Wed. November 6, 2023
7:30AM - 11:45AM
Higgins Hall
5225 N Himes Ave. Tampa, FL 33614

Registration Fees

Individual Ticket - $75
Group of 5 Tickets- $325
Group of 10 Tickets- $625

Who Should Attend?

Investment, Tax, Legal, CEPA, and M&A Professionals
Business Owners
Non-Profit & Community Leaders

Conference Highlights:

Charitable planning with business interests
Charitable and asset-based giving strategies
Local Panel of Experts: Navigating the Pitfalls of S-Corps
Economic observations and market predictions by Bob Doll

Vision and Purpose

Plan to Give is hosted by the National Christian Foundation Tampa Bay and brought to you by our generous sponsors with the hope 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.

We do this by sharing knowledge of the most innovative charitable giving strategies so our attendees are prepared to offer the best solutions for their clients' needs.

Attendees are eligible to receive up to 3 hours of CE credit! (CFP, CLE, CPE & CKA)
Additionally, your attendance at Plan to Give offers you the ability to gain wisdom from nationally renowned speakers, expanding your knowledge and understanding of innovative, charitable planning techniques. You can also benefit by learning techniques to incorporate philanthropy into your clients' financial strategies, gain access to NCF's resources and expertise, and connect with other like-minded financial professionals.

Join us this year as we explore how to serve your clients well with all of their financial and charitable needs.

Join us at Plan to Give 2024, where we will dive into the untapped potential of non-liquid assets, such as closely-held business interests for charitable giving. We will explore strategies for advisors to maximize contributions within broader business succession plans and navigate the complex tax and legal challenges within S-Corporations. We aim to equip advisors with solutions to seamlessly integrate their clients' philanthropic aspirations with their business strategies, estate planning, and succession objectives, ensuring generous and impactful giving.

Network with industry peers and hear from our local experts!

Attendees are eligible to receive up to 3 hours of CE credit (CFP, CLE, CPE, & CKA!)