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
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
Donor Advised Funds
Dana J. Holt, JD, RICP, AEP, Founder, HOLT Consulting
Gifts You May Have Never Considered
Eric Joranson, Senior Director of Development, Complex Assets, National Philanthropic Trust
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.
Many Hats, One Mission
Scott Nelson, Director of Gift Planning at Benedictine Health Center