Leave a Legacy Minnesota

Leave a Legacy Minnesota

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Resource Library

Downloadable Resources

Downloadable Resources

View our documents

 

Planned Giving Launch Kit

Planned Giving Launch Kit

Download the kit

 

Planned Giving Essentials

Planned Giving Essentials

Learn about the series

 

Leave a Legacy Podcast

LAL Podcast

Listen to the Podcast

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!



    Passing Recovery to the Next Generation

    Passing Recovery to the Next Generation

    John Magnuson, Executive Director, MARRCH; Rachel Schromen, JD, Schromen Law, LLC

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    Estate Planning Basics

    Estate Planning Basics

    Laura Halferty, JD, Partner, STINSON LLP; John Stone, Senior Vice President, Wealth Advisor

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    Spring Series 2019 - Part 1

    Donor Advised Funds

    Dana J. Holt, JD, RICP, AEP, Founder, HOLT Consulting

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    Spring Series 2019 - Part 2

    Gifts You May Have Never Considered

    Eric Joranson, Senior Director of Development, Complex Assets, National Philanthropic Trust

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    Planned Giving Essentials

    This four-part eLearning track is developed for the busy nonprofit leader seeking to incorporate gift planning into the organization’s fundraising approach.

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    Autumn Series 2018 - Part 1

    Many Hats, One Mission

    Scott Nelson, Director of Gift Planning at Benedictine Health Center

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