Across South Dakota, there are people quietly shaping the future, helping others dream bigger, give more, and leave a mark that lasts for generations. Among them are the members of the South Dakota Community Foundation’s (SDCF) Key Club: professional advisors who not only guide their clients through important financial decisions but also open the door to lasting philanthropy. These trusted partners work hand-in-hand with SDCF to transform personal passions into legacies that strengthen communities statewide.
SDCF Director of Development, Jeff Veltkamp, sat down with President & CEO, Stephanie Judson, and attorney and Key Club member, Trudy Morgan. Together, they discussed the importance of planned giving vehicles and how they can be used to create lasting impact.
In this episode, you will hear:
How Stephanie and Trudy have helped shape philanthropy in South Dakota
How Trudy guides clients to find the right planned giving path for them
Stories of impact that fuel Stephanie and Trudy’s mission to create a lasting impact
“The conversation often starts with understanding what matters most to them, learning what causes they’ve supported, and experiences that have shaped their lives. From there, we can explore how their estate plan can carry that forward.” - Trudy Morgan
Follow us for more stories of philanthropy in South Dakota!
Facebook: www.facebook.com/SDCommunityFoundation
Instagram: www.instagram.com/southdakotacf
Website: www.sdcommunityfoundation.org
