Leave A Legacy
Leave A Legacy

Planned GivingDirections: Tab and type to complete this page. Print it. Click the [Submit] button to start the reservation process.

PLEASE COMPLETE A SEPARATE FORM FOR EACH PERSON ATTENDING. 

To register multiple people, click on the [BACK] button of your browser after you have clicked on [CLICK HERE TO BEGIN YOUR RESERVATION] for the first one. Then you only have to change the name and email of the next person.

If you make a reservation, you are responsible for the fee even if you do not attend. Cancellations must be received by the posted reservation deadline; if you do not cancel by that time, you will owe that amount and forfeit a refund for any payment.

Questions?  Email: liz@leavealegacyspm.org

Name

Title

Organization

Address

City/State/Zip

County

Email (required)

Phone

Sessions you are registering for:

Register for all five workshops and receive one FREE.

February 19: Wills and Revocable Living Trusts
February 26: Charitable Gift Annuities and Strategies
March 4: Gifts of Marketable Securities and Gifts of IRAs And Qualified Plans
March 11: Gifts of Insurance and Gifts of Real Estate
March 18: Donor Advised Funds and Gift Acceptance Policies

Are you a member of LAL or AFP?

Yes - Member of Leave a Legacy, Summit, Medina, Portage
Yes - Member of Leave a Legacy Stark County
Yes - Member of AFP
Yes - Member of LAL and AFP
No - Not a member of either

Costs:

$30 each session for members of LAL or AFP | $40 each session for non-members

Total you will pay for this reservation:

$

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By clicking below, you confirm that you understand that if you make a reservation, you are responsible for the fee even if you do not attend. Cancellations must be received by the posted reservation deadline to be eligible for a refund or non-payment.

 

 

 
Copyright © 2015 - 2019, Leave A Legacy Summit, Medina, Portage. All Rights Reserved.

PO Box 2255, Hudson, Ohio 44236 | 330.990.5027 | liz@leavealegacyspm.org


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