NOTE: This is a two session program taking place on Tuesday, April 14 and Tuesday April 21 from 6:00 PM to 9:00 PM.
The two-session program will address everything you need to know about Planned Giving, including how to create a Planned Giving program at different levels and how to successful market a planned giving program.
This is a valuable opportunity to build your fundraising skills, learn from one of AFPLI's best known instructors and bring a new fundraising platform to your agency.
- The course takes place in person on April 14 and April 21 in Plainview, NY.
- You must attend both three hour sessions to receive the AFPLI Certificate.
- We are applying for 6 CFRE credits.
The two 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.
Your instructor is Jim Meyer, one of Long Island's leading experts in planned giving.
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.
Jim will be joined by Amy Dash, Director of Individual Giving for North Shore Animal League America and president-elect of AFP Long Island. Amy was a successful buyer for Federated Department stores before stepping down to be at home with her two sons. After raising $75,000 in one evening for the local elementary school’s new playground, she was captivated by the idea of becoming a professional fundraiser.
After completing New York University’s Masters Certification in Fundraising and Grant Writing, Amy began working with nonprofits as a fundraiser. Over the past 15 years she has held positions at non-profits including the Guide Dog Foundation and America’s VetDogs, Old Westbury Gardens and the performing arts space Landmark on Main Street.