AFP Tampa Bay Chapter upcoming events

AFP Tampa Bay May - Beyond the Tour (May 19, 2026)

Tue, 19 May 2026 15:30:00 GMT

May Educational Program & Networking

Beyond the Tour

Presented by:

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.

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Tuesday, May 19, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

Location:

Brio Italian Grille | International Plaza | 2223 N. Westshore Blvd. Tampa FL 33607

Meal Choices:

Strawberry Balsamic Chicken Salad
Vegetarian Pasta alla Vodka

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Program Fee

AFP Member - $35.00

Guest - $45.00

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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Approved for 1 hour CFRE

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Speaker Bio

A 30-year fundraising veteran, Sara founded the Sara Leonard Group to provide consulting, coaching and training to fundraisers, CEO’s and nonprofit board members. She is a solutions-oriented advancement professional with experience in fundraising and volunteer management for healthcare, educational and cultural organizations. She is a CFRE, has been named as an AFP Master Trainer and completed the BoardSource Certificate of Nonprofit Board Education. She is a Past President of the AFP Tampa Bay Chapter. She shares her expertise as an instructor for the Nonprofit Leadership Center of Tampa Bay.

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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.

AFP Tampa Bay Membership Orientation (May 28, 2026)

Thu, 28 May 2026 14:00:00 GMT

New Members, Current Members AND Prospective Members are invited and WELCOME to attend!

Please join us for a Membership Orientation on May 28, 2026 at 10:00 a.m. to learn more about AFP Tampa Bay and your AFP Membership!

AFP Tampa Bay June - More Than Retention: Connecting Purpose, Engagement, and Succession (June 16, 2026)

Tue, 16 Jun 2026 15:30:00 GMT

June Educational Program & Networking

More Than Retention: Connecting Purpose, Engagement, and Succession

Presented by:

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.

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Tuesday, June 16, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

Location:

Brio Italian Grille | International Plaza | 2223 N. Westshore Blvd. Tampa FL 33607

Meal Choices:

Mezza Chicken Milanese with Herb Pasta
Fettuccine Alfredo

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Program Fee

AFP Member - $35.00

Guest - $45.00

The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.

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Approved for 1 hour CFRE

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Speaker Bio

Joshua Kwasnicki’s journey to helping others reach their full potential began at the University of Florida, followed by a Master's in Social Work from USC. Initially a behavioral health therapist, he specialized in positive change and strength-based approaches. Today, Joshua applies his expertise as a Board Certified Executive Coach and Director of Organizational Development at Eckerd Connects, where he focuses on employee engagement, leadership coaching, and team development to drive organizational success. Recognized in Top 125 Training Magazine for his innovative methods, Joshua is committed to empowering individuals and organizations to unlock their true potential.

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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.

2026 Planet Philanthropy (June 22, 2026)

Mon, 22 Jun 2026 04:00:00 GMT

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!

CLICK HERE to Register >>

AFP Tampa Bay Membership Orientation (June 25, 2026)

Thu, 25 Jun 2026 19:00:00 GMT

New Members, Current Members AND Prospective Members are invited and WELCOME to attend!

Please join us for a Membership Orientation on June 25, 2026 at 3:00 p.m. to learn more about AFP Tampa Bay and your AFP Membership!

AFP Tampa Bay July - Sports Philanthropy Panel (July 21, 2026)

Tue, 21 Jul 2026 15:30:00 GMT

July Educational Program & Networking

Sports Philanthropy Panel

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.

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Tuesday, July 21, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

Location:

Brio Italian Grille | International Plaza | 2223 N. Westshore Blvd. Tampa FL 33607

Meal Choices:

Pasta Brio
Strawberry Balsamic Chicken Salad
Vegetarian - Strawberry Balsamic Salad

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Luncheon Sponsor

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Program Fee

AFP Member - $35.00

Guest - $45.00

The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.

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Approved for 1 hour CFRE

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Speaker Bios

Coming soon!

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

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.

AFP Tampa Bay Membership Orientation (July 30, 2026)

Thu, 30 Jul 2026 14:00:00 GMT

New Members, Current Members AND Prospective Members are invited and WELCOME to attend!

Please join us for a Membership Orientation on July 30, 2026 at 10:00 a.m. to learn more about AFP Tampa Bay and your AFP Membership!

14th Annual Planned Giving Symposium | Mapping Out Planned Giving - A-R-R-R You Ready? (August 18, 2026)

Tue, 18 Aug 2026 12:00:00 GMT

Mapping Out Planned Giving -
A-R-R-R You Ready?

Target audience: Fundraising generalists, professional advisors, CAPs, and gift planners.

August 18, 2026 - 7:30 a.m. to 12:00 p.m.

Location: Franklin Templeton, 100 Fountain Parkway N., St. Petersburg, FL

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7:30 a.m.	Registration, Networking, Exhibitors, Breakfast
8:00 a.m.	Welcome
8:10 a.m.	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.	Paul Caspersen MS, CFP®, CAP®,AEP®
9:10 a.m.	Break
9:20 a.m.	Session 2 – What Makes a Donor Set Sail? The Psychology of Long-Term Philanthropy
10:50 a.m.	Break
11:00 a.m.	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.	Paul Caspersen MS, CFP®, CAP®,AEP®
12:00 p.m.	Adjourn

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Program Fee

AFP Member - $65.00

Guest - $85.00

The program will only be offered in-person.

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Thank you to our Sponsors!

