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Legacy Giving at Lunch Autumn Series: Part 2
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11/29/2017
When: 12:00 pm – 1:00 pm CST
Where: Online Webinar
United States


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Legacy Giving at Lunch Series: Autumn Series Part 2 – Building Relationships with Finance and Planning Professionals

(Part 2 in the 3-Part Legacy Giving At Lunch Discussion Autumn Series)

Wednesday, November 29 at 12:00 pm CST

Leave a Legacy MN is pleased to announce our fall line-up for the Legacy Giving at Lunch web-based learning series. Each Legacy Giving at Lunch is a free, one-hour learning opportunity you can plug into from your desk. Join us for the full series or just the sessions that fit with your schedule and download the recordings online.

Cultivating relationships with financial and planning professionals is a critical skill for nonprofit leaders who want to advance planned giving efforts for their nonprofit. Yet, fundraisers who aren’t always sure where to begin or how to continue the conversation. Join RBC Wealth Management Vice President and Grand Rapids Area Community Leader Andy Shermoen to learn more about how you can develop enduring relationships with charity-minded professionals in your community that will help expand your nonprofit’s universe of support.

Presenter: Andy Shermoen, First Vice President, RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

 

 

 


Legacy Giving at Lunch Discussion Series

A New Series on Legacy Giving for Nonprofit Superstars Who Do It All Presented by Leave a Legacy, MN – a program of the Minnesota Planned Giving Council If you are a busy Executive Director or Development Director, the idea of adding one more thing to your plate can feel overwhelming. Yet, you feel the urgency to position your organization so that donors may remember you in their estate plans. We are here to help you get started on a planned giving effort. Join us from the comfort of your office for Legacy Giving at Lunch on November 1, November 29, and December 14.  Hear from our featured guest experts, ask questions, and exchange ideas with your colleagues across the state. Participate in one or all three discussions but sign up early. Registration is limited. This is a FREE offering supported in part by our friends at the Initiative Foundation, Northwest Minnesota Foundation, West Central InitiativeSouthern Minnesota Initiative Foundation, and Southwest Initiative Foundation.

      

Thank you to MPGC Benefiting Sponsor, Crescendo Interactive, and Supporting Sponsor, US Bank Charitable Services Group

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