Education Luncheon: Planned Giving – Everything You Need to Know
Chris Templeman, Associate Vice President and Financial Advisor at Morgan Stanley, will share practical, easy to understand tips on how to jumpstart your planned giving program. Whether you have a planned program or not, you’ll leave with simple, easy to execute steps that you can take back to help capture your planned giving potential.
Topics covered in the presentation:
- What is planned giving?
- Bequests/beneficiary – the biggest opportunity
- Why do donors leave bequest/beneficiary designation?
- Planned giving marketing best practices
- 3rd party planned giving marketing companies
- What you can do to realize the planned giving potential.
- Importance of a planned giving legacy society
- What is a planned giving advisory council?
- Why planned giving works during a recession.
REGISTER HERE
Our Speaker:
Christian A. Templeman – Associate Vice President & Financial Advisor, Morgan Stanley
Christian A. Templeman, financial advisor, based in Greenwich. Chris focuses on helping non-profit organizations manage and attract capital.
Prior to joining Morgan Stanley in 2005, 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 is a member of Session at Larchmont Avenue Church, serving as chair of the Welcoming Committee. He is a member of the Morgan Stanley National Diversity & Inclusion Council serving as Chair of the Inclusive Leadership Subcommittee. He is a member of the Nonprofit Westchester, the Association of Development Officers, Cultural Alliance of Fairfield County and the Community Advisory Board of the Junior League of Westchester of the Sound. He has served on the Board of Directors of the STEM Alliance of Larchmont-Mamaroneck as Vice President, Resource Development. He is an avid runner having completed nine 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 Counselor and the Chartered Retirement Plans Specialist 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.
Contact Info:
Christian A. Templeman, CRPC®, CRPS®
Associate Vice President, Financial Advisor
Corporate Retirement Director
Morgan Stanley Wealth Management
One Fawcett Place, 3rd Floor | Greenwich, CT 06830
Direct: +1 203-625-4882
Toll Free: +1 800-243-5977
Fax: +1 203-661-4280
eFax: +1 203-517-0063
https://advisor.morganstanley.com/christian.a.templeman
www.linkedin.com/in/christiantempleman
NMLS # 1262291
Our Sponsor:
Morgan Stanley is an international financial services corporation that, through its affiliates and subsidiaries, advises, and originates, trades, manages, and distributes capital for institutions, governments, and individuals. The company operates in three business segments: Wealth Management, Institutional Securities, and Investment Management. The company is guided by its five core values: putting clients first, leading with exceptional ideas, doing the right thing, committing to diversity and inclusion and giving back.
Morgan Stanley supports nonprofit organizations and events that enrich the lives of our communities. Wherever our people live and work around the world, we seek out partners and opportunities that reflect our standards of excellence. We are proud to support the Association of Fundraising Professionals Fairfield County.
Date: Thursday, September 17, 2019, 1:00 PM – 2:00 PM
Location: Online
Webinar Fee
AFP MEMBERS – FREE
*GUEST of AFP Member – $10
FUTURE MEMBERS – $20
A BENEFIT for all AFP-Fairfield County Chapter Members! We encourage you to invite a prospective member to an AFP educational program at a special rate of $10.
*Reservations can be made online by the guest, but the Member must attend the event.
Guests may only receive a special guest rate one time.