Upcoming Events

    • June 07, 2020
    • (EDT)
    • June 09, 2020
    • (EDT)
    • Caribe Royale


    POSTPONED

    A COVID-19 and Planet Philanthropy 2020 Update

    Dear Planet Philanthropy Friends,

    We hope this finds you all safe and healthy during this very difficult time as a community, nation, and world.

    The situation of COVID-19 has been rapidly evolving. Last week as the Center for Disease Control and Prevention released guidance that the hosting of large events and mass gatherings be suspended for at least eight weeks, the AFP Florida Caucus board met and consulted with its conference planner on what this meant to Planet Philanthropy 2020 scheduled for June 6-9 (just 10 weeks out).

    As we are bound by our contract with our conference hotel, Caribe Royale, it’s in our best interest financially to postpone the conference and not cancel it. Fortunately, the hotel has granted us additional time to explore options. Our options are: To move the conference to fall 2020 or to summer 2021. A virtual conference is not an option due to our contract with the hotel. The Caucus Board will make a decision by the end of April.

    We are not issuing any refunds at this time. Once details on the conference are decided, we will be able to answer questions regarding registration.

    On behalf of the AFP Florida Caucus Board, thank you for your cooperation and understanding during this time. Despite this difficult situation, we appreciate your support and are working hard to ensure the Planet Philanthropy conference is a success.

    We will advise as soon as possible on the next development.

    Yours in service,

    Meredith Feder, CFRE

    President

    AFP Florida Caucus



    We are looking for volunteer planning committee members! If you are interested in serving before or at Planet Philanthropy 2020 in Orlando, email AFPFlorida@yahoo.com to sign up.


    • June 16, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Zoom
    • 54
    Register

    Advancing in Your Career

    Current climate have you nervous about your future in philanthropy?  Not sure how to take the next steps in your career?  Learn from our panel of tenured Tampa Bay fundraisers as they answer questions about how they advanced in their careers.  Attendees will come away with personal anecdotes about taking next steps, navigating our current climate, and best practices in advancing your career in philanthropy.

    Moderator: Kathy Rabon, Vice President of Philanthropy, Suncoast Hospice Foundation

    Panelists:

    • Marion Yongue, Associate Vice President of Development, University of South Florida Foundation
    • Jenine Rabin, Executive Vice President, Johns Hopkins All Children’s Foundation
    • Stacy Baier, CEO, Pinellas Education Foundation

     

    Kathy Rabon, CFRE
    Vice President
    of Philanthropy,

    Suncoast Hospice
    Foundation

     

    Marion T. Yongue, CAP
    Associate Vice President
    of Development,

    University of South
    Florida Foundation

     

    Jenine Rabin, M.B.A.
    Executive Vice President,

    Johns Hopkins All Children's
    Hospital Foundation

     

    Stacy Baier
    CEO,

    Pinellas Education
    Foundation


    Tuesday - June 16, 2020

    11:30 AM - 1:00 PM

    **********

    Applied for 1 hour CFRE Credit

    **********

    FEES

    AFP Members FREE OR Donation of $10.00

    Guests $10.00 

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

    **********

    Marion Yongue is a member of the University of South Florida Foundation leadership team.  Over the past 8 years, he has been honored to work with donors who have included the University of South Florida in their philanthropic plans.  He manages a team that is responsible for gift planning, corporate relations, foundation relations, alumni giving, and WUSF Public Media.

    Marion has more than 20 years of professional experience in the areas of major gifts, estate planning, non-profit management and donor focused fundraising.  His career began at Moffitt Cancer Center Foundation working with grateful patients, faculty and staff.

    Marion received a B.A. in accounting from the University of South Florida.  In 2016, he earned the designation of Chartered Advisor in Philanthropy (CAP) from the Richard D. Irwin Graduate School of the American College.

    In addition to serving on the current board of the National Association of Charitable Gift Planners, Yongue is a past President of the Charitable Gift Planners of Tampa Bay, the Rotary Club of Tampa Westshore, and AFP Tampa Bay.  Yongue is also member of the Suncoast Estate Planning Council, the Tampa Bay Estate Planning Council and the Pinellas County Estate Planning Council.

    Jenine Rabin, M.B.A. - As executive vice president of the Johns Hopkins All Children’s Foundation, Ms. Rabin plays a key role in defining organizational funding needs and shaping the philanthropic opportunities that invite donors to become involved through their gifts of time, talent and treasure. She is responsible for all fundraising activities and personnel. Under her leadership, the Foundation was able to raise a record breaking $24 million in fiscal year 2019.

    Before joining the John Hopkins All Children’s Foundation in October 2012, Ms. Rabin was campaign director for the Smithsonian Institution, leading the Smithsonian's first national, comprehensive campaign of $1.75 billion to benefit its 19 museums and galleries, the National Zoological Park, and nine research facilities. Ms. Rabin’s 24 year career in fundraising also includes running programs at American University, Stetson University, the Children’s Museum of Indianapolis and Washington Very Special Arts.

