Leave A Legacy
Leave A Legacy

Next Virtual Meeting | August 25, 2021 | 9:00 - 10:15 am
The Advantages of Using Publicly Traded Stocks for Charitable Gifts
and What You Should Know

This is a great session for both new and seasoned fundraising professionals. Learn the process of transferring gifts of stock to a nonprofit, the timing, how the value of the gift is calculated for tax deductions, and what should be included in the nonprofit’s gift acceptance policy.

Kurt Camden, MBAKurt Camden, MBA, joined Vantage Financial Group in 2013 as a Financial Advisor and Business Development Manager. As an Advisor, Kurt works with with individuals, families, and businesses to provide advice on retirement planning, college funding options, wealth accumulation, and distribution planning. In addition, he helps manage the firm’s business development ventures. Kurt is an Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC, a registered broker/dealer and a Registered Investment Advisor. He has the Series 6 Investment Company and Variable Contract Product Representative, 7 General Securities Representative, Series 63 Uniform Securities Agent Law, Series 24 General Securities Principal, Series 26 – Investment Company and Variable Contracts Products Principal and series 51 Municipal Fund Securities Limited Principal registrations.

Aaron Harrison, Esq.Aaron M. Harrison, Esq., Law Office of Harrison Law Ltd., has been practicing law in Medina for 15 years. His primary focus is advising small businesses and their owners on estate planning, business formation, succession planning, contract and real estate matters. In addition to his business and corporate practice, Aaron assists many individuals and families with estate administration, wills, trusts, real estate and related personal transactions. He is a Past President of the Medina City Schools Foundation Board of Directors and remains a member of its executive committee. He is also a member of the Akron Children’s Hospital Children’s Hope Ambassador Committee, on which he assists with the development of programming designed to inform estate planners and financial professionals of the important work being done at Akron Children’s Hospital. He is also a past President of the Medina County Bar Association, where he served as a member of the executive committee for five years and a past President of the Medina County Estate Planning Council.

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
Wednesdays, September 15 - October 13 | 8:30 - 10:00 am

Planned GivingLEAVE A LEGACY Summit Portage Medina is pleased to again offer a series of workshops on Planned Giving in 2022. 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. 

Each session has been approved for 1.5 CFRE credits/7.5 credits total.

Click here for more info and to register


Use our jobs board!

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

 

 
Copyright © 2015 - 2021, 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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