Presentation 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 cash in the form of checking and savings accounts?  The rest of our wealth is in assets like real estate, life insurance, retirement accounts, farm…

You 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 Area Community Center - 901 E Cook St, Redwood Falls, MN  56283 Lunch:  A complimentary lunch will be provided Topic:  A panel discussion on ‘Insights into…

Due 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 later date.  Please check out our website or Facebook pages for updates on the other two events that we have scheduled for 2020. Presented by:…

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…