion (of the Campaigns $4 billion total) in deferred gifts and outright gifts of complex assets. Prior to his position at the University of Florida, he led the Gift Planning program at Iowa State University. Before specializing in planned giving, Paul spent a decade working in financial services. Paul is the founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. PGI is an affiliate organization to Charitable Solutions LLC, the largest national consulting firm that provides charities with risk management solutions for non-cash donations and charitable gift annuities. He is also a national board member of The National Association of Estate Planners & Councils (NAEPC), which has over 270 member estate planning councils and provides services to their estimated 30,000 individual members. In 2011 Caspersen published the book “Direction Memo: How to Write a Letter of Instructions for Your Estate Plan,” and is regularly published in peer-reviewed journals such as Trusts & Estates. Caspersen graduated with honors from the College for Financial Planning, in Denver, CO with a master’s in financial planning & taxation and an undergraduate degree from the University of Northern Iowa in Business Communications. When not working, Paul enjoys marathon training, cooking, golfing, and spending time with his wife Dana and two sons, Gabe and Garner.

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    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.
    • September 11, 2024
    • 12:00 PM - 1:00 PM
    • Zoom
    • 20
    Register

    MEMBERS ONLY

    Arts & Culture Affinity Group

    Wednesday, September 11, 2024 at Noon

    Zoom

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    Discussion Topic: Size Matters - How to right-size your team and make your case for additional positions.

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    AFP Tampa Bay has several affinity groups that are topic related. These smaller gatherings are for members only to create an opportunity to network and ask questions.

    Daryl DeBerry, Andrea Nalls, and Debbie Sokolov will moderate a conversation relating to topics on arts and culture philanthropy.

    You don’t need to be a part of an arts or cultural organization. Just come ready to contribute to the conversation.

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    Affinity Group is limited to 20 registrants

    AFP Tampa Bay MEMBERS ONLY


    • September 17, 2024
    • 8:00 AM - 2:00 PM
    • Suncoast Hospice/Empath Health 5771 Roosevelt Blvd., Clearwater FL 33760
    Register


    AFP Tampa Bay Conference

    Tuesday, September 17, 2024

    Suncoast Hospice/Empath Health


    Conference Schedule:

    8:00 a.m.
    Headshots, Networking, Light Breakfast and Coffee
    8:55 a.m. Welcome - Opening Remarks
    9:00 a.m.

    The Power of a Survey

    Lauren Elliott, Director of Planned Giving, Georgia State University

    10:00 a.m. Break
    10:15 a.m.

    Session Title To Be Announced

    Ian M. Adair, MS, CNP, ACNP, Director, Leadership Development & Credentialing, Association of Fundraising Professionals (AFP-Global)

    12:15 p.m. Buffet Lunch
    12:30 p.m.

    Tampa General Hospital Foundation: Gala - Case Study

    • Taylor Traviesa Baker, Interim Vice President Development & Major Gifts

    • Jocelyn Koenig, CFRE, Executive Director, Operations & Donor Engagement

    • Marcy Kornfeld, Senior Director of Events & Corporate Partnerships

    • Frann Leppla, Senior Vice President & Chief Philanthropy Officer

    • Jamie Powell, Executive Director of Events & Corporate Partnerships

    2:00 p.m. Conclude

    Conference Fee: AFP Members $99, Guests $130

    (includes digital headshot, coffee, light breakfast and lunch)


    Lauren Elliott, Director of Planned Giving

    Georgia State University

    The Power of a Survey

    Learning Objectives: What will attendees know or be able to do at the end of your session?

    • Draft a planned giving survey.
    • Create three or more cultivation emails that continue the conversation started by the survey.
    • Understand how to use the results of the survey and follow-up communications to qualify donors.

    Description: In a dream world I could walk beside prospects, tapping them on the shoulder every day or so to ask, "Is now the right time for you to make a planned gift?" While (thankfully) I cannot do that, I can create a simple campaign that 1) prompts donors to reflect on their deep connection with my organization 2) uncovers planned gifts that have already been documented by the donor but of which the organization is unaware 3) starts a conversation with donors who are considering making a planned gift to my organization. You will walk out of this session with a drafted planned giving survey and three cultivation emails, better equipped to decide if a survey is right for your shop and whether or not it is something you want to outsource.

    Laptops are encouraged.

