Creating Legacies with Estate Planning

Sign Up for a No-Cost Legacy or Planned Giving Seminar

The Foundation offers planned giving seminars at no cost to Catholic organizations in Southern Minnesota. If you've been asking "How can I strengthen the future of our parish?" or "How can I help our families prepare for end of life spiritually, legally and financially?" our legacy planning seminars are just what you need.

We collaborate with local leadership to either:

1. Prepare and present our standard estate planning seminar. 1.5 to 2 hours in length. Focused on estate planning. If you choose this option, all you need to provide is the space. We'll bring the speaker and materials.
2. Partner with you to create a custom agenda that can include extra topics like end-of-life spirituality and sacraments, cemetery planning or advance healthcare directives. If you choose this option, we'll ask for your help in finding local speakers to speak to whatever legacy topics are important to you. We'll still provide our speak and estate planning materials.

Whichever option you choose, we will prepare a marketing toolkit for you with graphics and words you can use in your bulletin, for posters, on your website and on social media. We'll even send you reminders to publish the marketing materials.

Complete the form here or give us a call to get signed up.

Estate Planning Resources

The resource materials below are applicable to adults of all ages, with estates of all sizes. Whether you’re single, married, with or without children. Feel free to download any or all of the resource. Please contact us if you have specific questions or if there is something we should add to our list or resources.