AFP MEMBERS ONLY Roundtable – Planned Giving Discussion

Roundtable Round 4:  Planned Giving

Have you been meaning to start up a pro-active planned giving program but something has been holding you back?  Come participate in a free members-only roundtable conversation with colleagues to talk about easy ways to get an effective planned giving program up and running.

Our conversation will be led by Chris Templeman, Associate Vice President, Financial Advisor, Morgan Stanley.  Prior to joining Morgan Stanley in 2005, Chris spent 14-years in the non-profit sector, most recently as executive director of Boys & Girls Clubs of New Rochelle.

Please join us at our fourth MEMBERS ONLY event! AFP Fairfield County offers its members a free opportunity to meet with fellow members for a casual opportunity to share thoughts on the issues, challenges and solutions facing the nonprofit development field.

Registration includes lunch.

Sign up now!  Only 20 seats available!

Our Speaker

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

Prior to joining Morgan Stanley, Mr. Templeman 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.

Mr. Templeman serves  on the Board of Directors of STEM Alliance of Larchmont-Mamaroneck as Vice President, Resource Development, past member of the Board of Trustees and current chair of Planned Giving Committee of Larchmont Avenue Church, and member of the Community Advisory Board of the Junior League of Westchester of the Sound.  He is an avid runner having completed eight New York City marathons and one Boston Marathon for charity.

Mr. Templeman attained his Series 7, 66 and health and life insurance certifications as well as his Financial Planning Associate designation from Smith Barney.  He completed the Chartered Retirement Planning CounselorSM and the Chartered Retirement Plans SpecialistSM Professional Designation Programs from The College for Financial Planning®.  He is a graduate of St. Lawrence University with a Bachelors of Arts degree in Philosophy.

Chris is married to Sarah Templeman.  They live in Larchmont, NY with their son Matthew.

Registration

Register here for this event.  Any questions?  Please contact Marianne at