Planned Giving: Engaging Your Donors to Make a Lasting Impact

  • April 22, 2021
  • 12:00 PM - 1:30 PM
  • Zoom Meeting
  • 234

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Securing Your Nonprofit’s Future

While so much has changed during the pandemic, attention to best practices in fundraising and financial management remain a critical focus for nonprofit organizations.

Planned Giving: Engaging Your Donors to Make a Lasting Impact

Presenter: 

Christian A. Templeman, CRPC®, CRPS®

Vice President, Financial Advisor, Corporate Retirement Director

Morgan Stanley Wealth Management


Key Takeaways:

  • A Better understanding of what planned giving is (and what it is not)
  • Practical, easy to implement strategies to maximize your planned giving opportunity.
  • Why planned giving is a significant opportunity post COVID.

This training is part of a series: Securing Your Nonprofit’s Future

  

@ 2018 Nonprofit Association of Westchester, Inc. 

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