Planned Giving for Every Non-Profit

When:  Mar 11, 2020 from 11:30 AM to 01:00 PM (ET)
Associated with  AFP FL, Polk County Chapter

Join us for a luncheon and presentation on planned giving. This presentation will explain the basics of planned giving through examples and show how each component can build a future revenue source. The presenter will give some example of nonprofits who have built a planned giving program and walk through what steps they took to get to where they are today.


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Bob Hawkes is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®) with a focus on Planned Giving and Gift & Estate strategies. He is a member of the Association of Fundraising Professionals of Polk County. Bob has held numerous board and leadership positions.

Prior to serving as Vice President of Business Development and Planned Giving for Donor Perspective, Bob worked as the Executive Director of the Cru Foundation, Vice President of Financial Planning at First Horizon National Bank and a Wealth Advisor at Strategic Wealth Partners. He has been featured in numerous publications including the Wall Street Journal and The Tennessean Money Makeover series.

Bob’s primary focus is to help nonprofit organizations understand and utilize strategies that will allow them to benefit them from the greatest wealth transfer in the history of the world, which is underway now.

Bob holds a Bachelor of Business Administration in Management from Florida Atlantic University and a Certificate in Financial Planning from Florida Institute of Technology.

He is married to Megan and the father of three daughters with one granddaughter on the way.


Location

Hilton Garden Inn - Lakeland Linder International Airport
3839 Don Emerson Drive
Lakeland, FL 33811