Two new charitable seminars are available for download, making it easy for financial representatives to present charitable giving to both individuals and organizations. Each presentation introduces eligible donors to useful information about how to use their assets to maximize benefits of charitable giving through LCF.
Seminar for Individuals - Introduces the many ways your clients can give to their favorite charities while maximizing the individual tax/financial benefits of giving.
Seminar for Organizations - For organizations interested in an endowment fund at the LCF.
Sample Seminar Invitation - For use when preparing a seminar for individual donors.
Donor Giving Video - Shares donor reasons for giving in hopese of inspiring others to give.
As you prepare to present these seminars to your clients, keep in mind the following:
- Check out the accompanying scripts to these seminars by going to "View" and select "Notes Page" in Powerpoint.
- When hosting a Lutheran Community Foundation seminar for individuals or organizations, you will want to order LCF brochures to share with seminar attendees. These materials can be ordered online at TheLCF.org/materials, or by calling 800-365-4172.
- As with any seminar event, you will increase your atendance by following up each invitation with a phone call.
- Some financial representatives have found it useful to incorporate charitable seminars into a larger seminar on estate planning. If you opt to do this, you will need to update the seminar invitation.
