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Chris Andersen is president of the Lutheran Community Foundation and has served at the Foundation since its inception in 1995. Previously, he worked with First Banks and Marquette Banks, managing community and nonprofit lending programs and supervising corporate and private foundations.

Dave Bromelkamp is one of the founding principals of Allodium Investment Consultants, where he serves as president and CEO. Dave is also chief investment officer for the firm. Dave has more than 18 years of investment consulting experience with both institutional and individual investors. He currently serves as a director on the boards of the Minnesota Society of Certified Public Accountants and Catholic Charities of St. Paul & Minneapolis. He is a frequent speaker on the “best practices” of fiduciary investment management. He also is an adjunct instructor in finance at the University of St Thomas in their Graduate School of Business.

Arthur C. Brooks is Louis A. Bantle Professor of Business and Government Policy at Syracuse University’s Maxwell School of Citizenship and Public Affairs and Whitman School of Management. He is also a visiting scholar at the American Enterprise Institute. Brooks earned his PhD in public policy analysis from the Rand Graduate School in 1998, and also holds an MA and BA in economics. On January 1, he begins his tenure as president of the American Enterprise Institute.

Mr. Brooks has published approximately 100 articles and books on the connections between culture, politics, and economic life in America. He is a contributing editor to Reader’s Digest and a frequent contributor to the Wall Street Journal. His new book is Gross National Happiness. In 2006, he published Who Really Cares, on American charitable giving, which the Wall Street Journal called a “lucidly written, carefully distilled and persuasively cogent work, a tidy time-bomb of a book.” In 2008, he also published the textbook Social Entrepreneurship.

President of Cygnus Applied Research, Inc., Penelope Burk has more than thirty years of experience in not-for-profit management, fundraising, and research. A native of Montreal, Canada, she began her professional career in marketing and fundraising in the arts, quickly rising to the ranks of senior management and broadening the scope of her accomplishments to include social service and sport and recreation organizations. She became known as a “turnaround specialist” advocating innovative solutions to improve revenue and institutional performance.

Her in-depth and varied career established her as a senior professional advocating innovative approaches to fundraising and marketing while her companies became known for their originality and the uncompromising quality of their work. Penelope is the author of two books and more than fifty seminars, training programs, articles, and dramatic plays, all written specifically for not-for-profit organizations.

Nationally recognized for his innovative leadership in planned giving, Sam Caldwell has 16 years of front-line fundraising and charitable gift planning experience, including as director of planned giving at The Lawrenceville School near Princeton, NJ, and The Children’s Hospital of Philadelphia. A graduate of Amherst College (B.A.) and Earlham School of Religion (M.Div.), Sam is founder and president of The Planned Giving Company, a full-service provider of planned giving marketing and consulting services to nonprofit organizations nationwide, and co-founder of Virtual Giving, Inc., a provider of planned giving Web sites. He speaks widely on planned giving topics.

Susan Dunlop is the director of development for the American Academy of Neurology Foundation, a national program. She was the director of gift planning at the University of St. Thomas, where she actively maintained 150 prospects, teamed with 12 gift officers, and managed the gift planning program. At the Minnesota Medical Foundation, she was the director of development for the Medical School’s Department of Ophthalmology, associate director of gift planning, and senior philanthropic advisor. She secured more than $65 million for eleven endowed chairs and professorships, 139 endowed funds, and the Lions Research Building. She presented planned giving seminars. Her career began at the Minnesota Methodist development effort for ministers’ pension support.

Susan’s public service includes Peace Corps - India, Minnesota Planned Giving Council chair, League of Women Voters in E. Hartford, CT, LEAVE A LEGACY® Minnesota Nonprofit Committee co-chair, Minnesota Women’s Consortium board, and development committee chair.

Marilou Eldred is president of the Catholic Community Foundation in the Archdioces of St. Paul and Minneapolis. Her career in the nonprofit sector includes seven years as president of Saint Mary’s College in Notre Dame, Indiana and 18 years with the College of St. Catherine in St. Paul.

Sally Forbes Friedman is the director of the Jewish Community Foundation at the Minneapolis Jewish Federation. Ms. Friedman, an attorney, is admitted to practice law in Minnesota and California and has worked extensively in the areas of probate and estate planning.

