About Plan to Give

This year’s conference includes the how-to behind complex gifts by leveraging the power of the “give first, then sell” giving model. Additionally, local M&A and tax professionals will share their secrets behind giving from business and real estate assets in support of your client’s favorite charities. Other benefits of the conference include 3 hours of CE credit, spotlights from local charities, and an investment markets outlook. Don’t miss out on Exploring Charitable Exit Strategies at this year’s Plan to Give Conference!

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

Wed, November 9, 2022
7:30 am - 11:45 am
Palma Ceia Golf & Country Club
1601 S MacDill Ave, Tampa, FL 33629

Individual Registration $75

Group of 5 Registration $325

Group of 10 Registration $625

Vision and Purpose

Plan to Give is 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. 
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​Attendees are eligible to receive up to 3 hours of CE credit
(CFP, CLE, CPE & more).  Additionally, your attendance at Plan to Give offers you the ability to gain wisdom from nationally renowned speakers, expanded your knowledge and understanding of innovative, charitable planning techniques, learn the benefits of making philanthropy a part of your financial strategy, learn how to take advantage of NCF's resources and expertise, and the opportunity to connect with other like-minded financial professionals. Join us this year as we explore the charitable exit strategies that can benefit both your clients and you!

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

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Thank you to our 2022 Sponsors! We are still accepting Sponsorship applications.
Click here to view  sponsorship options  for 2022's conference