    Ian M. Adair, MS, CNP, ACNP, Director, Leadership Development & Credentialing

    Association of Fundraising Professionals (AFP-Global)

    Session Title To Be Announced

     

    Taylor Traviesa Baker, Interim Vice President Development & Major Gifts

    Jocelyn Koenig, CFRE, Executive Director, Operations & Donor Engagement

    Jamie Powell, Executive Director of Events & Corporate Partnerships

    Tampa General Hospital – Gala and Special Events Case Study

    Learn how Tampa General Hospital Foundation’s special events have evolved over the years from pre-Covid to post-Covid. The TGH Foundation team will discuss the success of their previous special events fundraising model, and what changes they have made to increase their return-on-investment, including a game-changing decision to eliminate all night-of revenue enhancers from their gala (including live and silent auctions, Bid-from-the-Heart, 50/50 raffle, wine pull, other games). The team will share how leadership and board members were involved with, and how they reacted to these changes and most importantly, how did their donors and attendees respond? They will provide us with some gala performance metrics and how they are planning to utilize all of their special events for both annual and campaign fundraising. Join us for this lively case study panel, Q&A, and learn how you might implement some of these changes in your organization.



    SPEAKER BIOS

    Lauren Elliott - I found my way into fundraising via my love for the arts, but I stayed because of my love for donors and the impact individual generosity can make on an organization. Over my 15 years in fundraising, I’ve zoomed in on my strength in creating efficient processes that lead to more money being raised for an organization’s mission. After time at the High Museum of Art, Atlanta Ballet, and American Ballet Theatre, I am thrilled to now be a part of University Advancement at Georgia State University.

    Ian M. Adair, MS, CNP, ACNP -

    Ian Adair has spent a career building successful nonprofits. Ian is a three-time nonprofit CEO, TEDx speaker, and recognized expert in leadership, fundraising, and nonprofit management. Over his 25+ year career he has raised tens of millions of dollars, managed regional and national programs, and presented at more than 200 conferences and events around the world. Ian is also a speaker, author, and advocate concerning mental health and wellness in the workplace and works with organizations around the country to improve employee engagement, recognition, and retention – with the goal of enhancing the employee experience. Ian is one of the leading voices in a movement to encourage nonprofit and corporate leaders to take bold action to support the health and well-being of our workforce.

    Ian is the Director of Leadership Development and Credentialing at the Association of Fundraising Professionals global office in Arlington, Virginia. Ian is currently leading AFP’s largest leadership development effort to date to support the next generation of fundraising leaders to fill the ever-growing leadership gap currently happening across the nonprofit sector.

    Taylor Baker - Taylor serves as the Interim Vice President of Development for Tampa General Hospital’s Foundation with a fundraising focus on Behavioral Health, the Heart & Vascular Institute, the Women’s Institute, and the Muma Children’s Hospital. Her non-profit career began as an intern at Johns Hopkins All Children’s Hospital in 2008 while attending college. After graduation, she accepted a full-time position with All Children’s and gained experience in management, event oversight, major gifts, grateful patient program development and the strengthening of faculty engagement in philanthropy during her 9-year tenure with the organization.

    In 2019, she joined the TGH Foundation team as Director of Development and was promoted to Senior Director of Development in 2022. Taylor graduated from the University of Florida with a Bachelor of Science in Public Relations and has an MBA from the University of South Florida Muma College of Business. She is a Certified Fundraising Executive (CFRE), former board member of the St. Petersburg Chamber of Commerce, Leadership St. Pete Class of 2014 alumni, UF Florida Blue Key alumni, named a Tampa Bay Business Journal Up and Comer, is active in the Junior League of Tampa, the Tampa Bay Chamber’s Women of Influence and Public Policy Council and a member of the 2022 Class of LEAD TGH.  She was named a top 40 under 40 award winner by the Association of Healthcare Philanthropy in 2023. She has previously served on the AFP Tampa Bay’s Board as Ethics Chair.  She is a Tampa Bay native and enjoys spending time outside with her husband, Joey, son, Wilder, and daughter, Poppy.

