Wednesday, May 5
The Oaks at Eagle Creek - Willmar
1100 26th Avenue NE, Willmar, MN 56201
12 to 1:30 p.m.

If you are an attorney, financial advisor, or CPA serving clients in the Willmar area, please join us for this free luncheon seminar and introduction to the Catholic Community Foundation:

Charitable Planning for Your Clients
Discovering your clients’ passion for a charitable cause requires in-depth planning to cultivate a gift that reflects and sustains their values. This seminar will help you elicit and recognize philanthropic intent in your clients, and understand the planned giving resources available through the Catholic Community Foundation. Case studies will illustrate how individuals and families have made legacy gifts with guidance from their professional advisors and the Foundation.

In addition, learn about our the Catholic Community Foundation's work in the Diocese of New Ulm, and how we are supporting Catholic parishes and schools in the area. One hour of CLE credit has been requested for this seminar.

There is no charge to attend, but registration is required.