Establishing & Managing a Planned Giving Program

Do you want to help ensure your organization's future financial success? Planned giving tax-advantaged gifts made from a donor's assets can be a critical component in your fundraising action plan. This course will help you determine your organization's planned giving program readiness, identify planned giving prospects, implement planned giving marketing programs, and manage professional advisors. You'll become familiar with such planned giving techniques as charitable trusts, charitable annuities, pooled income funds, wills and bequests; and the tax consequences of each.

The course is offered every fall (October-November) and spring (February-March) from 6:30-9:30 p.m. at Molloy's Suffolk Center campus in East Farmingdale and consists of 4 classroom sessions plus a practicum.

Instructor: JAMES E. MEYER, M.S. Jim earned his M.S. from Hunter College and an M.Ed. from Columbia University.

He is currently Partner, Greco Planning, Inc; and is a former president of the Financial Planning Association of Long Island. Jim is also the President of the Charitable Estate Planning Council of Long Island, local council of the PPP and former Vice President and current board member of the Association of Fundraising Professionals, Long Island Chapter.

Online registration is available by scrolling to the bottom of the page and clicking "Enroll Yourself". You may also phone in your registration by calling 516-323-3550. To register in person, by fax or mail, please click here and then follow the directions.

Directions to the campus and a campus map will be sent with your registration confirmation. Directions are also available online by clicking here.

If you should have any questions please email us at or call us at 516-323-3550.

Code: 13FNP2050A
Dates:October 10-31, 2013
Meets:Th from 6:30 PM to 9:30 PM, 4 sessions
Location:Suffolk Campus Rm 117
Instructor:James Meyer
Fee: $225.00  

4 classroom sessions plus practicum

Sorry, this course has been cancelled. Please contact our office to see if it will be rescheduled, or if alternative classes are available.

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