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.
Bring Identification Card Please