Planned Giving: From Theory to Action

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.

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

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Thank you! ADO's programming is presented by: