Live and In Person! Planned Giving 101

75 Davids Drive,Hauppauge NY 11788

14 February, 2023

Description

Join us on February 14 when James Meyer and Tony Martignetti explore how to launch a Planned Giving for development offices of all sizes. James Meyer is President, JEM Planned Giving Solutions and associated with Arnone, Lowth, Leibowitz, and Andriano, Inc. and Associate, Greco Planning Group, Inc. Jim has taught Planned Giving at CW Post, Long Island University, Hofstra University, and Molloy College. He has lectured for AFPLI, the Charitable Estate Planning Council of Long Island, the Nassau CPA Society, The Financial Planning Association, Long Island, the PPGGNY, as well as countless boards and charities. He holds degrees from Hunter College and Columbia University. Tony Martignetti has been starting and growing Planned Giving programs since 1997. Last year was his 25th Anniversary! He’s been consulting in Planned Giving since 2003. Now he leads Planned Giving Accelerator, a membership community to launch 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com. Program has been approved for 1.25 CFRE credits. Meet and learn from two of Long Island's leading planned giving professionals!