Planned Giving with Jim Meyer

Starts:  Oct 13, 2022 06:00 PM (ET)
Ends:  Oct 27, 2022 08:00 PM (ET)
Associated with  AFP NY, Long Island
Registration now open! Click here to register.

Three consecutive Thursdays in October.
Note you MUST attend all three classes to obtain CFRE credits (pending).

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.

Login info for ZOOM will be provided to registrants prior to first program.

Location

NFP Building
45 Executive Drive
Plainview, NY 11803

Contact

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