Free Webinar: Legacy Giving and Estate Planning
Includes a Live Web Event on 08/05/2025 at 7:00 PM (CDT)
CE Hours: 1.0
Description: Are you a practice owner preparing for transition, selling your practice, or planning for retirement? Or perhaps you’re still in the midst of your career, but want to ensure your personal and charitable wishes are clearly documented.
Join us for a one-hour complimentary webinar in celebration of Make a Will Month! This session will cover the essentials of estate planning and how charitable giving can play a pivotal role in your legacy. With new tax laws potentially on the horizon, now is the perfect time to explore tax-saving strategies that benefit you and the causes you care about.
Don’t miss the opportunity to ensure your estate and charitable plans are in order and to make a lasting impact. This can be your first step towards leaving a legacy that endures for generations to come.
Learning Objectives:
- Gain a clear overview of basic estate planning principles with relevance to endodontists and dental practice owners, including wills, trusts, and powers of attorney.
- Explore the essential documents and strategic considerations that ensure both personal and practice-related assets are protected and aligned with professional goals.
- Discover the most effective and popular tools — such as bequests, donor-advised funds, and charitable trusts — that dental professionals can use to leave a lasting legacy through philanthropic contributions to causes like oral health, education, or professional foundations.
This webinar is free for AAE members
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Lynn M. Gaumer, J.D., CAP®
Lynn M. Gaumer, J.D., CAP® is the senior gift planning consultant for The Stelter Company and a board member of both the Mid-Iowa Planned Giving Council and the National Association of Charitable Gift Planners, where she previously chaired the Leadership Institute. She is also a member of NACGP’s 2025 Development and Government Relations Committees.
With over 25 years of experience in estate and charitable planning, Lynn has spent more than 13 years at Stelter, advising clients on technical planned giving matters and ensuring the accuracy of nonprofit marketing communications. She regularly presents technical webinars for Stelter, speaks at conferences nationwide on a variety of planned giving topics, and authors Stelter’s Expert Insights, a publication covering trends and research in planned giving. Her expertise has also been featured in Planned Giving Today, where she has published two articles.
Before joining Stelter, Lynn spent a decade as an associate attorney specializing in estate and charitable planning.
She earned her B.A. in economics and communication studies from the University of Iowa and her J.D. from the University of South Dakota School of Law.
Lynn has three grown children and resides in Ankeny, Iowa, with her husband, Craig, and their “mystery mutt,” Cosmo.
In accordance with this policy, I declare that I have NO past or present proprietary or relevant, financial relationship or receive gifts in kind (including soft intangible remuneration), consulting position or affiliation, or other personal interest of any nature or kind in any product, service, course and/or company, or in any firm beneficially associated therewith.