Upcoming Events

    • July 16, 2019
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 93
    Register

    Ethics and Research: Get Worried...If You're NOT Doing Research!


    Jennifer Fila


    Tuesday - July 16, 2019

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    11:00 Membership Orientation
    11:30 Networking
    11:45 Announcements
    12:00 Program


    Join Jennifer Filla for a candid discussion about prospect research. Find out what prospect research is, how you're already doing it, and how to do more - ethically. Drawing comparisons with prospect research practices in for profit sales and drawing from studies on consumer and nonprofit donor expectations on the use of their data, Jen will help you shift your perspective to that of the donor and the AFP Donor Bill of Rights. She will also discuss ways you can protect all of your confidential data, inside your organization and when working with outside vendors.

    Regular & Gluten Free Meal: 

    Chicken Mole | Ancho Chile, Chocolate


    Vegetarian Meal: 

    Seasonal Ravioli | Chef’s selection of Vegetarian Ravioli


    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. Applied for 1 hour CFRE Credit


    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    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. 

    Jennifer Filla, Prospect Research Professional

    A resourceful fundraiser with an innovative focus on prospect research, it's a great day for Jen Filla when she can help an organization focus and connect with its best donor prospects as President of Aspire Research Group LLC or help a prospect research professional learn and apply a new skill as CEO of the Prospect Research Institute.

    Deeply committed to advancing philanthropy and the fundraising profession, Jen is co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP-Wiley Fund Development Series. She has also served as a volunteer and trustee for numerous organizations over the years including The Center Foundation and Habitat for Humanity of Delaware County.

    Jen is a member of the Association of Professional Researchers for Advancement (APRA) and the Association of Fundraising Professionals (AFP). A frequent speaker, she receives invitations to present nationally and internationally, and has presented at both AFP and APRA international conferences.

     

    • August 20, 2019
    • 9:00 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 102
    Register

    Planned Giving 101 & 201

    Joint Meeting with
    Charitable Gift Planners of Tampa Bay

    Morning Topic: Planned Giving 101

    presented by Beverley J. McLain, M.B.A., CAP®

    In this session, Beverley will cover what your organization should know about assessing 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
                 presented by 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

    Regular & Gluten Free Meal:

    Surf & Turf | 6oz, Herb-Crusted Sirloin, Blackened Shrimp, Bleu Cheese and Red Wine Butter Sauce


    Vegetarian: 

    Veggie Wellington | Herb Marinated and Grilled Vegetables and a Wild Mushroom Duxelle in a Crispy Puff Pastry with a Balsamic Glaze


    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.

    • August 22, 2019
    • August 23, 2019
    • 2 sessions
    • Berkeley Preparatory School 4811 Kelly Road Tampa, FL
    • 4
    Register



    • September 17, 2019
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 112
    Register

    The In’s and Out’s of Corporate Funding



     Amanda Stevens



    Arleen Quiñones


    Caroline Vostrejs



    Moderator: Michelle Turman


    Join representatives from some of Tampa Bay’s key corporations in a close up and personal conversation about approaching prospective corporate funders for your organization. Moderated by Michelle Turman, CEO of Catalyst Consulting Services, participants will learn how to identify key values for funders, stewardship best practices, and how to create lasting philanthropic relationships with corporations in our area.


    Tuesday - September 17, 2019

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    11:00 Membership Orientation
    11:30 Networking
    11:45 Announcements
    12:00 Program

    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. Applied for 1 hour CFRE Credit


    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    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. 

