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May 2019

Donor Stories That Work

May 8, 2019 @ 11:30 am - 1:00 pm
Tracy Country Club, 10752 US-14
Tracy, MN 56175 United States
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Join us for our second educational session: "Donor Stories that Work" presented by Cindy McKittrick, Executive Director of Hope Harbor. Here is a bit more information about this organization from Cindy: Hope Harbor is an organization frequently described as “an inch wide and a mile deep.” That representation of our work we do not take lightly and has become the cornerstone of our commitment to those that pour into this ministry financially. Executive Director Cindy McKittrick shares how Hope Harbor is…

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September 2019

Wills That Won’t

September 11, 2019 @ 11:30 am - 1:00 pm
Wabasso Community Center, 1429 Front St
Wabasso, MN 56293
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Join us for our next educational session: "Wills That Won't" featuring local estate planning attorney, Jennifer Gilk, owner of Gilk Legacy Law PLLC - Estate & Property Planning for Businesses, Farms & People, Redwood Falls, MN. As a business professional, non profit representative, volunteer or donor, have you ever gotten confused by some of the terms associated with estate planning? POA, Revocable, Irrevocable, Probate, Executor – what does it all mean and how do I help my family or my…

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November 2019

Philanthropic Strategies

November 13, 2019 @ 4:30 pm - 8:30 pm
Redwood Area Community Center, 901 E Cook St
Redwood Falls, MN 56283 United States
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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 machinery, stocks. etc. If that is where the real money is, then why do charities constantly “chase the checkbook” for donations?  Why do donors focus on…

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March 2020

Insights Into Non-Profits

March 11, 2020 @ 11:30 am - 1:00 pm
Redwood Area Community Center, 901 E Cook St
Redwood Falls, MN 56283 United States
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Free

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 Non-Profits” including successful donor stories, how to work effectively with Advisors, how to recruit new donors, honing successful marketing techniques and more.  The moderator will be…

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May 2020

EVENT CANCELLED due to COVID-19 pandemic. Blind-spots, Red Flags and Clean Audits for Non-Profits

May 6, 2020 @ 11:30 am - 1:00 pm
St. John’s Lutheran Home Chapel, 201 S Co Rd 5
Springfield, MN 56087
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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: Deb Nelson, Eide Bailly LLP Lunch Provided. Find More Events

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May 6th online Zoom Event – “The SECURE and CARES Act Explained”

May 6, 2020 @ 12:00 pm - 1:00 pm

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 will change giving in 2020 HOW to create a "virtual stretch IRA" with a Charitable Remainder Trust Leave A Legacy SW MN is sponsoring this…

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September 2020

The Secret Sauce of Successful Non-Profit/Advisor Working Relationships

September 23, 2020 @ 11:30 am - 1:00 pm
Tracy Country Club, 10752 US-14
Tracy, MN 56175 United States
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Presented by: Bruce Kinsella, Leave A Legacy, Mankato MN Lunch Provided. Find More Events

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November 2020

Non-Cash Gifting

November 18, 2020 @ 12:00 pm - 1:00 pm
Virtual Zoom Event

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 Cheney, VP of Philanthropy at Southwest Initiative Foundation, will discuss Charitable Gifts other than cash, giving real examples of people in SW Minnesota who have…

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March 2021

March 3, 2021: Why Donor Advised Funds are becoming “The Future of Strategic Giving”

March 3 @ 12:00 pm - 1:00 pm
Virtual Zoom Event

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 interesting and informative discussion which is being sponsored by Leave A Legacy SW MN. TO REGISTER, PLEASE CLICK HERE (note the Zoom Meeting ID:  81492593641;  Passcode:  legacy21).

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June 2021

June 9, 2021 ‘Economic Update and How it Affects Philanthropy’

June 9 @ 12:00 pm - 1:00 pm
Virtual Zoom Event

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 of Eide Bailly where she specializes in assisting clients with the complexities of trusts, estates, and gifting; tax and financial matters during estate administration; tax…

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