Julie is a principal at the law firm of Gray Plant Mooty and a member of the Trust, Estate & Charitable Planning Practice Group. She routinely drafts a variety of estate planning documents for clients, including the preparation of charitable gift planning instruments. Julie also practices in the area of probate and trust administration.

Julie speaks locally on a regular basis on general estate planning and charitable gift planning techniques. She has presented mulitple times at both the Annual Probate & Trust Law Section Conference and the Annual Charitable Planning Institute (both held in Minneapolis and St. Paul) between 2002 and 2007.

Kathleen Hansen has served Luther Seminary for more than 15 years, providing leadership in virtually every area of fundraising: annual fund, major gifts, planned giving, campaign planning and execution, corporate and foundation giving, fundraising administration, and board development. During those years, Luther Seminary engaged constituents, motivated volunteer leadership, and built a professional team in order to raise more than $225 million in current and deferred gifts.

In 2007, her peers selected Hansen as recipient of the Virgil Anderson Award, presented by the Association of Lutheran Development Executives (ALDE) to the outstanding fundraiser in the 1,000-member organization. She serves on ALDE’s national board after having held several other posts within the organization. She also sits on the steering committee of DIAP (Development and Institutional Advancement Program) in the Association of Theological Schools (ATS). She is a frequent speaker with both of those organizations.

Prior to serving at Luther Seminary, Hansen served as vice president for institutional advancement at Midland Lutheran College in Fremont, Nebraska. She earned her bachelor’s degree from St. Olaf College in Northfield, Minnesota and is a Certified Fundraising Executive (CFRE). Hansen is also an elder in the Presbyterian Church (USA).

Robert Harding is a principal at Gray Plant Mooty and practices exclusively in the area of charitable gift planning. He represents colleges, universities, churches, health care organizations, social service agencies, arts organizations, and other nonprofit entities in developing and implementing gift plans for their donors. Robert speaks regularly at regional, national, and international conferences on planned giving, and he publishs an e-mail newsletter on charitable giving called What Gives?.

Gary G. Hargroves served as director of planned giving of the University of Minnesota Medical Foundation from 1986 to 2005 and senior philanthropic advisor until he retired in 2007. In those roles, he assisted hundreds of donors and numerous advisors and colleagues in accomplishing their personal, financial, estate, and charitable goals. In addition, he has served as president and in other leadership positions for the Minnesota Planned Giving Council, is a member of the National Committee on Planned Giving, and has served as a consultant for and on the boards and committees of a number of Minnesota charities. Currently, Gary is working in planned giving for Courage Center and Hennepin Avenue United Methodist Church and part-time consulting. Prior to joining the staff of the Minnesota Medical Foundation, he had twenty years of experience in working in admissions, administration, and development at Morningside College, Athens College, Hamline University, and the Minnesota United Methodist Church.

Daniel P. Harris is vice president and charitable consultant for Wells Fargo Wealth Management Group in the Southwest United States. He is an experienced charitable resource who offers customized planning solutions for nonprofit organizations and philanthropic individuals. Harris assists individuals and families in planning their philanthropic objectives through private foundations, charitable trusts, and other planning strategies. He also assists nonprofit organizations in developing successful planned giving programs including gift annuity programs.

Harris has more than 17 years of experience in the financial services industry. Prior to joining Wells Fargo in 2006, he was director of gift planning for Community First Foundation in the Denver area, a position he held for five years. Harris has worked in the international capital markets, including positions in the United States, Japan, and Germany. Harris holds a BA from McGill University in Montreal and an MBA in finance from The University of Texas at Austin.

Johni Hays is the senior planned giving consultant for The Stelter Company and is the author of the book Essentials of Annuities and co-author of the book The Tools and Techniques of Charitable Planning. Johni serves as a charitable planning author of Steve Leimberg’s electronic newsletter service, LISI, found at www.leimbergservices.com. Johni has been quoted in the Wall Street Journal and has published charitable planning articles in Estate Planning Magazine, Life Insurance Selling, Fundraising Success, and the National Underwriter.

