14th Annual Planned Giving Symposium | Mapping Out Planned Giving - A-R-R-R You Ready?

  • August 18, 2026
  • 8:00 AM - 12:00 PM
  • Franklin Templeton, 100 Fountain Parkway N., St. Petersburg FL
  • 90

Registration


Register


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 
 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
 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:


NONPROFIT SPONSOR: 

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VENUE SPONSOR: Franklin Templeton


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Applied for 3 hours CFRE Credit

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Speaker Bios


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$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 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)
  • 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 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 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.

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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.
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