Planned Giving: Your Championship Legacy
Just like a championship-winning team, a successful planned giving program requires strategy, teamwork, and a long-term vision. Learn how to build a lasting legacy for your organization by securing transformational gifts that will sustain your mission for generations. Don’t miss this opportunity to learn how to empower your donors or clients to create their own championship moment!
Target audience: Fundraising generalists, professional advisors, CAPs, and gift planners.
August 26, 2025 - 8:00 a.m. to 12:00 p.m.
Location
4211 W. Boy Scout Blvd. #800, Tampa FL
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7:30 a.m.
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Registration and Networking and Exhibitors
Breakfast
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8:00 a.m.
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Welcome
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8:10 a.m. – Session 1
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Before the Buzzer Rings This session will review the most important ways to incorporate planned giving development strategies when planned giving is not all that you do. We will explore the most lucrative "easy button" planned gift vehicles to blend in proposals such as bequests, retirement plan designations and other beneficiary designations. Basic marketing strategies will feature use of seasonal themes, testimonial stories, website, emails, mailing programs, and more. Important stewardship for recognition, endowment reporting, and related activities will be highlighted. Other key topics will include the role of the board of directors and other volunteers, blended policies and procedures, goal-setting, performance metrics, and other key strategies. This interactive presentation will encourage questions and discussion.
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Philip M. Purcell. MPA/J.D.
Central Territory Director of Planned Giving, The Salvation Army
Consultant for Philanthropy, LLC
Adjunct Faculty, Indiana University Maurer School of Law and Lilly School of Philanthropy
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9:00 a.m.
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Break – Sponsor Tables |
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9:30 a.m. – Session 2
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Dodging a Legal Blitz: How to Protect Your Nonprofit from Fraudulent Donations In today’s high-stakes world of charitable giving, nonprofits can find themselves playing defense against unexpected legal challenges. David Slenn—author, attorney, and expert in fraudulent transfer law—will break down how fraudulent donations can expose even well-meaning charities to lawsuits, judgments, and reputational hits. Drawing from real case law and decades of legal experience, he’ll coach attendees on how to recognize “badges of fraud,” navigate due diligence, and avoid becoming an unintentional player in a donor’s financial scheme. With the rise in complex gifts and the largest wealth transfer in history underway, planned giving professionals must be ready to call audibles and implement safeguards. This fast-paced session tackles constructive and actual fraud, state protections, bankruptcy risks, and how to work with legal and insurance advisors to stay ahead of the game. From Ponzi schemes to pledge pitfalls, Slenn’s presentation will be a playbook every gift planner needs. Get ready to strengthen your nonprofit’s defensive line—before the next blitz hits.
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David Slenn, J.D., L.L.M
Grant Thornton
Joined by Lydia E. Bailey, CFRE
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10:30 a.m.
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Break – Sponsor Tables |
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11:00 a.m. – Session 3
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Session 3 – Huddle with the “Coaches”
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Philip M. Purcell, Moderator
Panelists:
David Slenn, J.D., L.L.M.
Lydia E. Bailey, CFRE
Wayne Olson, J.D.
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| 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.
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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Thank you to our Sponsors!
VENUE SPONSOR:
BREAKFAST SPONSOR:
$500 FIRST TIME OR NONPROFIT SPONSORS:
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Sponsorship Opportunities
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$2,500 PRESENTING SPONSOR
- Eight (8) attendees for the 12th 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).
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Opportunity to have a promotional display table at the Symposium.
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Opportunity to distribute promotional materials to each attendee.
Logo featured:
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In pre and post event Symposium communications
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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 12th Annual Planned Giving Symposium.
- Opportunity to have a promotional display table at the 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.
$500 FIRST TIME OR NONPROFIT SPONSOR
- Two (2) attendees for the 12th 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.
