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Wed. November 5, 2025
7:30AM - 11:45AM
Location TBD
Registration Fees
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Individual Ticket - $75
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Group of 5 Tickets- $325
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Group of 10 Tickets- $625
Who Should Attend?
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Investment, Tax, Legal, CEPA, and M&A Professionals
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Business Owners
Conference Highlights:
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How to engage your clients on the benefits of charitable giving
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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.
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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.
Attendees are eligible to receive up to 3 hours of CE credit (CFP, CLE, CPE, & CKA!)
Generously Sponsored by:
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Please contact us if you have any questions.
1901 Ulmerton Rd. STE 400
Clearwater, FL 33762
Tel: 813-567-1499
Fax: 813-567-1504
visit our website at ncfgiving.com/tampabay
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