Jim Meyers will present his well-respected Planned Giving program on TWO consecutive Tuesday evenings - April 1 and April 8, from 6:00 PM - 9:00 PM.
This is a small group session with registration limited to twelve participants.
Materials will be provided at the first session.
To register after March 26, please contact info@afpli.org.
Please note you'll need to attend BOTH sessions for the entire sessions to obtain CFRE credits. Credits are now pending.
We encourage participants to bring a snack.
Program has been approved for 6 CFRE credits
Meet Jim Meyer
Jim has over 40 years of experience in the financial services industry. Most of his expertise is in the marketing and relationship arena. Jim is regarded as a leader in the not-for-profit sector because of his general skills dealing with non-profits and fundraising, and his specific area of knowledge, Planned Giving.
Until January 1, 2025, Jim served as President of the Charitable Estate Planning Council of Long Island (CEPC, LI) part of the National Association of Charitable Gift Planners. He is again on the Board of Directors of the Association of Fundraising Professionals.
Jim was both a faculty member and Director of Alumni Relations and Development at Queens College of the City University of New York (CUNY) where he served from 1969 to 1982. He periodically teaches on the Continuing Education faculty for Hofstra University, Long Island University – CW Post Campus, and Molloy College. Jim has been a speaker for the CEPC, LI, the AFP, LI, the Planned Giving Group of Greater NY (PPGGNY), National United Cerebral Palsy, the Financial Planning Association (also a former president), SUNY state meetings, Council for Advancement and Support of Education (CASE DII) and has presented many Continuing Education Credit programs for Certified Public Accountants, Enrolled Agents, Insurance Agents, Certified Financial Planners, and Attorneys.
He gives numerous presentations on Planned Giving to the Boards and/or Financial Committees of both local and out of town organizations. Jim has been teaching the Planned Giving Course for AFPLI for many years and in fact he started teaching the program when all the scenery was in black and white, color had not been invented yet. Lastly, he serves on the Board of Directors of the New York Community Trust, Long Island Office, and the Estate Planning Councils of both the American Heart Association, LI and Northwell Health as well as several other charitable boards.