Leave A Legacy
Leave A Legacy

Steve Cox, Esq., will present "Update: What's Happening Now in Charitable and Estate Planning Legislation?" at the January meeting

January 16, 2020, 9:00 - 10:15 am | Patient Tower at Summa Health System* | Click here to register

Steve CoxSteve Cox is a shareholder at Roetzel & Andress. He focuses his practice on estate planning, family business succession planning, probate matters, estate and trust administration, charitable planning/nonprofit institutions, and business and tax matters. He represents individuals and business clients in a wide range of tax, estate, and succession planning matters. Click here for more details.

* The Patient Tower at Summa Health System is on Ann Brennan Way off of Forge Street in Akron. There will be free valet parking.

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


Planned Giving Series 2020

Wednesdays | February 19 - March 18 | 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 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. 

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

more info & registration


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.

  • January 16 | 9:00 - 10:15 am
    LAL SPM Quarterly Meeting

    Patient Tower at Summa Health System
    Ann Brennan Way off Forge Street, Akron
    Free valet parking

    Update: What's Happening Now in Charitable and Estate Planning Legislation
    Presented by Steve Cox, Esq.
    Shareholder at Roetzel & Andress
  • February 19, 26 & March 4, 11, 18 | 8:30 - 10:00 am
    Planned Giving Basics 2020
    Huntington Bank Building
    3421 Ridgewood Road, Fairlawn

    more info & registration
  • March 19 | 9:00 - 10:15 am
    LAL SPM Quarterly Meeting

    Cohen and Company
    3500 Embassy Pkwy, Akron
  • May 21 | 9:00 - 10:15 am
    LAL SPM Quarterly Meeting

    Stan Hywet Hall & Gardens
    714 N Portage Path, Akron


 

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


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