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Strategies for Planned Giving

Giving can help make the world a better place for ourselves, our children and future generations. Additionally, a well structured charitable plan can provide benefits to the causes we care about for generations to come. Planned giving has become an increasingly important area of fund-raising for nonprofit institutions, sometimes accounting for more than half of new capital campaigns. Our Morgan Stanley Wealth Management team will introduce different charitable giving strategies, including some financial and estate planning issues associated with them.

We will discuss how to strengthen relationships with donors, strategies to fund an endowment, how to build a philanthropic family tradition, and create a marketing strategy for planned giving.

Our Morgan Stanley Wealth Management team and guest speakers look forward to meeting you at our headquarters located at 1585 Broadway. 

Food and refreshments will be served.

Agenda:  6:00-6:30 food and refreshments/meet and greet

                 6:30-7:30 presentations from speakers

We look forward to seeing you there.

Floor 26

Room D

Bring Identification Card Please

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  • The India C.

    Thank you for an informative presentation.

    March 7, 2014

  • Michael L.

    It was great meeting everyone last night at the event. Thank you so much for making it out and all your feedback. I wish everyone continued success in growing their nonprofit and spreading your mission and values. I will be in contact with everyone soon to give you each a summary of the evening and follow up with your questions.

    March 7, 2014

  • AS removed the location. It was Morgan Stanley

    March 6, 2014

  • Michael Linder changed the location to Morgan Stanley

    February 3, 2014

  • Michael Linder changed the time from 5:00 PM to 6:00 PM

    January 29, 2014

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