Downloadable Resources
Planned Giving Launch Kit
Planned Giving Essentials
Leave a Legacy 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!
Asking for Major and Planned Gifts
Tom Glass, Senior Major & Planned Giving Officer, Saint Catherine University
Spotting Potential Planned Gift Donors
Stacy McVary, Leadership & Planned Giving Officer, Catholic Charities of St. Paul & Minneapolis
How to Launch A Successful Endowment Fund
Bill Marsella, Director of Partner Relations at the Catholic Community Foundation
Building Relationships with Finance and Planning Professionals
Andy Shermoen, First Vice President, RBC Wealth Management, Tearse-Shermoen Group
