Leave A Legacy Minnesota serves as a forum for the exchange of gift planning resources. The resource library consists of materials provided by members like you as well as documents generated by LAL-MN group leaders. We invite you to download, share, and put these resources to good use as you engage in legacy conversations with donors and colleagues.
- Leave a Legacy Regional Group Brochure
- Starting a Leave A Legacy Group in Your Community
- Transfer of Wealth Study
- Engaging Your Donors Through Powerful Questions
- Writing Your Legal Will Doesn’t Have to Be Hard. Start Here.
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 “Listen Here” button under any of the below offerings to get a sample of what you can expect from the Legacy Giving At Lunch series.
Part 1 – Donor Advised Funds: Your $110 Billion Best Friend
Presenter: Dana J. Holt, JD RICP AEP
Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. The recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”
Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because until now fundraisers have seen DAFs as competition for charitable dollars, rather than a gigantic source of potential donations. Let’s take a critical look at DAFs and discover exactly why I call them “Your $110 Billion Best Friend.”
Part 1 – Gifts You May Have Never Considered: Accepting Crops, Cows, Cabins and More!
Presenter: Eric Joranson, Senior Director of Development, Complex Assets, National Philanthropic Trust
In 2017, $1.85 trillion in assets changed hands through mergers and acquisitions. Private business owners (18.3 million Americans) represent a large portion of that transition, 79% of whom identify as philanthropic. Donations of noncash assets such as real estate, tangible property and privately held stock have become assets donors commonly explore donating to charity. This session will explore how to help business owners convert their illiquid interests into philanthropic capital.
Part 1 – Many Hats, One Mission
Presenter: Scott Nelson, Director of Gift Planning at Benedictine Health Center
Join Scott Nelson, Director of Planned Giving at Benedictine Health Center, to learn more about how you can start,
manage, and grow your efforts, with just a couple of focused hours a week. Scott will touch on a variety of topics
from how to identify the best prospects within your database, to landing the initial visit, to tips on motivating your
Part 1 – 2018 Tax and Economic Outlook
Presenter: Jon Pratt, Executive Director, Minnesota Council of Nonprofits
The first year of the Trump Administration benefited from a relatively healthy economy, and set the stage for dramatic changes in the US tax system — with serious implications for charitable giving. While donors don’t decide to make a contribution solely for tax reasons, tax incentives can make a big difference in the amount they contribute. Back by popular demand, Jon Pratt shares this presentation and examines the current status and likely effects of federal tax changes affecting charitable giving, presents an overview of economic trends within Minnesota’s nonprofit sector, and spotlights several emerging issues that will affect this field in the years ahead.
Part 2 – Asking for Major and Planned Gifts – What to Ask, What to Listen for, How You Might Ask
Presenter: Tom Glass, Senior Major and Planned Giving Officer, Saint Catherine University
With applied effort and time you can secure 60 to 70% of your charitable revenue from major gifts. Learn how you can enter a sacred space with our constituents, listen for heart and passion, and connect donors and their passion with your mission.
Part 3 – Spotting Potential Planned Gift Donors
Presenter: Stacy McVary, Leadership and Planned Giving Officer, Catholic Charities of St. Paul and Minneapolis
Learn about similar characteristics of most planned gift donors, cues and clues to listen for, many roads that can lead to a planned gift and engaging allied professionals and community leaders to help you identify.
Part 1 –How to Launch A Successful Endowment Fund
Presenter: Bill Marsella, Director of Partner Relations at the Catholic Community Foundation
Original Presentation: November 2017
One way for a non-profit to attract legacy gifts is to have an endowment fund established, but what is an endowment fund? Why is it a good tool for legacy giving? How do you plan and execute a campaign among your constituents to successfully launch an endowment fund for your organization? And then, how can you integrate fundraising for your endowment into your regular development/fundraising efforts? Planned giving veteran Bill Marsella is back by popular demand after our first Legacy at Lunch series to help you understand this, and more, to help lay the groundwork for your nonprofit.
Part 2 – Building Relationships with Finance and Planning Professionals
Presenter: Andy Shermoen, First Vice President, RBC Wealth Management, Tearse-Shermoen Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC
Original Presentation: November 2017
Cultivating relationships with financial and planning professionals is a critical skill for nonprofit leaders who want to advance planned giving efforts for their nonprofit. Yet, fundraisers who aren’t always sure where to begin or how to continue the conversation. Join RBC Wealth Management Vice President and Grand Rapids Area Community Leader Andy Shermoen to learn more about how you can develop enduring relationships with charity-minded professionals in your community that will help expand your nonprofit’s universe of support.
Part 3 – Back to Basics: Planned Gift Materials Every Shop Should Have
Presenter: Anne Rodenberg, MAL, Major & Planned Gifts Officer at Second Harvest Heartland
Original Presentation: December 2017
With the right tools you can feel confident promoting legacy giving as an attractive opportunity for your donors. Anne Rodenberg brings a world of experience in planned giving and communications and will help you better understand the top five things you’ll want at your fingertips when introducing planned giving to your donors. They include:
- Planned gift intention form
- Bequest language
- General postcard and brochure
- Charitable planning survey
Part 1 – Engaging Donors Through Powerful Questions
Presenter: Scott Nelson, CFRE, CGPA, Director Gift Planning, Benedictine Health System
Original Presentation: April 2017
Conversations with your donors about legacy giving don’t have to be awkward. Over the years, we’ve learned that one of the primary challenges that holds fundraisers back from securing planned gifts is not knowing how to bring the idea of legacy into the conversation with their donor. Scott Nelson, Director of Gift Planning at the Benedictine Health Systems Foundation, will help you consider how to purposefully ask questions that can open the door to a conversation about giving.
Part 2 – Getting Started: Considerations in the Early Stages of Your Planned Giving Program.
Presenter: Jim Dwyer, CFRE, Director of Planned Giving, St. John’s University
Original Presentation: May 2017
Executive Directors and other nonprofit professionals who don’t have a planned giving program are feeling more pressure than ever to launch a legacy program. You may be unsure about the value of launching and nurturing such a program. You may be unsure about what investments you’ll need to bring about success. Before setting out down the planned giving path, it can be useful to first understand what kinds of outcomes you can expect in the early stages of a program, and the kinds of resources you’ll need to invest in such an effort.
Part 3 – Ethical Wills: How the Writing of Legacy Letters Can Be a Tool for Engaging Donors to Leave Planned and Estate Gifts to Your Organization
Presenter: Bill Marsella, Director of Partner Relations, Catholic Community Foundation
Original Presentation: June 2017
Your donors all want to leave a legacy. We all want to be remembered. But, how do you do that exactly? The answer is Legacy Writing. A combination of personal reflection and communication, Legacy Writing is the perfect way for your donors to start their estate planning.
Once you’ve identified the values and lessons you’d like to preserve, aligning your will and charitable giving becomes far easier. Come learn about how to harvest the love and lessons of your life in writing for those you love and care about.
Have a file that would be a great fit for our Resource Library? Email firstname.lastname@example.org to have it listed here.