Philanthropic Strategies
Redwood Area Community Center 901 E Cook St, Redwood Falls, MN, United StatesPresentation at 4:30pm AND 6:30pm (same presentation) Dinner provided at 5:45pm Event Speaker Dana Holt “Uncover Your Opportunity” Do you realize that only 10% of America’s wealth is held in…
Insights Into Non-Profits
Redwood Area Community Center 901 E Cook St, Redwood Falls, MN, United StatesYou are invited to attend an Educational Session on ‘Insights into Non-Profits’ provided by Leave A Legacy SW MN: Date: Wednesday, March 11, 2020 Time: 11:30 am - 1:00 pm Location: Redwood…
EVENT CANCELLED due to COVID-19 pandemic. Blind-spots, Red Flags and Clean Audits for Non-Profits
St. John's Lutheran Home Chapel 201 S Co Rd 5, Springfield, MNDue to growing concerns over the COVID-19 pandemic, this event, which was scheduled for May 6, 2020 has been cancelled. We will hopefully look to reschedule this event at a…
May 6th online Zoom Event – “The SECURE and CARES Act Explained”
Since the passage of the SECURE and CARES Acts, Charitable Planning has received special attention because of unique opportunities available nowhere else. Whether charitable planning is your specialty or not, you'll be glad you participated in this online session. You will learn: HOW the SECURE Act affects Qualified Charitable Distributions and Retirement Accounts HOW the CARES Act…
The Secret Sauce of Successful Non-Profit/Advisor Working Relationships
Tracy Country Club 10752 US-14, Tracy, MN, United StatesPresented by: Bruce Kinsella, Leave A Legacy, Mankato MN Lunch Provided. Find More Events
Non-Cash Gifting
Virtual Zoom EventIf you are affiliated with a nonprofit, an individual looking to give creatively to your favorite nonprofits, or a professional interested in hearing real examples of successful gifting in SW Minnesota, please join our Leave A Legacy SW MN final educational program for 2020 on Wednesday, November 18th from Noon – 1:00 p.m. via Zoom. Liz…
March 3, 2021: Why Donor Advised Funds are becoming “The Future of Strategic Giving”
Virtual Zoom EventPlease join in this interactive Zoom session on Wednesday, March 3rd from Noon - 1:00 p.m. Learn WHY Donor Advised Funds are so Popular, HOW they Work, How to work them to your Advantage and GET RESOURCES to help in your work with them. Dana Holt, CEO & Philanthropic Strategist of HOLT Consulting, will lead this…
June 9, 2021 ‘Economic Update and How it Affects Philanthropy’
Virtual Zoom EventPlease join us for our quarterly educational event via Zoom on June 9th from Noon until 1 pm. The topic of discussion will be: 'Economic Update and How it Affects Philanthropy' Melissa White, from Eide Baillly, LLP will be our guest speaker. Melissa White is Senior Tax Manager located in the Aberdeen, South Dakota office…
June 8, 2022 “Tips and Traps: Tax Strategies for Donors and Charities”, presented by regionally and nationally acclaimed tax specialist, Andy Biebl
Springfield Community Center 33 S Cass Ave, Springfield, MN, United StatesPlease join in this special session on Tips and Traps: Tax Strategies for Donors and Charities, presented by regionally and nationally acclaimed tax specialist, Andy Biebl, on Wednesday, June 8th from Noon – 1:00 p.m. at the Springfield Area Community Center (33 South Cass Ave, Springfield). The session is free and lunch will be provided (please just RSVP as indicated…