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 |
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| 8:00 a.m. |
Welcome |
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| 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.
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Paul Caspersen MS, CFP®, CAP®,AEP® |
| 9:10 a.m. |
Break |
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| 9:20 a.m. |
Session 2 – What Makes a Donor Set Sail?
The Psychology of Long-Term Philanthropy
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| 10:50 a.m. |
Break |
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| 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.
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Paul Caspersen MS, CFP®, CAP®,AEP®
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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!
PRESENTING SPONSOR:
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CONTRIBUTING SPONSOR:
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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
$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
Logos Featured:
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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)
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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.
