Registration now open! Click here to register.Three consecutive Thursdays in October.
Note you MUST attend all three classes to obtain CFRE credits.
October 13 - 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).
October 20 - Continue with Financial Plans, Problem Solving and Charitable Gifts (Types of Gifts), start of marketing and office structure for supporting Planned Gifts.
October 27 -Continue 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
Course is presented in the conference room at 45 Executive Drive, Plainview NY
(South Service Road, LIE)
NOTE: Registration ONLY through Eventbrite.