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!


Autumn 2020 Series Webinar Topics: visit the event registration page here!
    • September 10 - The Gentle Art of Pandemic Estate Planning
    • November 11 - What do our donors have to say?


    Spring Series 2018 - Part 3

    Spotting Potential Planned Gift Donors

    Stacy McVary, Leadership & Planned Giving Officer, Catholic Charities of St. Paul & Minneapolis

    Free – Add to Cart View Cart Added to cart
    Autumn Series 2017 - Part 1

    How to Launch A Successful Endowment Fund

    Bill Marsella, Director of Partner Relations at the Catholic Community Foundation

    Free – Add to Cart View Cart Added to cart
    Autumn Series 2017 - Part 2

    Building Relationships with Finance and Planning Professionals

    Andy Shermoen, First Vice President, RBC Wealth Management, Tearse-Shermoen Group

    Free – Add to Cart View Cart Added to cart
    Autumn Series 2017 - Part 3

    Back to Basics

    Anne Rodenberg, MAL, Major & Planned Gifts Officer at Second Harvest Heartland

    Free – Add to Cart View Cart Added to cart
    Spring Series 2017 - Part 1

    Engaging Donors Through Powerful Questions

    Scott Nelson, CFRE, CGPA, Director Gift Planning, Benedictine Health System

    Free – Add to Cart View Cart Added to cart
    Spring Series 2017 - Part 2

    Getting Started

    Jim Dwyer, CFRE, Director of Planned Giving, St. John’s University

    Free – Add to Cart View Cart Added to cart
    « Previous 1 2 3 4 Next »

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Regional Groups

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