November 4, 2020

7:30 am - 11:45 am EST

Armature Works, Tampa

Thank you to everyone who participated in the 8th annual Plan to Give Conference. Thank you to our talented emcee, Jim Brangenberg along with our 4 speakers, Jeanne McMains, David Wills, Bob Doll, and Bill Sutton. Thank you to our sponsors and steering committee. We welcomed 3 nonprofit sponsors; New Life Solutions, Metropolitan Ministries, and Idlewild Foundation. We could not have made the event virtual and in-person without the help of Rob Stetson from NCF national and Bob Clement of AVSS

Please see the speaker section for information about each speaker and to view their slide deck from the conference.

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 hosted the 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 (CFP/CLE). The cost is only $49.

 

    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.

  By attending you will walk away with:

  • Wisdom from nationally renowned speakers.

  • Expanded knowledge and understanding of innovative charitable planning techniques.

  • Benefits to making philanthropy a part of your financial strategy.

  • How and when to take advantage of NCF's resources and expertise.

  • The opportunity to connect with other like-minded professionals. 

 

    Speakers    

David Wills

National Christian Foundation
Attorney with NCF & Author

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.  

David Wills/Jeanne McMains Slides
Bob%20Doll%20(New)_edited.jpg

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.

Bob Doll Slides

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. 

Bill Sutton Slides
 

    Sponsors   

Diamond Sponsor

Gold Sponsors

Silver Sponsors

Nonprofit Partners

 

Venue

Armature Works

Theater Room

1910 N Ola Ave., Tampa, FL 33602 

Please park in guest parking areas highlighted guest parking. The Theater door is located to the left of the main doors and elevator located on N Ola Ave. There will be NCF event signs directing you to the theater door. 

*At this time there are no parking fees, but that could change. We will update information once we receive it. 

 

    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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