Leave A Legacy
Leave A Legacy

Virtual April 28 Meeting | 9:00 - 10:15 am
Proactive Legacy Planning Using Life Insurance

Randall KellerRandall Keller has been a financial advisor for 13 years. He graduated from Kent State University in 2008 and grew up in the Cuyahoga Falls area near Blossom. Randall has always been an entrepreneur and owns several other businesses and real estate in addition to his financial practice.  He helps clients create a higher degree of financial security and confidence. "Not saving enough for retirement isn't good, but saving enough and then not enjoying it is just as bad." Randall helps clients enjoy their retirement and maximize their legacy plan so that they can confidently spend their money knowing they will never run out.

Meetings are free to members and guests, although registration is required so that we can plan accordingly.

Submitted for 1.25 CFRE credits.

click here to register


Planned Giving Series 2021
Check back in the summer for the Fall 2021 dates

 

Planned GivingLEAVE A LEGACY Summit Portage Medina is pleased to again offer a series of workshops on Planned Giving in 2020. 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. 

Check this website often for updates.

Each session will be approved for 1.5 CFRE credits/7.5 credits total.


We now have a jobs board!

planned giving jobs boardAre you looking for a job in the planned giving sector? Check out our new jobs board!

Are you looking for staff who specialize in planned giving, estate planning, nonprofit management, etc.? Check out our new jobs board!

Members may post job openings at no cost. Cost for non-members is $50 per posting. To post a job announcement, complete the Jobs Form. Job postings must be related to planned giving and/or nonprofit management (executive director, program director, CFO, etc.).

Questions? Email jobs@leavealegacyspm.org.


Those who live in the greater Akron area – Summit, Portage and Medina counties – are generous and caring people.

Many volunteer regularly and give financially to the charitable or nonprofit organizations of their choice. But when they’re gone, their support is greatly missed.

By leaving a legacy of any size through a gift in your will, or a gift from your estate, you can continue to help organizations that are making an important difference in the quality of life in Summit, Portage and Medina counties.

WHAT IS LEAVE A LEGACY?

LEAVE A LEGACY® Summit, Portage, Medina (LAL-SPM) is an unprecedented regional collaborative effort to encourage people from all walks of life to make a planned gift to their favorite charitable or nonprofit organizations.

JOIN US

FOR NONPROFITS: If you are like every other nonprofit organization in the country, you want to grow your programs, but you find that shortfalls in resources are keeping you from expanding. LEAVE A LEGACY® Summit Portage Medina (LAL-SPM) provides resources and networking opportunities so that you can implement a planned giving program to fund your organization well into the future.

FOR PROFESSIONAL ADVISORS: Because of the special skills and services of professional financial advisors, development officers often need an advisor's help to implement their donors' plans. Cultivating that relationship between advisors and development officers is beneficial to both. In addition, donors in our community often visit our website to find experts who can help them leave their own legacy.

 

WHY LEAVE A LEGACY?

FOR OUR GENEROUS COMMUNITY: Many of our area's charitable or nonprofit organizations will struggle to survive in the coming years without an increase in planned giving. That's why many people who give generously to their favorite charitable organizations while they are alive are concerned that their contributions will be missed when they're gone. And rightly so. Information from our probate courts shows that only a small percentage of local wills leave any money to charity. People can continue to make a difference with a little planning.

WHERE DO I BEGIN?

Talk to your professional financial advisors and begin collecting information so you can determine the best approach for leaving your legacy. Making a bequest, or other testamentary gift, is actually quite simple. It can be as easy as including a bequest in your will, or changing the name of the beneficiary of a life insurance policy or an IRA. It is important that you consult a legal or tax advisor when making decisions to leave a charitable gift through a will or from your estate.

 

UPCOMING EVENTS

Member Meetings

LAL-SPM meets quarterly. Each meeting has a brief business meeting and then a guest speaker on a topic related to planned giving.

Meetings are free to members and guests, although registration is required so that we can plan accordingly. Click here to register for the next meeting.

  • April 28 | 9:00 - 10:15 am
    Virtual LAL SPM Quarterly Meeting

    Link will be sent when you register

 

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


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