Membership in the Tampa Bay Area Planned Giving Council
allows interested gift and estate planners opportunities to increase their core competencies.  In addition, by networking with other like-minded professionals, informal relationship with other gift and estate planning professionals emerge.

 Benefits of Membership Include:

  • Being a part of a network of colleagues and contacts or exchanging ideas and services.
  • Being able to access frequent, inexpensive opportunities for professional education.
  • To be an organized voice to raise consciousness about planned giving benefits among donors and their advisors.
  • To have an opportunity to develop leadership skills by serving on local and national committees.
  • To receive discounts to conferences an seminars sponsored by the National Committee on Planning Giving, including its fall conference
  • Receive updated materials and legislative actions regarding state and federal issues pertaining to planned giving.

 

Joining the Council

Is Easy!

Join Online
(Choose the Tampa Bay Area Council)

Download
Application

Who Should Be
A Member

  • Planned Giving Officers
  • Development Directors
  • Attorneys
  • Accountants
  • Financial Planners
  • Trust Officers
  • Investment Advisors
  • Insurance Professionals
  • Volunteer Board Members