November 4, 2020

7:30 am - 11:45 am

Armature Works, Tampa

Events can be catalytic experiences on our journey, often propelling us into new relationships and new ventures. That's why we are excited to announce that The National Christian Foundation (NCF) of Tampa Bay will be hosting our 8th annual Plan to Give conference November 4, 2020. Plan to Give is Tampa Bay's premier annual event designed to educate and inspire attorneys, CPAs, financial planners and their clients around giving. 

Attendees are eligible to receive up to 3 hours of CE credit. The cost is only $49.

And if you’re wondering…is the Plan to Give Conference still going on with all the Covid-19 stuff happening? 

Yes! It is happening both in-person AND online via Zoom.

We are working to have appropriate distancing and Covid-19 safety measures for
the live event along with a limited number of in-person attendees. We realize
that even the best laid plans will make it difficult for some to join us live.
So, in this unique season, we are moving forward with two options in-person and a live stream option. If COVID guidelines change, we are prepared to make this conference 100 percent virtual.

 

If you would like to become a sponsor, please email jdraper@ncfgiving.com for more information.

 

    About    

Our goal is to inspire and educate financial professionals in the Tampa Bay area to champion the cause of generosity and philanthropy by serving their clients using advanced charitable planning techniques and timeless wisdom.

 

    Speakers    

David Wills

National Christian Foundation
Attorney with NCF & Author

Bob Doll
Nuveen Wealth Management
Senior Portfolio Manager & Chief Equity Strategist

Bill Sutton, Jr.
Excellence in Giving
Regional Philanthropy Advisor, Southeast

In 1998, David joined National Christian Foundation as its first President and today serves as NCF’s President Emeritus. David is the co-author of two books, Investing in God’s Business and Family.Money. David serves on several boards, including Generous Giving (of which he is also a co-founder), Evangelical Council for Financial Accountability, American Bible Society, Trust Bridge Global Foundation, The Impact Foundation and on the Advisory Board of Barnhart Crane & Rigging in Memphis, TN.  

Bob is a senior portfolio manager and chief equity strategist at Nuveen. Bob manages seven portfolios, including large caps and alternatives. He is a highly respected authority on the equities markets among investors, advisors and the media. As the author of widely followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.

Mr. Sutton is an accomplished philanthropy executive with over 20 years’ experience in the wealth management industry. He brings his love of philanthropic innovation and unique ability to create client collaboration initiatives to Excellence in Giving. As creator of the US Client-Philanthropic Services for global investment firm UBS, Bill built an integrated, investment-based philanthropy service platform for families of great wealth. 

 

    Sponsors   

Diamond Sponsors

Gold Sponsors

Silver Sponsors

Nonprofit Partners

 

Venue

Armature Works

1910 N Ola Ave., Tampa, FL 33602 

 

    Contact    

1901 Ulmerton Rd. STE 400

Clearwater, FL 33762

 

tampabay@ncfgiving.com

Tel: 813-567-1499

Fax: 813-567-1504

visit our website at ncfgiving.com/tampabay

© 2020 by The Plan to Give Conference. Proudly created with Wix.com

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