    Jocelyn Koenig - Jocelyn Koenig has worked in nonprofit development for nearly twenty years, with experience in annual giving, major gifts, advancement services, prospect research, events, and analytics. Prior to joining TGH in 2016, Jocelyn helped launch All Children’s Hospital’s capital campaign, led Eckerd College’s annual giving efforts during its $80M campaign, and led Tampa’s first day of giving, Give Day Tampa Bay. Jocelyn was one of the first in the country to become Blackbaud Certified (bCRE-Pro) and has held her CFRE since 2017. Jocelyn has served on several nonprofit boards, including Guardian ad Litem Foundation, Creative Clay, and the Nash Foundation. Jocelyn finds joy in the ability to “pay forward” the good health of her husband, Darren, who received a life-saving heart-lung transplant 20 years ago. Along with their son, Edan, named after Darren’s organ donor, they are proud donors to the TGH Transplant Program.

    Marcy Kornfeld - Marcy Kornfeld joined the TGH Foundation in 2019 and has almost twenty years of nonprofit event planning experience. In her first role out of college she worked at a private school in Los Angeles with many notable alumni and parents, and quickly learned that the guest experience is a key factor to fundraising success. In her previous role at the University of South Florida, she developed, managed, and executed logistics for over 50 programs annually including career highlights of commencement activities and renting a body of water for a concrete canoe competition. Her strategic vision, flexibility, relationship skills and creativity can directly relate to the success she has seen within her special events at TGH. Marcy was a member of the LEAD 2023 class of TGH’s leadership platform for professional growth. She serves on multiple local boards, dappling in roles other than event planning. Marcy is originally from Southern California and holds a bachelor’s degree in Sociology from Sonoma State University. When not at TGH, you can find Marcy spending time with her husband Brian sharing their love of live music, traveling, trying new restaurants, and spending countless hours at youth sporting events with their twin boys who were born at TGH in 2014.

    Frann Leppla - Frann Leppla believes that world-class healthcare has the greatest ability to improve lives and strongly advocates for philanthropic investment as the fuel for health systems to provide such care. Joining the Tampa General Hospital Foundation in 2018, Leepla brings over 12 years of both for-profit and non-profit exeutive leadership to her role. As the Senior Vice President and Chief Philanthropy Officer, she is a dynamic leader who directs sustainable fundraising initiatives to benefit the Tampa General Hospital (TGH) system and its patients.

    Before joining the Foundation, Frann served as the Senior Director of Development at USF Health, helping the University of South Florida reach $1.1 billion in capital for its “unstoppable” campaign. From 2011-2016, she was the director of Development and Strategic Initiatives for the Herbert Wertheim College of Engineering at the University of Florida where she led a $300 million targeted campaign as part of the University’s overall $1.72 billion capital campaign, “Florida tomorrow”. With expertise working with both health care and higher education organizations, Leppla offers a unique perspective, especially valuable within academic medical centers such as TGH. Leppla came to non-profit advancement following a highly successful 16-year sales and sales leadership career in private industry.

    The TGH hospital system is currently undergoing the most transformational period in its history as it expands the depth and breadth of its services, increases its geographic footprint, and assembles new alliances. Under Leppla’s hand, the TGH Foundation has launched its first ever fully comprehensive campaign --- ELEVATING EXCELLENCE: Innovating Tomorrow’s TGH --- which is a six-year, $200M initiative that is the catalyst to build modern and technologically advanced facilities, programmatic support for key strategic priorities, and system-wide initiatives which will further advance the mission of the institution.

    Jamie Powell - Jamie Powell joined the Tampa General Hospital Foundation in April 2015 as the Special Events Manager and during her tenure, she helped increase event income to the highest levels in history. Jamie utilized her relationships with corporations to develop the Corporate Philanthropy Partners program in February 2021, which has increased corporate giving year over year. She was promoted to Executive director, Events & corporate Partnerships in 2022. Her career in non-profit development began in 2007 and has spanned programming, events, fundraising, leadership, and volunteer management. Prior to joining the TGH family, Jamie worked as the Associate Director of Alumni Relations & Special Events for Nova Southeastern University and Development Manager for the American Cancer society. Jamie holds a bachelor’s degree from the University of Central Florida, and her MBA from Nova Southeastern University. She enjoys traveling, hiking, camping, and has a goal of visiting all of the national parks with her husband Patrick and sons, Owen and Michael, who were both born at TGH.

