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Planned Giving: Your Championship Legacy

Don't Sit on the Sidelines. Legacy strategies are no longer optional - they are a competitive advantage.


Learn More and Register


Winning in planned giving — like winning a championship — takes vision, coordination, and the right game plan. Whether you're advising clients on wealth transfer or building support for a nonprofit mission, this half-day symposium will help you coach donors, clients, and boards to victory.


Join a powerful lineup of all-star presenters as we break down the Xs and Os of today’s charitable landscape: offense (growth strategies), defense (risk and fraud prevention), and coaching (engaging donors and clients).


Perfect for:
Financial advisors, RIAs, CPAs, insurance professionals, estate attorneys, CAPs, and gift planners ready to take their legacy game to the next level.


Continuing Education:
Applications for continuing education have been filed with CFP Board, Florida Bar Association, Florida Department of Business and Professional Regulation.

Tuesday, August 26, 2025
8:00 AM - 12:00 PM Eastern Time

Location
The Baldwin Group
4211 W Boy Scout Blvd Ste 800
Tampa   FL   33607
 
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Agenda

 

Aug 26 2025 7:30AM


Registration: Pre-Game Warm-up


Eager to get started? After checking in at the registration desk and grabbing your badge, enjoy a delicious breakfast while connecting with fellow attendees.


Philip Purcell, MPA, JD
Central Territory Director of Planning Giving
 The Salvation Army

Aug 26 2025 8:10AM


Before the Buzzer Rings


Planned giving doesn’t have to be all-or-nothing. In this session, Philip Purcell outlines how financial and nonprofit professionals can seamlessly incorporate planned giving into their client or donor conversations—without overhauling their entire practice. Whether you work with donors or advise high-net-worth individuals, this session delivers actionable strategies you can apply immediately.

Aug 26 2025 9:00AM


Opening Drive Networking


Fuel up and huddle with fellow attendees, speakers, and exhibitors over coffee and conversation. This is your chance to compare notes, swap strategies, and make a few key assists before the next play. Whether you’re scouting collaborators or just stretching your legs, this break is your time to connect.


David Slenn, JD, LLM
Managing Director, Tax Practice Policy & Quality
 Grant Thornton (US)

Lydia Bailey, CFRE
Senior Director of Gift Planning
 Tampa General Hosptial Foundation

Aug 26 2025 9:30AM


Dodging a Legal Blitz


When fraud calls an audible, will you recognize the formation? This hard-hitting session dives into the hidden legal risks behind fraudulent or problematic donations — and how to intercept them before they derail your organization or your client’s plans.

Defensive Strategies: Spotting the “badges of fraud” in real-life donor scenarios. Understanding clawbacks, bankruptcy risks, and due diligence. Strengthening your legal and insurance coverage. Avoiding reputational fumbles and financial penalties. Equip your team to stay out of the headlines and in the end zone.

Aug 26 2025 10:30AM


Sideline Strategy Break: Prep for the Final Drive


Step off the field and into the strategy zone. Use this break to meet exhibitors, catch your breath, and spark fresh ideas before we head into the fourth quarter. Great plays don’t happen alone—connect with teammates, tackle new perspectives, and set yourself up for a strong finish.


Wayne Olson, JD
Chief Development Officer
 The Washington Times

Aug 26 2025 11:00AM


Coaches' Roundtable


Moderator: Philip Purcell
Panelists: Lydia Bailey, Wayne Olson, and David Slenn

Gather insights from top experts across the legal, fundraising, and planning fields. This interactive panel will field real questions from attendees, discuss trends in legacy and estate planning, and share practical ideas for integrating charitable strategies into client engagements.

Bring your toughest questions. Leave with championship-level answers.


Event ID  522