Sara Leonard, CFRE - Sara Leonard Group
Taking someone on a tour of your organization is a great way to introduce them to the work you are doing, but what happens next? Join us to learn the steps to move an individual from casual interest to fully engaged. This session will provide practical ways to determine how your community can become involved to increase the impact you make in the lives of the people you serve. With careful cultivation, you can take someone beyond the tour to engagement by donating, volunteering, advocating and much more.
The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.
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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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:
Joshua Kwasnicki - Eckerd Connects
In today’s workplace, engagement isn’t just about satisfaction; it’s about connection, growth, and a clear path forward.
In this engaging and thought-provoking keynote, participants will explore how connecting staff to purpose and mission can serve as a powerful driver of engagement, while also strengthening the organization’s future through intentional succession planning. Rather than treating engagement and succession as separate strategies, this session brings them together in a practical, people-centered way.
Attendees will walk away with a deeper understanding of how to more intentionally develop their teams, why the absence of a clear succession plan creates real risk, and how purpose-driven work directly impacts retention and commitment. The session will also offer practical, accessible ideas that leaders at all levels can begin applying immediately.
Whether you lead a team, support talent development, or influence organizational culture, this session will leave you thinking differently about how you engage your people and how you prepare them for what’s next.
Florida’s premier fundraising conference—happening June 22-24 in sunny Charlotte Harbor, Florida!
This must-attend event brings together nonprofit professionals, fundraisers, consultants, board members, and changemakers from across the state for three power-packed days of:
✨ Cutting-edge education
✨ Motivating keynotes
✨ Meaningful networking
✨ And fun, fresh ideas, and meaningful connections by the beach!
Moderator: Rob Higgins - CEO, USF Athletics
Panelists: Representatives from Tampa Bay Buccaneers, Tampa Bay Lightning, and Tampa Bay Rays to be announced!
Join AFP Tampa Bay for a dynamic Sports Philanthropy Panel featuring representatives from the Tampa Bay Rays, Tampa Bay Lightning, and Tampa Bay Buccaneers. Learn how the teams of “Champa Bay” approach community engagement, select nonprofit partners, and design impactful philanthropic collaborations that go far beyond the scoreboard. Moderated by Rob Higgins, CEO of USF Athletics, this conversation will offer practical insights and takeaways on the unique philanthropic opportunities provided by our beloved sports teams.
Strawberry Balsamic Chicken Salad
Vegetarian - Strawberry Balsamic Salad
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?
The Psychology of Long-Term Philanthropy
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.
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.
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