Johni lectures on estate and charitable planning, life insurance, retirement planning, and IRAs. She has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993. Johni graduated cum laude with a juris doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a bachelor of science degree in business administration from Drake University, and graduated magna cum laude in 1988.

Rob has been in the development field for twelve years working in education, healthcare, and public broadcasting. Rob’s experience spans from the local, one-person shop to the statewide entity with multiple staff. From golf outings and motorcycle rides to capital campaigns and planned gifts, there isn’t much he hasn’t seen. Rob has been with the Iowa Public Television Foundation since 2002 and oversees all major and planned gift activities.

Rob has been active in the Mid-Iowa Planned Giving Council and the Central Iowa Association of Fundraising Professionals. He has served on both boards, including as president of MIPGC. Rob served on the NCPG Program Committee for the 2008 NCPG Planned Giving Conference. For the past three years, Rob has chaired LEAVE A LEGACY® Iowa.

Rob holds a degree in public relations and communications from the University of Northern Iowa. He received his Certified Fund Raising Executive (CFRE) accreditation in 2002.

Tanya Howe Johnson is president and chief executive officer of the National Committee on Planned Giving (NCPG), a national professional association whose individual members and 128 councils (chapters) include more than 10,000 fundraisers, attorneys, and financial advisors involved in the process of helping donors plan and make major charitable gifts.

During Tanya’s 16 years as CEO, NCPG has developed the award-winning publication, The Journal of Gift Planning; launched LEAVE A LEGACY®, a national award-winning donor education campaign; created standards for the valuation and campaign counting of charitable gifts; issued guidelines for evaluating the use of insurance in charitable giving; promoted ethical guidelines for planned gift fundraising; and advocated widely for legislation and regulation that encourage responsible philanthropy.

In addition to other honors, The NonProfit Times named Tanya to both its 2007 and 2008 national “NonProfit Power and Influence Top 50”. She has received the Distinguished Alumni Award from her alma mater, Columbia College (Missouri), and was selected as the 2004 national honor initiate for Sigma Kappa Sorority. Throughout her career, she has served as a distinguished ambassador to the national and international philanthropic community, founding the International Gift Planning Alliance. She has met with President George W. Bush and numerous members of Congress to discuss important laws pertaining to charitable giving, and led NCPG’s successful advocacy effort to secure passage of charitable IRA rollover legislation. She served on the national advisory committee for the U.S. Postal Service issuance of the Giving and Sharing postage stamp.

Tanya has been a frequent speaker for the American Society of Association Executives, as well as a speaker and trainer on both association management and philanthropic topics for a wide variety of groups. As a management consultant, she has worked with more than 100 association and nonprofit organization boards on leadership training and strategic planning. She holds the Certified Association Executive (CAE) designation, a certification held by less than five percent of association management professionals. She currently sits on ASAE’s Key Philanthropic Organizations Committee and has served in several other ASAE leadership roles. She is a recipient of the Association Executive of the Year award from the Indiana Society of Association Executives (ISAE).

Tanya actively supports philanthropy in her local community, currently serving on the board of directors of the Indianapolis Affiliate of Komen for the Cure (formerly the Susan G. Komen Foundation), as the chair of the Noblesville First United Methodist Church Foundation board of directors, and on the facilities committee for the Hamilton County Theater Guild. Tanya’s past service includes positions as chair of the annual fundraising symposium for Indiana University’s Center on Philanthropy and as chair of the Judging Committee for the Indiana Philanthropy Awards.

Steve Lear is a 27-year veteran of the financial service industry. He spends a great deal of time encouraging his clients to add a charitable component to their overall financial plan and helping to devise and implement these plans. He currently has approximately 70 families that have integrated charitable planning into their estate plan.

Holly McDonough has been with the Gift Planning Department at the Minnesota Medical Foundation since April 2006. In addition to working with her own portfolio of gift planning donors and prospects, she serves as a resource to the foundation’s development staff in qualifying, cultivating, and negotiating gifts with major prospects. Prior to the Minnesota Medical Foundation, she served as director of gift planning at Saint Mary’s University of Minnesota in Winona. She earned her bachelor’s degree from the University of Minnesota and her master of arts degree in philanthropy and development from Saint Mary’s, a program in which she is an adjunct professor. She brings a variety of grassroots fund development experience from past positions as director of planning and development at Semcac Community Action and as executive director of the Cornucopia Art Center, both located in southeastern Minnesota.

