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May 2020

Legacy Planning 101 – 11 a.m. Webinar

May 28 @ 11:00 am - 12:00 pm CDT
Online
Free

What do you want your legacy to be? During this free webinar, you’ll identify the loved ones and organizations you’d like to impact through your estate and get an overview of estate planning lingo and tools. You’ll identify the professionals you’ll want in your corner, get organized, ask key questions, and make a list of the next steps you’ll need to take as you flesh out your plan. You’ll have an opportunity to set up follow-up meetings to look at…

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Legacy Planning 101 – 7 p.m. Webinar

May 28 @ 7:00 pm - 8:00 pm CDT
Online
Free

What do you want your legacy to be? During this free webinar, you’ll identify the loved ones and organizations you’d like to impact through your estate and get an overview of estate planning lingo and tools. You’ll identify the professionals you’ll want in your corner, get organized, ask key questions, and make a list of the next steps you’ll need to take as you flesh out your plan. You’ll have an opportunity to set up follow-up meetings to look at…

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June 2020

Intro to the IRA Charitable Rollover

June 4 @ 11:00 am - 12:00 pm CDT
Online
Free

The Charitable IRA Rollover is an incredibly tax-efficient way for older donors to support causes that matter to them. During this free, one-hour interactive session, we'll discuss how and when to incorporate IRA Rollover giving into your fundraising strategy...and touch on how this year's SECURE Act may make it a better time than ever for your donors to give this way. This session will be led by gift counselors with decades of experience working with nonprofits, and they'll leave lots…

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Savvy Legacy Planning

June 25 @ 11:00 am - 12:00 pm CDT
Online
Free

Learn how to safeguard your estate and protect your loved ones from—ahem—themselves. Set up your estate plan to minimize arguments, strange loopholes, and cumbersome maintenance. Get an overview of several types of trusts and funds that will allow you to limit or strategically time cash disbursements to avoid giving loved ones more than they’ll be able to handle. Speakers Jennifer Nohelty - Founder, CEO, & Senior Gift Planning Counselor Jennifer is a graduate of the Metropolitan State College of Denver's…

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July 2020

Endowment Funds & Gift Acceptance Policies 101

July 16 @ 11:00 am - 12:00 pm CDT
Online
Free

Whether your organization has a longstanding endowment fund, or you are at the beginning stages of creating one, this free webinar is for you! There's a lot to think about when setting up an endowment fund, but having one in place can provide stability and peace of mind when there's economic or organization instability. And there comes a point where most nonprofits find their endowment growth to be stagnant! We'll go over the basics of setting up an endowment and…

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