LEAVE A LEGACY Summit Portage Medina Planned Giving Series


Register for the

2022 Planned Giving Series!


Wednesdays | 8:30 - 10:00 am
September 14 - October 19

  • September 14: Wills and Revocable Living Trusts

  • September 21: Charitable Gift Annuities and Strategies

  • September 28: Gifts of Marketable Securities and Charitable Remainder Trusts

  • October 5: Gifts of Charitable IRAs and Gifts of Business Assets

  • October 12: Gifts of Insurance and Gifts of Real Estate

  • October 19: Donor Advised Funds and Gift Acceptance Policies

Huntington Training Room, Lower Level 3421 Ridgewood Road, Fairlawndirections

$30 each session for members of LAL/AFP | $40 each session for non-members 
Register for all six workshops and receive one FREE.

Members of LAL/AFP save $10 per session. Each session has been approved for 1.5 CFRE credits/9.0 credits total.

MORE INFO | REGISTER