I am so excited to introduce someone very special to southwest Minnesota. Last week, Southwest Initiative Foundation welcomed Bob Golberg as our new Legacy Gift Planner. Bob comes to us as a successful Director of Planned Giving where he started the programs first at Mankato State University (1982-1992) and then at The Wilder Foundation (1992-2007). In retirement Bob has also worked with Carver County Community Foundation’s Planned Giving program. As a fellow Mankato State grad, I’m especially happy to have Bob join us. But that aside, I know he’s going to help create opportunities for people who care about southwest Minnesota and want to leave a legacy—of many different sizes and through a variety of creative methods—that will truly mean something to them and our communities and region forever.
This new position—and especially Bob’s professional experience—has created a valuable new resource for southwest Minnesota and those who want to leave a gift through their estate plan using a will, life insurance, charitable trust, gift annuity or life estate. If you’ve ever had ideas about what you might want to do for your community or wondered how you or your family might be remembered, Bob has the knowledge and background to listen and help come up with some great options to consider. Anyone can leave a legacy with some thoughtful and creative planning. We are now better prepared to help serve the many generous people throughout our regional home and beyond who want to give back to southwest Minnesota.
Bob is from Albert Lea and his wife, Elaine, is from Jackson. Bob has wonderful stories to share of how he has helped many individuals leave their charitable legacy through planned giving. I hope you’ll get an opportunity to meet Bob in person sometime in the near future. If you’d like to set up a visit, call our office at 800-594-9480.
Thanks for helping welcome Bob to our SWIF family!
