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…

Presented by: Bruce Kinsella, Leave A Legacy, Mankato MN Lunch Provided. Find More Events

If 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…

Please 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…

Please 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…

Please 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…

Please join us in learning about Secure Act 2.0 – the nuts and bolts of how recent changes impact the way we think about future charitable gifts. The session will be via Zoom on Wednesday, March 8th from Noon to 1:00 p.m. The session will provide information on how Gift Annuities, Qualified Charitable Distributions, and…

“The Threes of Charitable Estate Planning” being presented in-person by Tim Steinbach, Senior Development Officer for CentraCare Foundation, on Wednesday, June 14th from 11:00 a.m. to Noon (please note earlier start time) which will be in the conference room at CentraCare in Redwood Falls.  The presentation and lunch are complimentary, being sponsored by Leave A…

Please consider joining us at our educational event on November 14th at the Redwood Area Community Center beginning at 5:15 p.m. Topic of discussion: Farm Machinery - Transitioning to the…