Planned Giving Certificate 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.
A Planned Giving Cetificate will be issued at the conclusion of the course.
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.
The course is offered every fall and spring in the evening at Molloy's Suffolk Center campus in East Farmingdale and consists of 4 classroom sessions plus a practicum.
Course Number: NP2050
Click here for the current schedule of classes.
Students should register for classes at least one week prior to the start of classes to insure enough time for you to get your confirmation and parking permit. However, you can register up until the day of class. Please note that some of our classes do close out and some of our classes do cancel, so you may be taking a chance of not getting into the course of your choice by waiting.
To register online, in person, by phone, by fax or by mail, click here. Confirmation of your registration and classroom assignments will be mailed or emailed to you upon receipt of your registration.
If you have any questions, contact Louis Cino at firstname.lastname@example.org or call 516.323.3550.