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Legacy Giving at Lunch Spring Series: Part 2
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5/14/2019
When: May 14, 2019
12:00 pm – 1:00 pm CST
Where: Online Webinar
United States


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Gifts You May Have Never Considered: Accepting Crops, Cows, Cabins and More!

(Part 2 in the 2-Part Legacy Giving At Lunch Discussion Spring Series)

May 14, 2019 at Noon-1pm

Leave a Legacy MN is pleased to announce our line-up for the Legacy Giving at Lunch web-based learning series. Each Legacy Giving at Lunch is a free, one-hour learning opportunity you can plug into from your desk. Join us for the full series or just the sessions that fit with your schedule and download the recordings online.

In 2017, $1.85 trillion in assets changed hands through mergers and acquisitions. Private business owners (18.3 million Americans) represent a large portion of that transition, 79% of whom identify as philanthropic.  Donations of noncash assets such as real estate, tangible property and privately held stock have become assets donors commonly explore donating to charity.  This session will explore how to help business owners convert their illiquid interests into philanthropic capital.

Case studies will include:

  • A $4 million gift of a single-member LLC interest holding commercial real estate in Wisconsin
  • A $800 thousand gift of an LLC interest holding commercial real estate in Minnesota
  • Gifts of farm machinery, artwork, grain and more

Learning Objectives:

  • Why business owners give charitably, what motivates them, and how that might alter the fundraising approach
  • The most important things to think about with donors considering giving a business interest or other non-cash asset
  • Which vehicles and strategies work the best for gifts noncash assets

Presenter

Eric Joranson

Eric Joranson, Senior Director of Development, Complex Assets, National Philanthropic Trust

Eric Joranson is the Senior Director of Development, Complex Assets for
National Philanthropic Trust. Eric joined NPT in 2016. He is a former practicing attorney with 13 years of combined experience in advanced charitable planning and law practice. Eric has extensive technical experience helping donors contribute complex and illiquid assets, such as privately held stock, real estate, private equity and hedge fund interests. Eric obtained his juris doctor in 2006, graduating cum laude from Hamline University School of Law in St. Paul, Minnesota.



Legacy Giving at Lunch Discussion Series

A Series on Legacy Giving for Nonprofit Superstars Who Do It All
Presented by Leave a Legacy, MN – a program of the Minnesota Planned Giving Council

If you are a busy Executive Director or Development Director, the idea of adding one more thing to your plate can feel overwhelming. Yet, you feel the urgency to position your organization so that donors may remember you in their estate plans.

We are here to help you get started on a planned giving effort. Join us from the comfort of your office for Legacy Giving at Lunch on April 30 and May 14.  Hear from our featured guest experts, ask questions, and exchange ideas with your colleagues across the state.

This is a FREE offering supported in part by our friends at the Initiative Foundation, Northwest Minnesota Foundation, West Central InitiativeSouthern Minnesota Initiative Foundation, and Southwest Initiative Foundation.

Premier Annual Sponsor

MIF

Benefiting Sponsor

Crescendo

Supporting Sponsors

Charitable Services

Charitable Services

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