Education Luncheon: Planned Giving – Everything You Need to Know

Chris Templeman, Associate Vice President and Financial Advisor at Morgan Stanley, will share practical, easy to understand tips on how to jumpstart your planned giving program. Whether you have a planned program or not, you’ll leave with simple, easy to execute steps that you can take back to help capture your planned giving potential.

Topics covered in the presentation:

  • What is planned giving?
  • Bequests/beneficiary – the biggest opportunity
  • Why do donors leave bequest/beneficiary designation?
  • Planned giving marketing best practices
  • 3rd party planned giving marketing companies
  • What you can do to realize the planned giving potential.
  • Importance of a planned giving legacy society
  • What is a planned giving advisory council?
  • Why planned giving works during a recession.

REGISTER HERE

Our Speaker:

Christian A. Templeman – Associate Vice President & Financial Advisor, Morgan Stanley

Christian A. Templeman is a financial advisor with Morgan Stanley in Greenwich, CT.  He focuses on helping non-profit organizations manage and attract capital.

Before joining Morgan Stanley, Chris worked for 14-years in the non-profit sector, most recently as executive director of the Boys & Girls Clubs of New Rochelle. As executive director, he had many accomplishments including tripling annual revenue, opening two new locations, launching a strategic plan centered on a “culture of excellence,” and restructuring the Board of Directors.

Chris is a member of Session and current Chair of the Planned Giving Committee of Larchmont Avenue in Larchmont, NY.  He has served on the Board of Directors of the STEM Alliance of Larchmont-Mamaroneck as Vice President, Resource Development. Chris is a member of the Morgan Stanley Wealth Management Diversity & Inclusion Council serving as Chair of the Inclusion Subcommittee. He is a member of the Community Advisory Board of the Junior League of Westchester of the Sound.  In addition, he is an avid runner having completed nine New York City marathons and one Boston Marathon for charity. He is a graduate of St. Lawrence University with a Bachelor of Arts degree in Philosophy.

Our Sponsor:

 

TBA

Details

Date: Thursday, September 17, 2019,  11:30 AM – 1:30 PM
11:30 AM Registration and Networking
12:00 PM Buffet Lunch and Program
Location: Clubhouse Grill, Oak Hills Club, Norwalk

Luncheon Fee

AFP MEMBERS – $30
FUTURE MEMBERS – $45
*GUEST of AFP Member – $40

A BENEFIT for all AFP-Fairfield County Chapter Members! We encourage you to invite a prospective member to an AFP educational program at a special rate of $40.
*Reservations can be made online by the guest, but the Member must attend the event. Walk-in guests will not qualify for special rate. Guests may only receive a special guest rate one time.

REGISTER HERE