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• Planned Giving: From Theory to Action

  • When
    12/10/2025
  •  
    11:30 AM - 1:30 PM
  • Location
    Sam's of Gedney Way, 50 Gedney Way, White Plains

  Register

  Planned giving is a useful tool to strengthen your organization’s long-term sustainability, and it doesn't have to be complicated or stressful. Chris Templeman will walk us through a straightforward action plan to launch or grow a program, and share a simple, high-impact takeaway so you can get going right away in the new year.

  Then, we’ll hear from representatives from two local nonprofits exactly how they put these strategies into action: steps, lessons learned, pitfalls to avoid. You’ll have time to workshop ideas at your table and engage in Q&A.

  Spoiler alert: consistent marketing is key, so if someone else in your organization handles communications, you may want to bring them along.

  Speakers 

  Christian Templeman
  First Vice President, Financial Advisor, Morgan Stanley
  Martine Campoli
  Manager, Individual Giving, Feeding Westchester
  Danielle Marino
  Executive Director, White Plains Library Foundation

  Please save the date. Registration will open soon.

  Full participation in "Planned Giving - From Theory to Action" is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

  
  

  
  

  Thank you! ADO's programming is presented by:

              

  
  

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