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The AFP Tampa Bay Program Committee meets monthly on the third Monday at 12:30pm.
Target audience: Fundraising generalists, professional advisors, CAPs, and gift planners.
Session 1 – Know Your Ships: The Fleet of Planned Giving Options
From simple bequests to more complex giving vehicles – understanding which vessel fits the voyage.
Session 2 – What Makes a Donor Set Sail?
Every donor conversation contains clues about what motivates a donor, how they prefer to give, and when they may be ready to act. This session will provide guidance on how to recognize those signals, build a "donor profile in motion," and match each donor with the giving opportunity that best fits their goals and stage of their philanthropic journey. You'll leave with practical listening techniques that will help you guide more meaningful conversations and uncover more transformative gifts.
Session 3 – The Captains Log: A Collection of Planned Giving Journeys
Step into the Captain’s Log as our speaker guides you through real-life planned giving case studies. Drawing from actual donor journeys, they will unpack the motivations, strategies, and pivotal decisions that transformed personal milestones into lasting community investment. Each story will reveal not only the heart behind the gift, but the planning tools and advisor collaboration that made the legacy possible — offering practical insights you can apply in your own conversations and strategies.
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
BREAKFAST SPONSOR:
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Paul Caspersen MS, CFP®, CAP®,AEP®
President, Planned Giving Interactive, LLC
Paul has nearly 30 years of expertise in financial, estate, and charitable planning in his role as the Wallace Chair of Learning and Professionalism in Philanthropy at The American College of Financial Services, where he serves as Assistant Professor. In this capacity, he shapes the curriculum and strategic vision for the Chartered Advisor in Philanthropy® (CAP®) program, preparing the next generation of philanthropic advisors. Prior to joining The American College, Paul served as Assistant Vice President and Senior Philanthropic Advisor at the University of Florida from 2012 to 2022. During his tenure, he led a multidisciplinary gift planning team that secured $1.25 billion in deferred and outright gifts as part of the university’s historic $4 billion fundraising campaign.
Additionally, as the Founder and President of Planned Giving Interactive, LLC (PGI) an A.I. software and advisory firm, Paul developed an industry-leading suite of AI-powered research and document-drafting tools for planned giving. Paul is also Vice President and advisor at Charitable Solutions, LLC, a national consulting firm that supports charities in accepting complex charitable gifts and developing charitable trusts. In 2011, Paul authored Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan. His thought leadership also appears in peer-reviewed journals, including Trusts & Estates, where his articles explore topics such as testamentary CRTs, charitable gift annuities, and post-SECURE Act charitable planning strategies.
Julie Johnson, JD, AFTA, and CAP®
Julie Johnson, is the Chief Operations Officer and Director of Philanthropic Services at Adelphi Trust Company, bringing over 25 years of experience in wealth management and philanthropic services. Her professional journey began at a Texas commercial bank, where she advanced to pivotal roles such as General Counsel and Director of Wealth Management. Julie further expanded her career at one of the top five largest national banks in the U.S., assuming national leadership roles including National Manager of the Philanthropic Solutions Team and interim Director of Philanthropic Services.
In 2022, Julie relocated to St. Petersburg to join the co-founders and launch Adelphi Trust Company, the first majority women-owned bank or trust company in Florida. Her unique background places her at the intersection of wealth management and philanthropy, providing invaluable insights into both realms.
Two (2) attendees for the 14th Annual Planned Giving Symposium
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
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:
The AFP Tampa Bay Board of Directors meets every other month immediately prior to the educational program. A listing of the Board of Directors can be found on https://afptampabay.org/Directors.
Cancellations must be made by 12PM on the Friday before the meeting. Late cancellations, walk-ins, and no shows will be billed.
The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes. Once a meal choice has been made, it cannot be changed the day of the luncheon.
AFP Tampa Bay 8th Annual Conference
AI, Ethics, and the Next Era of Philanthropy!
Thursday, October 15, 2026
Feeding Tampa Bay
3624 Causeway Blvd., Tampa, FL 33619
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Conference Agenda Coming Soon!
Speakers include...
Cherian Koshy - Vice President, Kindsight
Erik Tomalis - Chief Community Officer, Avid AI
And more to be announced!
✨ Post-conference social hour!
Join us for a social hour after the conference from 4:00 - 5:30pm!
Conference Fee
Includes digital headshot and lunch
AFP Members - $99
Guests - $130
Group Registration (4 individuals) - $350
(Group registration open to members and guests from the same organization)
APPROVED FOR 3.5 HOURS CFRE CREDIT
Thank You to our Sponsors!
