Leave A Legacy
Leave A Legacy

March Meeting Postponed
We will notify you when we have determined the new date

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Phil TobinPhil Tobin, Chairman/President of Independent Charitable Gift Fund, will be our guest speaker for the rescheduled partner meeting. Phil is one of the true pioneers in the development of donor advised funds. His 33 years of experience with donor advised funds is arguably the longest in the industry. His work in donor advised funds began in 1986 as CFO of The Cleveland Foundation, America’s first community foundation. When he left in 1992, he co-founded the American Endowment Foundation (AEF), which is now the country’s 16th-largest charity. In 2017, Phil left AEF and founded iGiftFund to return donors a more personalized experience in an industry now dominated by the charitable entities of large commercial financial institutions.

Phil has a unique approach to explaining philanthropy and his love of donor advised funds in family philanthropy. As a result, prospective donors come away from their conversations with creative solutions, new ideas and, often, a feeling of, “Wow … I didn’t think that was possible.” Donors and their advisors describe him as “passionate,” “inspiring,” “helpful,” and—perhaps our favorite—“unstuffy.” Phil is a graduate of the Wharton School of Pennsylvania and served as a financial executive at Sperry Rand, General Tire and Oglebay Norton.

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Planned Giving Series 2020

The final class - Donor Advised Funds and Gift Acceptance Policies - has been postponed. We will notify you when we have determined the new date

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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


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.

  • 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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