    • October 15, 2024
    • 11:30 AM - 1:00 PM
    • TBD



    • November 14, 2024
    • 11:15 AM - 2:00 PM
    • The James Museum of Western and Wildlife Art, 150 Central Avenue, St. Petersburg FL 33701
    Register

    National Philanthropy Day 2024

    Partner:


    Thursday, November 14th

    11:15 a.m. Registration & Networking

    Noon Lunch & Program

    Sponsor Levels

    Friends of Philanthropy ~ $5,000.00 (Early bird $4,950.00)

    • Name appears in all pre and post event publicity
    • Recognition in program and invitation (includes honoree)
    • Full-page, four-color ad in program
    • One table of 10 at the lunch – with table sign (front row seating)
    • Opportunity to honor one person at table/honoree receives gift
    • Corporate name and honoree name listed in program and slide show
    • Name prominently displayed at lunch entrance and mentioned verbally
    • Opportunity for company materials/giveaways
    • Interview of company representative for website and media use

    10 Star Partners (10 Available) ~ $2,500.00 (Early bird $2,450.00)

    • Name appears in all pre and post event publicity
    • Recognition in program and invitation (includes honoree)
    • Half-page, four-color ad in program
    • One table of 10 at the lunch (priority seating)
    • Opportunity to honor one person at table/honoree receives gift
    • Corporate name and honoree name listed in program and slide show
    • Name prominently displayed at luncheon entrance and mentioned verbally

    Distinguished Table Partner with Honoree ~ $1,750.00 (Early bird $1,700.00)

    • One table of 10 at the lunch (preferred seating)
    • Opportunity to honor one person at table/honoree receives gift
    • Quarter-page, four-color ad in program
    • Corporate name and honoree name listed in program and slide show

    Table Partner ~ $850.00 (Early bird $800.00)

    • One table of 10 at the lunch

    Individual Ticket ~ $85.00

    • One ticket at the lunch

    EARLY BIRD DEADLINE: AUGUST 9th If you have questions about the event, please email Chandra by clicking HERE

    • December 04, 2024
    • 9:00 AM - 11:00 AM
    • Panera Bread, 2285 Ulmerton Road, Clearwater FL 33762
    • 20
    Register

    MEMBERS ONLY

    Arts & Culture Affinity Group

    Wednesday, December 4, 2024 at 9:00 a.m.

    Panera Bread

    2285 Ulmerton Road, Clearwater FL 33762

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    Discussion Topic: Having a Seat at the Table - How Development Should Be Included.

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    AFP Tampa Bay has several affinity groups that are topic related. These smaller gatherings are for members only to create an opportunity to network and ask questions.

    Daryl DeBerry, Andrea Nalls, and Debbie Sokolov will moderate a conversation relating to topics on arts and culture philanthropy.

    You don’t need to be a part of an arts or cultural organization. Just come ready to contribute to the conversation.

    *********************

    Affinity Group is limited to 20 registrants

    AFP Tampa Bay MEMBERS ONLY


    • December 17, 2024
    • 11:30 AM - 1:00 PM
    • TBD



    • June 09, 2025
    • June 11, 2025
    • Rosen Centre Hotel - Orlando, FL


    For more information on the Florida Caucus and Planet Philanthropy - please click HERE

