Downloadable Resources
View our documents
Planned Giving Launch Kit
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Planned Giving Essentials
Learn about the series
Leave a Legacy Podcast
Listen to the PodcastLegacy Giving at Lunch Discussion Series
Leave A Legacy Minnesota offers FREE, live, virtual discussions through the Legacy Giving At Lunch series. Participation in the live session or downloading archived sessions below is free and open to anyone interested in gift planning. Click on the links below to view full descriptions & brief speaker biographies. To download & listen to a recording, please add the desired virtual discussion to your cart and checkout!
Autumn 2020 Series Webinar Topics: visit the event registration page here!
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- September 10 – The Gentle Art of Pandemic Estate Planning
- Additional topics to be announced
Building Relationships with Finance and Planning Professionals
Andy Shermoen, First Vice President, RBC Wealth Management, Tearse-Shermoen Group
Engaging Donors Through Powerful Questions
Scott Nelson, CFRE, CGPA, Director Gift Planning, Benedictine Health System