    Michelle Turman, MA, CFRE is the CEO of Catalyst Consulting Services whose mission is to facilitate positive change in the areas of executive searches, organizational management, and fundraising. With over twenty-four years of nonprofit experience, Michelle established Catalyst Consulting Services and has been responsible for increasing the impact and best practices of nonprofit organizations she serves and has raised over $60 million for the Tampa Bay community through her professional and personal philanthropic efforts. In addition to facilitating change nationally and in the Tampa Bay area, Michelle’s community service has included leadership roles on the boards of the Arts Council of Hillsborough County, Suncoast Chapter of the Association of Fundraising Professionals, Centre Club’s Philanthropy Committee, Charitable Gift Planners of Tampa Bay, Donate Life America, Leadership Pinellas, the South Tampa Y and University of South Florida’s Women in Leadership & Philanthropy, the Women’s Exchange (WE), and Working Women of Tampa Bay Foundation. Turman is author of the best-selling book, Jumping the Queue – Achieving Great Things Before You Are Ready which focuses on how young professionals can seize personal and professional opportunities, achieve great things, and get what they want and deserve. Turman is a Key Partner and educational trainer for the Nonprofit Leadership Center of Tampa Bay and at the Edyth Bush Institute for Philanthropy & Nonprofit Leadership at Rollins College. She is a Certified Fund Raising Executive and specializes in professional education in the areas of change management, capital campaigns, volunteer management, board governance, and fund development. Turman has been featured in American Express: Open Forum, Arizona Business Magazine, Inc.com, Inside Business, New York Daily News, Investor’s Business Daily, Nerdy Girls Express, Young Upstarts, and Rural Messenger as an expert and author for her focus on change management in the workforce. In 2015, Turman was recognized by Tampa Bay Metro Magazine as one of Tampa Bay’s Distinguished Women in Business and the Face of Nonprofit Change in 2016, nominated by Tampa Bay Business Journal as Business Woman of the Year in 2007, 2016 and 2017 and was recently nominated by the Greater Tampa Chamber of Commerce as The Outstanding Small Business Leader of the Year for 2018.


    Arleen Quiñones has served as Corporate Vice President, Investor Relations and Corporate Communications since July 2014. In this role, she is responsible for developing and strategically managing the content and flow of company information to the investment community, as well as oversight of internal and external communications that enhance Tech Data’s brand and global reputation. Previously, she served the company as Vice President, Investor Relations and Shareholder Services. Prior to joining Tech Data in 2010, Arleen served as Senior Vice President, Marketing and Communications for HD Supply, a diversified wholesale distributor, and as Vice President, Investor Relations for Hughes Supply, a wholesale distributor acquired by The Home Depot in 2006. She also served as Director, Investor Relations and Shareholder Services for Genuity, Inc., a provider of internet infrastructure services, and spent more than 16 years in various financial roles of increasing responsibilities at GTE Corporation, now known as Verizon. Arleen holds an MBA from the Goizueta Business School at Emory University and a bachelor’s degree in Finance from the University of South Florida.

    Caroline Vostrejs, Director of Business Development, The Beck Group.  Based in Tampa, Caroline oversees Beck’s business development and marketing efforts, implementation of the regional strategic plan and serves as a member of the Florida Region’s leadership team. Caroline also oversees the annual Beck Scramble, which has raised over $1.5MM during her tenure to benefit The University of Tampa Scholarship fund. She joined Beck in 2005, where her aptitude for client service and teamwork was recognized in 2008 with a Beck’s People’s Choice Award for Outstanding Achievement by her peers. She credits her passion for community service for teaching her about motivating others because “with volunteers, it isn’t a paycheck.” In her spare time, Caroline enjoys traveling, spending time with her family and volunteering. Caroline is a proud second generation Florida Gator.



    • October 03, 2019
    • 8:00 AM - 6:00 PM
    • ZooTampa, 1101 W. Sligh Avenue, Tampa FL 33604
    • 81
    Register

    Click HERE for Sponsorship Information!  



    SCHEDULE

    8 - 8:30 am ~ Registration and Breakfast 

    8:30 - 8:45 am ~ Welcome and kick-off

    8:45 -10:15 am ~ Session 1 Holly Duncan, CFRE

    10:15 -10:30 am ~ Break

    10:30 - Noon ~ Session 2 Sara Leonard, MBA, CFRE & Merrill Stewart, CFRE

    Noon - 1:30 pm ~ Lunch & Webinar (open to the full membership) 

    1:30 - 3:00 pm ~ Session 3

    This unique session is an opportunity for fundraisers to take a fresh look at many aspects of their work.  The format is designed to be engaging with a variety of topics and speakers, in a TED-Style Talk.  Speakers will be quick-hitting, with only 12-15 minutes per speaker. 

