About this Event
Tuesday, April 14 - 6:00 PM - 9:00 PM
Tuesday, April 21 - 6:00 PM - 9:00 PM
PROGRAM DESCRIPTION
The course will cover the history of planned gifts, types of gifts that make up the world of planned giving, planned giving sources of information, and setting up and marketing of a Planned Giving Program at various levels. The program is ideal for anyone in, or interested in, the development area within a 501(c)(3) organization. There will be TWO – three hour sessions.
To receive CFRE credit, you must be present for both three hour sessions. The program is in person only.
6 CFRE credits are pending
INSTRUCTOR
Jim has over 40 years of experience in the financial services industry. Most of his expertise is in the marketing and relationship arena. Jim is regarded as a leader in the not-for-profit sector because of his general skills dealing with non-profits and fundraising, and his specific area of knowledge, Planned Giving.
Until January 1, 2025, Jim served as President of the Charitable Estate Planning Council of Long Island (CEPC, LI) part of the National Association of Charitable Gift Planners. He is again on the Board of Directors of the Association of Fundraising Professionals.
Jim was both a faculty member and Director of Alumni Relations and Development at Queens College of the City University of New York (CUNY) where he served from 1969 to 1982. He periodically teaches on the Continuing Education faculty for Hofstra University, Long Island University – CW Post Campus, and Molloy College. Jim has been a speaker for the CEPC, LI, the AFP, LI, the Planned Giving Group of Greater NY (PPGGNY), National United Cerebral Palsy, the Financial Planning Association (also a former president), SUNY state meetings, Council for Advancement and Support of Education (CASE DII) and has presented many Continuing Education Credit programs for Certified Public Accountants, Enrolled Agents, Insurance Agents, Certified Financial Planners, and Attorneys.
He gives numerous presentations on Planned Giving to the Boards and/or Financial Committees of both local and out of town organizations. Jim has been teaching the Planned Giving Course for AFPLI for many years and in fact he started teaching the program when all the scenery was in black and white, color had not been invented yet. Lastly, he serves on the Board of Directors of the New York Community Trust, Long Island Office, and the Estate Planning Councils of both the American Heart Association, LI and Northwell Health as well as several other charitable boards.
Jim will be joined in 2026 by Amy Dash, Director of Individual Giving for North Shore Animal League America and president-elect of AFP Long Island. Amy was a successful buyer for Federated Department stores before stepping down to be at home with her two sons. After raising $75,000 in one evening for the local elementary school’s new playground, she was captivated by the idea of becoming a professional fundraiser.
After completing New York University’s Masters Certification in Fundraising and Grant Writing, Amy began working with nonprofits as a fundraiser. Over the past 15 years she has held positions at non-profits including the Guide Dog Foundation and America’s VetDogs, Old Westbury Gardens and the performing arts space Landmark on Main Street.
REGISTRATION & FEES
The fee for AFPLI members is $100 and the fee for non-members is $200.
MATERIALS
Jim will provide hard-copy materials at the first meeting.
CFRE CREDITS
AFPLI is applying for 6 CFRE credits, they have not yet been approved. Once they are approved, this notice will be updated.
Event Venue & Nearby Stays
45 Executive Dr, 45 Executive Drive, Plainview, United States
USD 108.55 to USD 200.00