    Ms. Rabin earned a bachelor of arts degree at American University in Washington, D.C. and an M.B.A. at Stetson University in Deland, FL. She is a member of the Council for the Advancement and Support of Education, the Association for Fundraising Professionals and the Association for Healthcare Philanthropy. Serves on Children’s Miracle Network CDO Advisory Board and actively speaks on fundraising topics at conferences.

    Jenine lives in Saint Petersburg with her husband Drew, and their daughters, Verity, and Chance.

    Dr. Stacy Baier has more than 10 years of experience in foundation development and capacity building, including identifying partnership opportunities and strategic investment goals implementation. As CEO of the nationally recognized Pinellas Education Foundation, Stacy leads all development, program and administrative activities at the Foundation while cultivating a strong working relationship between the business and school communities. Her proven leadership and extensive policy background was most recently utilized at the Florida Philanthropic Network where she served as president and CEO. Prior to that, Stacy was vice president and program director of College and Career Readiness for Helios Education Foundation. She has also served as executive director of the Consortium of Florida Education Foundations. She has held numerous leadership positions at state and national levels, including serving as chair of the Florida Education Foundation Board, chair of FPN’s Education Funders Affinity Group, co-chair of the National Collaborative for Student Success and co-chair of the Grantmakers for Education Annual National Conference.

    Stacy received her doctorate in Educational Leadership at the University of Florida and holds a Master of Education from Harvard University. She is the immediate past president of The Junior League of Tampa. A graduate of Leadership Florida, Class XXXII, Stacy is also a founding board member of the National Schools Foundation Association and author of “From Better to Best: Practical Strategies to Boost Efficiency in Your Education Foundation,” a strategy guide to enhance the effectiveness of education foundations and improve financial return.

    Kathy Rabon, CFRE, CFRM, is the Executive Director and Vice President of Philanthropy for the Suncoast Hospice Foundation, a member of Empath Health. Previous positions include Executive Director of the Performing Arts Center Foundation at Ruth Eckerd Hall; Deputy Director of Development for the Salvador Dali Museum; Vice President of Development and Communications for the Tampa Metropolitan Area YMCA; Chief Development Officer for the Girl Scouts of West Central Florida and President/CEO of the Clearwater Regional Chamber of Commerce.  Kathy is an AFP Certified Fundraising Executive and holds her Certification in Fundraising Management from the Lily Family School of Philanthropy at Indiana University and Certification in Organizational Development from the University of Georgia.

    Kathy has served as a board member on two International boards, Association of Fundraising Professionals, Int. and Association of Junior Leagues, Int.  In 2019, she was one of 5 women selected by AFP to serve as professional fundraising mentors.  She has served in many local board positions including Suncoast AFP Executive Committee; past president, Junior League of Clearwater-Dunedin; past president Leadership Pinellas; board member, Leadership Tampa Bay; United Nations Association Board of Directors; St. Petersburg College Board of Advisors; Clearwater Jazz Holiday Foundation; Clearwater Marine Aquarium Board of Directors.

    Community honors include:  National Association of Community Leadership’s Distinguished Leader Award; Soroptimist International Women Honoring Women; JLCD Volunteer of the Year, Community Volunteer of the Year and Sustainer of the Year; Leadership Pinellas Outstanding Alumni Award; Who’s Who in American Business; International Who’s Who of Public Service; YWCA Tribute to Women in Tampa Bay; and was honored to carry the Olympic Torch in recognition of her community service on its journey to the Atlanta Olympic Games in 1996. 

    • June 18, 2020
    • 8:00 AM - 9:00 AM (EDT)
    • Zoom
    • 1
    Register


    Thursday - June 18, 2020

    8:00 AM - 9:00 AM


    Virtual Coffee Hour with AFP-
    New in the Profession


    Join the New in the Profession Committee of the Suncoast AFP Chapter for coffee and conversation on June 18th 8-9 am. Online log-in information will be emailed to you upon registration. For any questions about the program, please email Amanda Jacobson, New in the Profession Chair and Women United Manager at United Way Suncoast at: ajacobson@uwsuncoast.org!


    **********

    This program is offered FREE for AFP Members and guests.  

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


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

    July Membership Meeting


    Tuesday - July 21, 2020

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    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. 


    • August 18, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 112
    Register

    August Membership Meeting


    Tuesday - August 18, 2020

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    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. 


    • September 15, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 110
    Register

    Conversation with a Philanthropist


    Tuesday - September 15, 2020

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

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

    Thank you to our Luncheon Partner!


    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. 

    Interested in a Membership Orientation?

    Contact Danna Bramlett, Membership Chair, at Danna.bramlett@zootampa.org.  She will schedule a Webex/Phone review of the content at your convenience.


    • October 20, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 112
    Register

    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

     


    Tuesday - October 20, 2020

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

    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. 

    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)
    • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
    • 112
    Register

    Apply Design Thinking for Fundraising - 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.


    Tuesday - December 15, 2020

    11:30 AM - 1:00 PM

    Doors open at 11:30 AM

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


    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. 

    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.



Past events

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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