November 4, 2020

7:30 am - 11:45 am

Armature Works, Tampa

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 three hours of CE credit.

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
Gift Planning Attorney

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 Doll
Nuveen Wealth Management
Senior Portfolio Manager & Chief Equity Strategist

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.

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

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.