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.
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 Autumn 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
Have a file that would be a great fit for our Resource Library? Email email@example.com to have it listed here.