Planned Giving Certificate Program - Two Sessions - April 3 and April 10 Evenings - 6 CFRE Credits

Starts:  Apr 3, 2024 05:30 PM (ET)
Ends:  Apr 10, 2024 08:30 PM (ET)
Associated with  AFP NY, Long Island
The two session course (April 3 and April 10, both nights 5:30 PM - 8:30 PM) 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 both three hour sessions to be eligible for 6 CFRE credits.
Your 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.
Students are encouraged to bring dinner/snacks/beverages. There will be two short breaks.
Registration is limited to ten students.
Full participation in Planned Giving is applicable for 6 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification
$100 AFPLI members
$200 non-members


NFP Building
45 Executive Drive
Plainview, NY 11803


Shari Peyser