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Applied for 3 hours CFRE Credit
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Speaker Bios
Philip M. Purcell
Central Territory Director of Planned Giving, The Salvation Army
Consultant for Philanthropy, LLC
Adjunct Faculty, Indiana University Maurer School of Law and Lilly School of Philanthropy
Phil Purcell has enjoyed a thirty-year career in planned giving and as counsel to nonprofits. He currently serves as the Director of Planned Giving for the Central Territory of the Salvation Army. In this role, he is the directional leader of over thirty planned giving officers in eleven states who close approximately $90 million in planned gifts each year.
Phil serves as Editor for Planned Giving Today, a monthly national publication, and on the editorial board of Giving USA. He is legal advisor for the Community Foundation Legal Help Desk, a national online subscription service. He teaches law of nonprofit organizations, law of philanthropy, and planned gift fundraising for the Indiana University Maurer School of Law, Lilly School of Philanthropy, The Fundraising School, and the American Institute of Philanthropic Studies of California State University Long Beach. Phil maintains an active consulting practice specializing in planned giving and nonprofit law including with the Heaton Smith Group, a national legacy consultation firm.
Phil is a licensed attorney and member of the American and Indiana State Bar Associations. He serves as Vice Chair of the American Bar Association’s Charitable Giving and Organizations Group (Real Property, Trust and Estate Section) and is a member of the Tax-Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states). He is the current president of the board of directors of the American Council on Gift Annuities. Formerly he served on the boards of the National Association of Charitable Gift Planners (secretary), Planned Giving Council of Indiana (president), and Association of Fundraising Professionals Indiana (president). Phil has received the Gift Leader Award by Crescendo and Fundraiser of the Year by the Association of Fundraising Professionals Indiana.
Phil received his B.A. degree from Wabash College (magna cum laude) and his J.D./M.P.A. degrees (with honors) from Indiana University Maurer School of Law and O’Neill School of Public and Environmental Affairs. He was a Truman Scholar, and a member of Phi Beta Kappa and Pi Alpha Alpha.
Wayne Olson, J.D.
Chief Development Officer, The Washington Times
Wayne Olson is an author, planned giving mentor and speaker and trainer to nonprofits and for-profit organizations worldwide. Wayne is the Chief Development Officer for The Washington Times and the Washington Policy Institute.
He has served as the head of planned giving for the Shriners Children’s Hospital system as well as Intermountain Healthcare Foundation, two of the largest healthcare systems in the world.
He has served as a consultant to corporations and charities where he advised them on fundraising, sales, customer service and building stronger relationships with customers and constituents. He is a leading expert on planned giving and donor relations. An attorney with more than 25 years’ experience, he has worked with donors on hundreds of millions of dollars in donations and helped countless nonprofits build effective and dynamic fundraising and planned giving programs.
He is a sought-after trainer, consultant and speaker on motivation, customer service and leadership. In 2014 Fundraising Success Magazine honored him by awarding Wayne “The Most Inspirational Speaker of the Year.”
Wayne is the author of six books including: Fundraising for Nonprofit Board Members, which is available on Amazon and at Wayneolson.com. His other works include: The Disney Difference, How to Give a Great Speech or Presentation, Big Gifts, Small Effort, and Think Like a Donor. His newest book, Words of Encouragement, is now available.
Wayne has worked as a consultant or trainer for dozens of charities in Canada and the U.S. Hundreds of charities depend on Wayne to broaden and grow their fundraising. They use his writing in their websites, magazines, brochures and newsletters. He has been published in many periodicals including Planned Giving Today, Advancing Philanthropy, Nonprofit Times, 256 Magazine, and has twice been featured in the Chronicle of Philanthropy.
Wayne has spoken to AFP International Conferences, Mensa, NASA, AFP Congress Toronto, Space and Missile Defense, Synovus Bank, Leadership Huntsville, Rotary conferences, Nonprofit University, National Philanthropy Day and many more.
Wayne has served on the boards of three charitable organizations and volunteers for several more. Wayne earned his undergraduate degree from the University of Florida and his law degree from Stetson University College of Law. He is an Eagle Scout and the father of two Eagle Scouts.
To contact Wayne:
Wayne Olson
wayne@wayneolson.com
wayneolson.com
(656) 789-0000 (cell)
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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.
