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Leave a Legacy Educational Session-"Uncover Your Opportunity"

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Redwood Area Community Center

901 East Cook Street

Redwood Falls, MN 56283

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YOU'RE INVITED to an Educational Session provided by Leave a Legacy Southwest Minnesota!

Join us for an upcoming educational session: "Uncover Your Opportunity" featuring Dana Holt, JD AEP®, CEO & Philanthropic Strategist, of HOLT Consulting.

Only about 10% of America’s wealth is held in cash. It’s true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets. If that’s where the real money is, then why do charities constantly “chase the checkbook” for donations? Why do donors focus on giving from their checking accounts? It’s because those assets can feel overwhelming and intimidating. Luckily, you can conquer the confusion and uncover the opportunity all around you.

This session will teach you to take the first steps towards:

  • Fundraising from Wealth in a Rural Community - Not Just Cash Flow.
  • Using Donor Advised Funds Strategically.
  • Giving donors the opportunity to GIVE BIG!
  • Communicating the Opportunity to Everyone.

This event is planned to educate and inform Leave a Legacy Southwest MN members and guests in an effort to support and sustain the many worthy nonprofits in the area.

Please register EACH attendee from your organization that plans to attend by November 10 so that we can be prepared with food and materials for all that attend. Also, please feel free to forward the invite to non-profits and professionals/advisors in your area that you feel may benefit from this program. We hope you join us!

Event will include:

  • Educational Session: Uncover Your Opportunity - no registration fee.
  • TWO time choices of the SAME presentation (4:30 - 5:45 p.m. and 6:30 - 7:45 p.m.).
  • Complimentary buffet dinner at 5:30 p.m. (between the 2 sessions).
  • Networking opportunity.

The Leave a Legacy mission is to encourage philanthropy by connecting and educating southwest Minnesota donors, nonprofit organizations, and professional advisors on the benefits, methods, and opportunities of charitable gift planning in an effort to strengthen and sustain rural communities.


Location

Redwood Area Community Center

901 East Cook Street

Redwood Falls, MN 56283

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