Planned Giving with Jim Meyer – AFPLI
Dates: October 13, 20 and 27
Time: 6PM – 8PM
The three 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.
You must attend all three – two hour sessions LIVE in order to obtain the certificate and CFRE credits.
I October 13, 2021 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).
II October 20, 2021 Continue with Financial Plans, Problem Solving and Charitable Gifts (Types of Gifts), start of marketing and office structure for supporting Planned gifts.
III October 27, 2021 Continue marketing, 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, and odds and ends.
Our 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.
6 CFRE Credits are being applied for.
Advanced registration closes as soon as event is sold out.
For AFPLI members, registration is $100
For non-members, registration is $200