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!
Autumn 2020 Series Webinar Topics: visit the event registration page here!
- September 10 – The Gentle Art of Pandemic Estate Planning
- Additional topics to be announced
Bill Marsella, Director of Partner Relations at the Catholic Community Foundation
Andy Shermoen, First Vice President, RBC Wealth Management, Tearse-Shermoen Group
Anne Rodenberg, MAL, Major & Planned Gifts Officer at Second Harvest Heartland
Scott Nelson, CFRE, CGPA, Director Gift Planning, Benedictine Health System
Jim Dwyer, CFRE, Director of Planned Giving, St. John’s University
Bill Marsella, Director of Partner Relations, Catholic Community Foundation