Planned Giving Certificate Program - Oct 13, 20 and 27

Starts:  Oct 13, 2021 06:00 PM (ET)
Ends:  Oct 27, 2021 08:00 PM (ET)
Associated with  AFP NY, Long Island
The course will cover the history of planned gifts, gifts that make up the world of planned giving, planned giving sources and more.

6 CFRE Credits 

About this event

Dates: October 13, 20 and 27

Time: 6PM - 8PM

The three session course will cover the history of planned gifts, types of gifts that make up the world of planned giving, planned giving sources of information, and setting up and marketing of a Planned Giving Program at various levels. The program is ideal for anyone in, or interested in, the development area within a 501(c)3 organization.

You must attend all three - two hour sessions LIVE in order to obtain the certificate and 6 CFRE credits.

I  October 13, 2021  History of Planned Giving, Gift Acceptance Policy, Overview of Why Planned Giving and The Board Of Directors, deciding if Planned Giving is for your organization, and start of Financial Plans, Problem Solving and Charitable Gifts (Types of Gifts).

 II  October 20, 2021  Continue with Financial Plans, Problem Solving and Charitable Gifts (Types of Gifts), start of marketing and office structure for supporting Planned gifts.

 III  October 27, 2021  Continue marketing, marketing materials, and office structure, Age and Wealth Matrix, “the Ask – various approaches, Deductions and the Tax Law, gifting under the new tax act, and the estate planning process, and odds and ends.



Presenter Bio:

Our instructor is James E. Meyer (Jim), MS Hunter College, MEd Columbia University. Jim has taught Planned Giving at CW Post, Long Island University, Hofstra University, and Molloy College. He has lectured for the AFPLI, the Charitable Estate Planning Council of Long Island, the Nassau CPA Society, The Financial Planning Association, Long Island, the PPGGNY, as well as countless boards and charities.

6 CFRE Credits available

Advanced registration closes October 4 or as soon as event is sold out.

Please note - VERY LIMITED CAPACITY.

For AFPLI members, registration is $100

For non-members, registration is $200

For more information on AFPLI's upcoming events please visit www. afpli.org

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Url: http://bit.ly/3CzdWYu
Login: Please provide your snail mail address for hard-copy documents, which will be sent only by mail. Login info will be sent only after registration and payment.
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Contact

Shari Peyser
631-249-5008
info@afpli.org