Past events

July 16, 2024 Restoring the Lost Art of Empathy: The Key to Ethical and IDEA Cultures - July AFP Tampa Bay
June 18, 2024 CRMs The Good, The Bad and The Transitions - June AFP Tampa Bay
June 03, 2024 Planet Philanthropy 2024
May 21, 2024 The Future of Fundraising with AI - May AFP Tampa Bay
May 08, 2024 Arts and Culture Affinity Group - AFP Tampa Bay
April 24, 2024 AFP Tampa Bay Membership Orientation - April 2024
April 16, 2024 Why For-Profit Businesses Create Nonprofit Entities: A Conversation with Helen Barrott, Executive Director of the Fifth C Foundation - April - AFP Tampa Bay
April 07, 2024 AFP ICON 2024
March 27, 2024 AFP Tampa Bay Membership Orientation - March 2024
March 26, 2024 COMMITTEE MEETING - Planned Giving Symposium
March 19, 2024 A Comprehensive Approach to Capital Fundraising - March - AFP Tampa Bay
February 20, 2024 Giving is DOWN... Now What? - February- AFP Tampa Bay
January 16, 2024 Quick and Easy Ways to Boost Your Online Fundraising - January- AFP Tampa Bay
December 18, 2023 CANCELLED - AFP Tampa Bay Membership Orientation
December 18, 2023 Leadership Affinity Group - AFP Tampa Bay
December 12, 2023 Lloyd Horton Award Luncheon in honor of Debra Golinski - AFP Tampa Bay
November 28, 2023 AFP Tampa Bay Membership Orientation - November
November 16, 2023 2023 Tampa Bay Philanthropy Week Reception
November 13, 2023 Tampa Bay Philanthropy Week 2023 Patronage Opportunities
November 02, 2023 Arts and Culture Affinity Group - AFP Tampa Bay
October 24, 2023 Ethics among the Industries: A Panel Discussion with Tampa Bay’s Most Experienced Fundraising Professionals
October 23, 2023 AFP Tampa Bay Membership Orientation - October
October 10, 2023 11th Annual Planned Giving Symposium - AFP Tampa Bay
October 10, 2023 Planned Giving Symposium 2023 Sponsorship Opportunities
September 27, 2023 AFP Tampa Bay Membership Orientation - September
September 26, 2023 Healthcare Affinity Group - AFP Tampa Bay
September 19, 2023 5th Annual Conference - AFP Tampa Bay
September 12, 2023 Leadership Affinity Group - AFP Tampa Bay
September 07, 2023 CFRE Two Day Prep Course
August 15, 2023 Engaging Donors Thru Events - August - AFP Tampa Bay
August 02, 2023 Work/Life Balance - Arts and Culture Affinity Group - AFP Tampa Bay
July 18, 2023 Online Marketing Strategies for 2023 - July - AFP Tampa Bay
June 29, 2023 Major Gifts Affinity Group - AFP Tampa Bay
June 20, 2023 Capital Campaigns Prospecting - June - AFP Tampa Bay
June 12, 2023 2023 Planet Philanthropy
May 30, 2023 Healthcare Affinity Group - Trials and Tribulations of Grateful Patient Fundraising- AFP Tampa Bay
May 16, 2023 Fit Fundraising - Middle Donor Mania - May- AFP Tampa Bay
April 18, 2023 The Future of Fundraising - April - AFP Tampa Bay
April 16, 2023 AFP ICON 2023
April 04, 2023 Leadership Affinity Group - AFP Tampa Bay
March 29, 2023 How to utilize consultants in Arts & Culture organizations with special guests Paul Wilborn and John Collins - Arts and Culture Affinity Group - AFP Tampa Bay
March 21, 2023 Influence-Centered Change Management: Channeling Your Inner Kermit the Frog - March - AFP Tampa Bay
February 21, 2023 Major Gifts - Practical to Spectacular - February - AFP Tampa Bay
January 17, 2023 Digital Media Solicitation Strategies - January - AFP Tampa Bay
December 13, 2022 Confessions of a Serial Connector - December AFP Tampa Bay
November 17, 2022 Tampa Bay Philanthropy Week Reception
November 14, 2022 Tampa Bay Philanthropy Week 2022 Patronage Opportunities
November 08, 2022 AFP Webinar: How to Close Every End-of-Year Gift and Set Yourself Up for Success in 2023- MEMBERS ONLY
October 19, 2022 Arts and Culture Affinity Group - AFP Tampa Bay
October 18, 2022 What Would You Do? It's time to get real about today's most pressing fundraising ethical dilemmas - October AFP Tampa Bay
September 27, 2022 CANCELLED - AFP Tampa Bay Membership Orientation - September
September 20, 2022 4th Annual Conference - AFP Tampa Bay
August 31, 2022 Major Gifts Affinity Group - AFP Tampa Bay
August 25, 2022 CANCELLED - CFRE Prep Two Day Course
