LEAVE A LEGACY Summit Portage Medina is pleased to again offer a series of workshops on Planned Giving in 2021.
The series will be presented at the basic level. Building upon the information presented in previous classes, each type of planned gift will be reviewed in detail, and then new information about additional techniques will be added. The instructors will walk you through how each new technique works and how it fits into the donor’s estate plan. Marketing techniques will also be discussed.
This is a great opportunity for staff members who are new to planned giving to learn from the experts, or for seasoned staff who just want a refresher course.
Members of LAL/AFP save $10 per session. Each session has been approved for 1.5 CFRE credits/7.5 credits total.
Breakfast from Panera's will be provided at each session.
The first instructor will walk attendees through how wills are drafted; discuss the rules of descent and distribution, codicils, pour-over wills; and explain how to leave a bequest in your will.
The second instructor will explain how and why to set up a revocable living trust and explain the parts of a trust: the granter, the trustee, and the beneficiaries. He will also discuss the duties of a trust advisor; the legal requirements of a revocable living trust; the rights of a beneficiary; and the fiduciary duty of the trustee. Finally, he will explain how to leave a gift to a charity in your trust.