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:
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Wisdom from nationally renowned speakers.
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Expanded knowledge and understanding of innovative charitable planning techniques.
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Benefits to making philanthropy a part of your financial strategy.
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How and when to take advantage of NCF's resources and expertise.
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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
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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
Tel: 813-567-1499
Fax: 813-567-1504
visit our website at ncfgiving.com/tampabay