PRESENTING SPONSOR:

CONTRIBUTING SPONSOR:

NONPROFIT SPONSORS:

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VENUE SPONSOR:

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Applied for 3 hours CFRE Credit

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Speaker Bios

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.

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Sponsorship Opportunities

CLICK HERE TO DOWNLOAD THE SPONSORSHIP FORM

$2,500 PRESENTING SPONSOR

Eight (8) attendees for the 14th 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 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 14th Annual Planned Giving 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.

$750 BREAKFAST SPONSOR

Two (2) attendees for the 14th 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.

$500 FIRST TIME OR NONPROFIT SPONSOR

Two (2) attendees for the 14th Annual Planned Giving Symposium

Logos 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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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.

AFP Tampa Bay Membership Orientation (August 27, 2026)

Thu, 27 Aug 2026 19:00:00 GMT

New Members, Current Members AND Prospective Members are invited and WELCOME to attend!

Please join us for a Membership Orientation on August 27, 2026 at 3:00 p.m. to learn more about AFP Tampa Bay and your AFP Membership!

AFP Tampa Bay September - Fundraising with DAF’s - All You Need to Know (September 15, 2026)

Tue, 15 Sep 2026 15:30:00 GMT

September Educational Program & Networking

Fundraising with DAF’s - All You Need to Know

Presented by:
Mike Booth - Senior Gift Planner, National Christian Foundation

More details coming soon—stay tuned!

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Tuesday, September 21, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

Location:

Brio Italian Grille | International Plaza | 2223 N. Westshore Blvd. Tampa FL 33607

Meal Choices: TBA

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Program Fee

AFP Member - $35.00

Guest - $45.00

The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.

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

Approved for 1 hour CFRE

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

Speaker Bio

Coming soon!

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

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.

October Educational Program & Networking - AFP Tampa Bay (October 20, 2026)

Tue, 20 Oct 2026 15:30:00 GMT

October Educational Program & Networking

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Tuesday, October 20, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

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Program Fee

AFP Member - $35.00

Guest - $45.00

The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.

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

Approved for 1 hour CFRE

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

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.

AFP December - Lloyd Horton Award (December 08, 2026)

Tue, 08 Dec 2026 16:30:00 GMT

AFP Tampa Bay 2026 Lloyd Horton Award

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Tuesday, December 8, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

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Program Fee

AFP Member - $35.00

Guest - $45.00

The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.

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

Approved for 1 hour CFRE

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

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.

AFP Tampa Bay Chapter upcoming events

AFP Tampa Bay May - Beyond the Tour (May 19, 2026)

May Educational Program & Networking

Beyond the Tour

Presented by:

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Tuesday, May 19, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

Location:

Brio Italian Grille | International Plaza | 2223 N. Westshore Blvd. Tampa FL 33607

Meal Choices:

Strawberry Balsamic Chicken Salad

Vegetarian Pasta alla Vodka

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Program Fee

AFP Member - $35.00

Guest - $45.00

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

Approved for 1 hour CFRE

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Speaker Bio

Meeting Guidelines

AFP Tampa Bay Membership Orientation (May 28, 2026)

New Members, Current Members AND Prospective Members are invited and WELCOME to attend!

Please join us for a Membership Orientation on May 28, 2026 at 10:00 a.m. to learn more about AFP Tampa Bay and your AFP Membership!

AFP Tampa Bay June - More Than Retention: Connecting Purpose, Engagement, and Succession (June 16, 2026)

June Educational Program & Networking

More Than Retention: Connecting Purpose, Engagement, and Succession

Presented by:

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Tuesday, June 16, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

Location:

Brio Italian Grille | International Plaza | 2223 N. Westshore Blvd. Tampa FL 33607

Meal Choices:

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Program Fee

AFP Member - $35.00

Guest - $45.00

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Approved for 1 hour CFRE

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Speaker Bio

Meeting Guidelines

2026 Planet Philanthropy (June 22, 2026)

CLICK HERE to Register >>

AFP Tampa Bay Membership Orientation (June 25, 2026)

New Members, Current Members AND Prospective Members are invited and WELCOME to attend!

Please join us for a Membership Orientation on June 25, 2026 at 3:00 p.m. to learn more about AFP Tampa Bay and your AFP Membership!

AFP Tampa Bay July - Sports Philanthropy Panel (July 21, 2026)

July Educational Program & Networking

Sports Philanthropy Panel

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Tuesday, July 21, 2026

11:30 am Networking

12:00 pm Program & Lunch Service

Location:

Brio Italian Grille | International Plaza | 2223 N. Westshore Blvd. Tampa FL 33607

Meal Choices:

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Luncheon Sponsor

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Program Fee

AFP Member - $35.00

Guest - $45.00

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

Approved for 1 hour CFRE

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

Speaker Bios

Meeting Guidelines

AFP Tampa Bay Membership Orientation (July 30, 2026)

New Members, Current Members AND Prospective Members are invited and WELCOME to attend!

Please join us for a Membership Orientation on July 30, 2026 at 10:00 a.m. to learn more about AFP Tampa Bay and your AFP Membership!

14th Annual Planned Giving Symposium | Mapping Out Planned Giving - A-R-R-R You Ready? (August 18, 2026)

Mapping Out Planned Giving - A-R-R-R You Ready?

August 18, 2026 - 7:30 a.m. to 12:00 p.m.

Location: Franklin Templeton, 100 Fountain Parkway N., St. Petersburg, FL

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Mapping Out Planned Giving -
A-R-R-R You Ready?

Presented by:
Mike Booth - Senior Gift Planner, National Christian Foundation