Planning to Give, for the Average Joe

Join us to find out: What Wills can and can’t do. How to use joint tenancy, life estates, pay on death and other simple arrangements to avoid probate. Why living trusts are often over sold. How to use powers of attorney to avoid guardianships. What the difference is between, and how to set up or fund a Scholarship or Endowment.

Wednesday, June 4th 6:00 to 7:30 p.m. St. Raphael Room
Powers of Attorney, RMD’s and Tax Wise charitable gifting, Scholarships/Endowments 
 
Presenters
John Jeffrey is a Sacred Heart parishioner and retired attorney. He spent 18 years in private practice and his last 22 years as Corporate Counsel for Alerus Financial, a regional investment, trust and banking operation. 

Melissa Woinarowicz, Executive Director Sacred Heart Foundation, came to Sacred Heart in the Fall of 2024. She has two decades of experience in Parish Ministry as well as three years of experience working in Leadership Development. Melissa Received her MBA in 2007 and is currently pursuing a certificate in Catholic Philanthropy from the University of Mary.

Registration
Each evening will include supper, time for Q &A, and time for reflection on our calling to generosity. There is a $30 registration fee, payable to The Sacred Heart Foundation, and seating is limited to the first 20 registrants. 

To Register, please contact Melissa at the Sacred Heart Foundation 701-306-2833, or email [email protected]