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 Fergus Falls 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 is free and open to anyone interested in gift planning. Archived sessions are available to members of the Minnesota Planned Giving Council. Check out Engaging Donors Through Powerful Questions as a free sample of what you can expect from the Legacy Giving At Lunch series.
2018 Tax and Economic Outlook
(Part 1 in the 3-Part Legacy Giving At Lunch Spring Discussion Series)
Thursday, March 22 at 12:00 pm CST
Leave a Legacy MN is pleased to announce our spring line-up for the Legacy Giving at Lunch web-based learning series. Each Legacy Giving at Lunch is a free, one-hour learning opportunity you can plug into from your desk. Join us for the full series or just the sessions that fit with your schedule and download the recordings online.
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.
Presenter: Jon Pratt, Executive Director, Minnesota Council of Nonprofits
Jon Pratt is the executive director of the Minnesota Council of Nonprofits, an association of 2,000 organizations that sponsors research, training, lobbying and negotiated discounts to strengthen Minnesota’s nonprofit sector.
Jon has consulted with nongovernmental organizations on the development of NGO associations and services in Canada, Costa Rica, Czech Republic, Hungary, Poland, Serbia and Turkey. Pratt has a law degree from Antioch School of Law, and a M.P.A. from Harvard University.
Asking for Major and Planned Gifts – What to Ask, What to Listen for, How You Might Ask
(Part 2 in the 3-Part Legacy Giving At Lunch Spring Discussion Series)
Thursday, April 19 at 12:00 pm CST
Presenter: Tom Glass, Senior Major and Planned Giving Officer, Saint Catherine University
Tom Glass is a Senior Major and Planned Giving Officer at St. Catherine University. Prior to joining St. Catherine University in 2017, he was the Director of Planned Giving at the University of St. Thomas. Tom was a partner in the financial services firm of Deegan & Glass, LLC. The firm provided specialized wealth management and estate planning for affluent individuals and corporations. He is a frequent speaker on charitable planning and family wealth management. Tom has extensive experience serving in a leadership capacity on many nonprofit boards. He is currently serving on the Edina Tax Referendum Committee, the Social Justice Board at St. Patrick’s Church in Edina, and the Board of Directors for the Minnesota Planned Giving Council, where he also serves on the Program and Education committees. A native of Saint Paul, Minnesota, Tom resides with his wife CoCo and four children in Edina, Minnesota.
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.
Legacy Giving at Lunch Discussion Series
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
Have a file that would be a great fit for our Resource Library? Email email@example.com to have it listed here.