Join your local Foundations as we kick off the 2024 Annual Conference! We excited to provide educational content to help your church build its annual budget and plan for the future through planned giving. More details can be found here.

Leaving a Legacy: Planned Giving that Makes an Impact

Date:             Wednesday, June 5, 2024
Time:            2:00-5:30 pm:  Seminar

Location:     Younes Conference Center
                          707 Talmadge St. 
                          Kearney, NE 68845

Dinner will be provided from 5:30 to 6:30 p.m. The cost to register is $20 per person. RSVP here.

Sessions include:

Christi Ball and Kara Brostrom are from the Estate and Business Law firm of Ball, Loudon, Ebert, & Brostrom, LLC located in Grand Island, Lincoln, and Omaha. Christi and Kara will give you a summary of proper estate planning which includes charitable giving among probate, intestate succession, wills and trusts, powers of attorney, and taxes.

Brandon Sak comes to us from Hallett Philanthropy located in Omaha. Fundraising doesn't come easily to most people – clergy included. Despite regular conversations about fundraising in our religious world, it still feels uncomfortable. Dive into the psychology of philanthropy and why it is more natural than you may think. A focus on obligation vs. impact and the critical role clergy leaders play in the process.

While the mission of any church is centered on a higher authority, the mortal world requires us to acknowledge the reality of, no money, no mission. Understanding the trend of today's philanthropy is required to ensure a strong mission.

To do this we must examine current giving trends and data regarding philanthropy including the reduction in households making charitable gifts, particularly in religion, the importance of having an aspirational vision beyond obligations to meet donors’ expectations, and the power philanthropy has on the health and mentality of those who choose to be charitable.

About the Speakers

Ms. Christina L. Ball works with clients to provide advice and assistance with a goal of minimizing death taxes, providing for wealth transmission by methods appropriate to the circumstances, planning for future health care needs, and creating provisions for minor or special needs children. She also assists clients with complex trust matters and plans for charitable giving.

Kara’s practice includes estate and tax planning, trust and estate administration, real estate law, entity formation, and business and succession planning.

Brandon serves as principal consultant at Hallett Philanthropy, proudly serving the people and missions of non-profit organizations. He brings more than a decade of hands-on experience in fundraising, leadership and team building. He is driven by helping clients meet goals, forge relationships, and fuel the good work of non-profits and their missions.