Planned giving for nonprofits
/ 0 - Details
- Category: Fundraisers
- Published on Sunday, 26 February 2012 21:16
- Written by Peter Flierl
Planned Giving for Nonprofits
Tuesday, March 27th
9:00-11:00am
The Volunteer Center
62 Palmer's Hill Road
Stamford, CT 06902
If Stamford Public Schools are closed due to SNOW workshop will be rescheduled
Attend this workshop and learn about:
- How Planned Giving fits in your portfolio of development options.
- Identifying your key Planned Giving prospects.
- Maximizing your marketing around Planned Giving opportunities.
- Building collaborative relationship to support your Planned Giving efforts
This workshop will be beneficial for Executive Directors, Development Officers, Financial Officers and Board Representatives. About our presenter:
Christian A. Templeman is a Financial Advisor with The HTC Group at Morgan Stanley Smith Barney in Greenwich, CT. He focuses on providing wealth management strategies to nonprofit organizations and charitable high-net worth individuals. Mr. Templeman helps nonprofit organizations increase organizational capacity by addressing specific organizational needs. This includes endowment management, liability management, retirement planning, cash reserve management and fund-raising support. He helps nonprofit staff and volunteers develop and enhance planned giving programs, annual campaigns, capital campaigns and charitable giving plans.
Fee to attend: $40.00 per person. For registration and information, please contact: Candace Burke at This email address is being protected from spambots. You need JavaScript enabled to view it. or 203-348-7714 x233.