August 16, 2022 10th Annual Planned Giving Symposium
July 28, 2022 Leadership Affinity Group - AFP Tampa Bay
July 26, 2022 AFP Tampa Bay Membership Orientation - July
July 19, 2022 10 Digital Marketing Tips to Help Reach Your Fundraising Goals - July AFP Tampa Bay
June 22, 2022 Arts and Culture Affinity Group - AFP Tampa Bay
June 21, 2022 Understanding the Powerful Tools Available to the Philanthropist - June AFP Tampa Bay
June 05, 2022 2022 Planet Philanthropy
June 01, 2022 Arts and Culture Affinity Group - AFP Tampa Bay
May 24, 2022 NATURE COAST -AFP Tampa Bay Board Introduction & Membership Orientation
May 19, 2022 Major Gifts Affinity Group - AFP Tampa Bay
May 17, 2022 Everything I Learned About Campaigns, I Learned from My Cats - May AFP Tampa Bay
May 02, 2022 AFP ICON 2022
April 19, 2022 Double Session - Laura Fredricks - April AFP Tampa Bay
April 12, 2022 Leadership Affinity Group - AFP Tampa Bay
March 29, 2022 AFP Tampa Bay Membership Orientation - March
March 15, 2022 Storytelling - From Strategy to Delivery - March AFP Tampa Bay
February 15, 2022 February 15, 2022 - Pop Goes Development
January 25, 2022 AFP Tampa Bay Membership Orientation - January
January 18, 2022 January 18, 2022 - Creating a Culture of Collaboration Where Everyone Can Shine
December 14, 2021 December 14, 2021 Annual Meeting & J. Lloyd Horton Lifetime Achievement Award
November 15, 2021 Tampa Bay Philanthropy Week 2021 Sponsorship Opportunities
November 02, 2021 Being a Remote/Hybrid Work Rockstar - MEMBERS ONLY
October 26, 2021 AFP Tampa Bay Membership Orientation
October 19, 2021 Everyday Ethics: Insights and a Conversation
September 28, 2021 AFP Tampa Bay Membership Orientation
September 21, 2021 3rd Annual Conference - AFP Tampa Bay
September 14, 2021 WEBINAR - Effective End of Year and Holiday Fundraising Campaigns - MEMBERS ONLY
August 17, 2021 9th Annual Planned Giving Symposium ~ The Year That Changed Everything - How 2020 Transformed Charitable Giving
July 27, 2021 AFP Tampa Bay Membership Orientation
July 20, 2021 What The Heck Happened????!!!!! - Byron Smith - INPERSON & VIRTUAL
June 29, 2021 AFP Tampa Bay Membership Orientation
June 28, 2021 AFP ICON
June 15, 2021 Lessons Learned from the Pandemic & Moving Forward - Panel Discussion - INPERSON & VIRTUAL
June 06, 2021 2021 Planet Philanthropy
May 25, 2021 AFP Tampa Bay Membership Orientation
May 18, 2021 How to Fundraise in a Crisis & Delight Donors in Virtual World
May 11, 2021 How to Become a CFRE - MEMBERS ONLY
April 20, 2021 Listening To and Talking With Donors: Applying Research to Reality - April 20th
April 06, 2021 AFP Tampa Bay Membership Committee Meeting
March 30, 2021 AFP Tampa Bay Membership Orientation
March 23, 2021 New in the Profession Roundtable
March 16, 2021 Managing Our Virtual Work - March 16th
March 03, 2021 Financial Planning on a Non-Profit Salary - MEMBERS ONLY
February 23, 2021 AFP Tampa Bay Membership Orientation
February 16, 2021 Managing the Ask...Essential Steps When Soliciting Major Donors - February 16th
February 02, 2021 AFP Tampa Bay Membership Committee Meeting
January 19, 2021 January 19th - Jason Lewis - Half Day
December 15, 2020 Apply Design Thinking for Fundraising ~ Elevate the Donor Experience
November 18, 2020 How COVID-19 is Changing the Hiring Process - MEMBERS ONLY
November 12, 2020 TBPW Story Submissions
November 09, 2020 Tampa Bay Philanthropy Week Sponsorship Opportunities
October 27, 2020 AFP Tampa Bay Membership Orientation
October 20, 2020 10/20/2020 - Everything You Wanted to Know and Were Too Afraid to Ask About Ethics-Virtual Membership Meeting
October 07, 2020 AFP Tampa Bay Conference
September 29, 2020 AFP Tampa Bay Membership Orientation
September 15, 2020 September 15th - Virtual Conversation with a Philanthropist - Lorna Taylor of Premier Eye Care
September 04, 2020 AFP New in the Profession Coffee Hour with Kecia Carroll
August 18, 2020 August 18th - 2020 Virtual Planned Giving Symposium ~ The Art and Science of Planned Giving
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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