Downloadable Resources
Planned Giving Launch Kit
Planned Giving Essentials
Legacy 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!
Spring 2020 Series Webinar Topics: visit the event registration page here!- April 8 – Legacy Giving at Lunch Spring Series: Tax Reform and Its Effect on Charitable Giving
- May 20 – Legacy Giving at Lunch Spring Series: Stewarding Donors in the digital (and not-so-digital) age
- June 11 – Legacy Giving at Lunch Spring Series: What do our donors have to say?
Stewarding Donors in the Digital/Not-so-Digital Age
Jess Nelson LeMay and Jessie Pridie of Mayo Clinic
Tax Reform & Its Effect On Charitable Giving
Jon Pratt, Executive Director of Minnesota Council of Nonprofits
Passing Recovery to the Next Generation
John Magnuson, Executive Director, MARRCH; Rachel Schromen, JD, Schromen Law, LLC
Estate Planning Basics
Laura Halferty, JD, Partner, STINSON LLP; John Stone, Senior Vice President, Wealth Advisor
