Planned Giving: Engaging Your Donors to Make a Lasting Impact

When
April 22, 2021
12:00 PM - 1:30 PM
Location
Zoom Meeting
Spaces left
227
Registered
73 registrants

Registration

1. NPW Member (please email sgardos@npwestchester.org for login help if you are a member)
2. Nonmember – $20.00
3. ADO Members (special code required)
4. AFP Members (special code required)
5. Heller Fundraising Group Clients (special code required)
6. Sarah Lawrence Students (Special code required)
7. Westchester County Reopening Task Force Members (Special code required)
8. My Money Workshop (My Money Workshop (Special code required)
9. New Friends of NPW

Registration is closed

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

March 10th, 12:00 – 1:30 PM: Building a Solid Fundraising Infrastructure
March 18th, 9:00 – 10:30 AM: The Importance of Good Financial Reporting: Practices that Strengthen Your Nonprofit
April 22nd, 12:00 – 1:30 PM: Planned Giving: Engaging Your Donors to Make a Lasting Impact

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