    Holly Duncan, CFRE

    Michelle Turman, CFRE - Jumping the Queue: Achieving Great Things Before

    You are Ready - How young professionals can seize personal and professional opportunities, achieve great things, and get what they want and deserve.

    Jason Alpert - Free and Easy Money the Bid from the Heart

    You work really hard to find ways to raise money at your events. You collect auction items, you sell sponsorships and tickets, and you execute opportunity drawings, but the easiest way to raise money on-site at an event is just by asking for it.

    De'Nicea Hilton

    3:00-4:00 pm ~ Reception begins for conference participants and presenters

    4:00-6:00 pm ~ Reception open to all AFP members and all guests


    Click HERE for Sponsorship Information!  

    • October 03, 2019
    • 4:00 PM - 6:00 PM
    • ZooTampa at Lowry Park 1101 W Sligh Ave Tampa, FL 33604
    • 116
    Register

    AFP Member Social

    Thursday, October 3rd


    Come and mix and mingle with fellow AFP members, enjoy African views and a beer or glass of wine with your $5 reservation.


    Cash bar is available for additional beverages. Reserve now and don’t miss out on this fun evening as access is limited.


    4:00 pm - 6:00 pm


    ZooTampa at Lowry Park
    1101 W Sligh Ave
    Tampa, FL 33604

                  

    • October 15, 2019
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 112
    Register

    Family Foundations & Trusts 


    Tuesday - October 15, 2019

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    11:00 Membership Orientation
    11:30 Networking
    11:45 Announcements
    12:00 Program

    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. Applied for 1 hour CFRE Credit


    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    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. 


    • November 15, 2019
    • 7:45 AM - 10:00 AM
    • Tampa Airport Marriott, 4200 George J Bean Parkway, Tampa FL 33607
    Register

    National Philanthropy Day 2019

    Partner:

    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 breakfast – 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 breakfast 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 breakfast (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 ~ $1,500.00 (Early bird $1,450.00)
    • One table of 10 at the breakfast (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 ~ $750.00 (Early bird $700.00)
    • One table of 10 at the breakfast
    Individual Ticket ~ $75.00
    One ticket at the breakfast


    EARLY BIRD DEADLINE: AUGUST 9th If you have questions about the event, please email afpsuncoastchapter@gmail.com

    • December 17, 2019
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 112
    Register

    December Membership Meeting


    Tuesday - December 17, 2019

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    11:00 Membership Orientation
    11:30 Networking
    11:45 Announcements
    12:00 Program

    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. Applied for 1 hour CFRE Credit



    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    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. 


    • January 21, 2020
    • 11:30 AM - 1:00 PM
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 112
    Register

    January Meeting

    Presented by Claudine A. Donikian, JD, MBA - President & CEO Pentera






    Tuesday - January 21, 2020

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    11:00 Membership Orientation
    11:30 Networking
    11:45 Announcements
    12:00 Program

    Regular Meal (GF): 


    Vegetarian: 


    PLEASE NOTE: Once a meal choice has been made, it CANNOT be changed the day of the luncheon.  Food service has been extremely delayed in the past due to attendees changing their meal or sending their meal back for changes. Applied for 1 hour CFRE Credit



    MEETING FEE

    $25.00 for Members

    $40.00 for Guests

    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. 

    SPEAKER BIO

    Claudine A. Donikian, JD, MBA
    President & CEO

    Claudine A. Donikian, JD, MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. One of Claudine's professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP).

    Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.

    Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.

     

Past events

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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AFP Suncoast PO Box 1134 . St. Petersburg, FL 33731 | Email: afpsuncoastchapter@gmail.com
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