Simple Registration

When:  Apr 20, 2023 from 09:00 AM to 10:00 AM (ET)

When & Where

Dial-in Instructions:
https://us02web.zoom.us/j/81299609332?pwd=SVdBNXR1RHJoSXB1YTBVQmNEWVR0dz09 Meeting ID: 812 9960 9332 Passcode: 918239 One tap mobile +13092053325,,81299609332#,,,,*918239# US +13126266799,,81299609332#,,,,*918239# US (Chicago) Dial by your location +1 309 205 3325 US +1 312 626 6799 US (Chicago) +1 646 558 8656 US (New York) +1 646 931 3860 US +1 301 715 8592 US (Washington DC) +1 305 224 1968 US +1 386 347 5053 US +1 507 473 4847 US +1 564 217 2000 US +1 669 444 9171 US +1 669 900 9128 US (San Jose) +1 689 278 1000 US +1 719 359 4580 US +1 253 205 0468 US +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) +1 360 209 5623 US

Apr 20, 09:00 AM - 10:00 AM (ET)


Description

This interactive session will focus on what individual donors want and how to use that knowledge to maximize their support, both on a current basis and for long-term transformational legacy planning. You will hear real-life case studies and be able to identify certain situations, common to your own donors, and learn strategies to help donors implement similar transactions themselves. This session will help you in building long-term sustainability for your own organization.

Geoffrey Close, CIMA, CPWA, CAP, is a retired First Vice President and Wealth Advisor with over 40 years' experience as a client facing advisor with Morgan Stanley, serving affluent clients and institutions. He specialized in working with local non-profit organizations assisting them in developing long-term sustainability by building out endowments through planned contributions from loyal donors. In his career, he was an early adopter of integrating the use of Institutional Portfolio management with affluent families and smaller institutions.

The Zoom will launch at approximately 8:50 am. The program will begin at 9:00 am.

Approved for 1 point in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

*Mark your calendar! We will host a Continuing the Conversation zoom meeting with our guest speaker on Thu, Apr 27 at 12 pm. All those who register to attend this session will be invited to RSVP via email after the event.*

Pricing

registration type
regular
    Chapter Member
$5.00

    Nonmember
$10.00

Contact Information

Trammell Beckmann

admin@afpcentralva.org