Planned Giving 201

Laurel Westmoreland

  • August 7, 2018
    9:00 am - 12:00 pm EST


August 7, 2018 | 9:00a -12:00p  
Only $69.00 (when logged in) thanks to the support of our partners and funders

Join NLC Board member and Community Foundation of Tampa Bay Senior Vice President of Philanthropic Services Beverley McLain for the second in a series of 3 planned giving classes.

Beverley will break down the basic components of a successful planned giving program and identify target donor profiles as well as the whys and why nots of planned giving solicitation. You’ll leave with a planned giving toolkit and new perspective on why now is the time for your organization to grow this area of charitable giving.

This class is aimed at nonprofit fundraisers with moderate planned giving experience and will help boost your confidence as you establish and grow your organization’s planned giving program and portfolio.

Beverley McLain has been with the Community Foundation for 14 years serving in a variety of roles from communications to marketing to planned giving. Currently managing their development team and working with our community of professional advisors, Beverley brings her years of experience to bear to ensure that advisors know the value of working through the Foundation with their charitable clients. She has a BA in Education from the University of Massachusetts, Amherst, an MBA from the State University of New York at Buffalo, and a Chartered Advisor in Philanthropy (CAP®) designation from The American College.


CFRE Continuing Education Points
Full participation in this program is applicable for 3.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

If you need special accommodations to participate in any of our classes or events, please contact us at 813-287-8779.

Multiple Registrant Discount
Receive 10% off each registration after the first (cannot be combined with any other discounts).

NLC/Children’s Board of Hillsborough County No-Show Policy – effective July 1, 2018
The Children’s Board of Hillsborough County (CBHC) has asked NLC to reframe our no-show policy for their providers.

Effective July 1, CBHC-funded organizations using codes to claim CBHC-funded seats at NLC trainings or events will be responsible for payment of registration and processing fees in the event of a no-show. Please read the full no-show policy here.

Visit the Registration & Payment Policies page for answers to many questions regarding payment, attendance, substitutions, and cancellation and refunds.

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Venue Phone: 813-287-8779 or

Venue Website:

1408 N Westshore Boulevard, Suite 140, Tampa, Florida, 33607, United States


Towers at Westshore is at the corner of W Laurel Street and N Westshore Boulevard.