PRESENTING SPONSOR:
CONTRIBUTING SPONSOR:
Speaker Information
Cherian Koshy
Professional Speaker and Author | Vice President, Kindsight
Cherian Koshy is a globally recognized keynote speaker, strategist, and entrepreneur with more than 25 years of experience advancing fundraising, leadership, and innovation across the social impact sector. He has led high-performing teams in healthcare, education, the arts, and human services—helping organizations raise hundreds of millions of dollars while building cultures grounded in trust, dignity, and human connection.
He is the author of Neurogiving: The Science of Donor Decision-Making, a multi-week USA Today bestseller that reached #11 nationally and became the #1 Amazon bestseller in Nonprofit Organizations. His work explores how neuroscience, behavioral science, and ethics shape generosity, leadership, and organizational decision-making in an increasingly complex world.
A visionary entrepreneur, Cherian is the founder of NonprofitOS (now, engage)—an AI-powered platform that transformed nonprofit operations and was later acquired by Kindsight, where he now serves as Vice President, helping mission-driven organizations adopt ethical, human-centered technology.
Cherian holds the Certified Fund Raising Executive (CFRE) and Chartered Advisor in Philanthropy (CAP®) designation and is the 118th person in the world to hold the Advanced Certified Fundraising Executive (ACFRE) credential. He is also certified in behavioral science from Harvard Business School and in the ethics of AI from the London School of Economics. He is a Q3LC Certified Leader, an Exactly What to Say Certified Guide, and a member of the Rogare Council and the advisory council of Fundraising.AI.
His insights have been featured in Fast Company, Forbes, The Chronicle of Philanthropy, CEOWorld, Yahoo Finance, and other leading publications. He serves on the executive committee of the global board of the Association of Fundraising Professionals and on the board of The Giving Institute, and is an adjunct faculty member at The Fund Raising School at Indiana University Lilly Family School of Philanthropy.
In the past five years alone, Cherian has trained thousands of nonprofit professionals across five continents through keynotes, workshops, and leadership programs. His work challenges leaders to design generosity not through pressure, but through understanding.
He lives in Iowa with his wife Betsy, their 2.3 kids, their dog Aslan, and is an avid Iowa State Fair fan (and donor)!
Erik Tomalis
Chief Community Officer, Avid AI
Erik Tomalis is an internationally recognized nonprofit leader, speaker, and fundraiser with more than two decades of experience helping mission-driven organizations grow generosity and strengthen donor relationships. Throughout his career, he has personally conducted more than 5,000 face-to-face donor solicitations and helped raise millions of dollars for organizations spanning healthcare, education, faith-based, human services, athletics, and youth-serving sectors.
As Chief Community Officer at Avid, Erik leads the company’s community engagement, thought leadership, strategic partnerships, and industry relationships. He works closely with nonprofit leaders across North America ensuring Avid remains deeply connected to the challenges, opportunities, and future of philanthropy while helping organizations leverage technology to build stronger donor relationships.
Prior to Avid, Erik held leadership roles with Virtuous, the Sigma Nu Educational Foundation, St. Jude Children’s Research Hospital, the Boy Scouts of America, and other nonprofit organizations, building expertise in major gifts, capital campaigns, fundraising strategy, and organizational growth.
A sought-after keynote speaker and educator, Erik serves on the advisory board of Fundraising.AI and is a member of the Giving Institute. He is passionate about helping nonprofits combine empathy, innovation, and technology to create meaningful human connections and lasting impact.
Sponsorship Opportunities
AFP LEAD is AFP’s leadership conference designed to enhance your leadership skills and organizational impact, all with a nonprofit/fundraising focus. During AFP LEAD, you’ll experience:
Learn more and register here
National Philanthropy Day 2026 Thursday, November 12th
CLICK HERE TO LEARN ABOUT NATIONAL PHILANTHROPY DAY NOMINATIONS
PRESENTING SPONSOR
Increase your sponsorship visibility with these additional recognition options that can be added to any Premier or Table Sponsorships. Must be confirmed by September 30 to receive full benefits.
Opportunity to brand the centerpiece that will be placed on each table (approximately 30 total).
Opportunity to provided a branded takeaway to each NPD guest (approximately 300) that will be placed on all guest chairs.
Honor an individual or organization who exemplifies generosity through their contributions of time, talent, and treasure. This meaningful add-on celebrates those whose leadership and compassion strengthen the Tampa Bay community while inspiring others to give back.
Support National Philanthropy Day through these mission-focused visibility opportunities that do not include event attendance.
Full-page ad with full color in the NPD program
The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.