Sheryl is a principal focusing her practice for more than twenty years on estate and wealth planning, transfer tax strategies, business succession, estate and trust administration, and creation and administration of charitable gifts and organizations. She helps clients manage, protect, and preserve their wealth through strategies that minimize taxes and promote ongoing family management of assets, including wills, trusts, and business organizations. Sheryl works with business owners in their unique planning issues, and she also focuses her practice on philanthropy planning for donors and charitable organizations.

Deborah Mueller has served as a development professional for more than 25 years with the Minnesota Medical Foundation at the University of Minnesota. She is currently the director of relationship management, previously serving as the director of prospect research with a team of five staff members. She has presented numerous times for APRA, APRA-Minnesota, and CASE. Debbie recently completed her second term on the APRA-Minnesota chapter board of directors as president and member of the executive committee. She is currently serving her first term on the APRA international board of directors as a member of the education and professional development team, the conference curriculum committee, and the conference executive committee. She holds a bachelor of science degree in nonprofit development and leadership with extended studies in organizational communication from the University of Minnesota.

Richard Olson the director of planned giving for Allina Hospitals & Clinics. He has worked in planned giving since 2001. Richard has a law degree from William Mitchell College of Law, an MBA from the University of St. Thomas, and a BA from Gustavus Adolphus College.

Jean Vukas Roberts is vice president of development for Minnesota Community Foundation and The Saint Paul Foundation. A 20+ year veteran with Foundations, Jean is charged with leading the development efforts on behalf of both Foundations. She specializes in planned and major giving, working with donors and their professional advisors to complete complicated charitable gifting strategies as part of their overall financial and estate plans.

Jean is a past board member of the National Committee on Planned Giving, the Association of Fundraising Professionals, Minnesota Chapter, and was the 2003 chair of the Minnesota Planned Giving Council. She is a frequent speaker on a variety of charitable giving topics. Jean is married with two young sons and is an active volunteer in her community. She holds an MBA from the University of St. Thomas and a bachelor of arts degree from Hamline University.

Paul G. Schervish is Professor of Sociology and director of the Center on Wealth and Philanthropy at Boston College, and National Research Fellow at the Indiana University Center on Philanthropy. He is senior advisor to the John Templeton Foundation and to the Wealth & Giving Forum. He has served as Distinguished Visiting Professor of Philanthropy at the Indiana University Center on Philanthropy and as Fulbright Professor of Philanthropy at University College, Cork, Ireland, and has been named five times to the NonProfit Times “Power and Influence Top 50.”

Schervish serves as a consultant to financial and development professionals and to wealth holders on the patterns and motivations of charitable giving, on the moral biography of financial life, and discernment as a spiritual process of conscientious decision-making around wealth and philanthropy. Along with John J. Havens, senior associate director of the Center, he authored the report projecting a $41 trillion wealth transfer over the first five decades of the this century: Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and the Prospects for a Golden Age of Philanthropy. With Havens, he is currently directing the Survey on Wealth, Values, and Philanthropy funded by the Bill and Melinda Gates Foundation.

Prior to joining Minnesota Community Foundation and The Saint Paul Foundation, Jaclyn Schroeder served as vice president of development for Family Service, Inc. and as development officer for the organization after its merger with Children’s Home Society of Minnesota. Previously, she was director of development for Family & Children’s Service, Inc. in Evansville, Indiana. She is a member of the National Committee on Planned Giving, the Minnesota Planned Giving Council, and is a board member of the Minneapolis and St. Paul Estate Planning Council. Jaclyn holds her master’s degree from Purdue University, a Certificate in Fund Raising Management (CFRM) from Indiana University’s Center on Philanthropy, and the Chartered Advisor in Philanthropy Designation (CAPD) from the American College.

Ann Sponberg Peterson serves Luther College in Decorah, Iowa, as director of development for principal gifts and as co-director of The Sesquicentennial Fund. A graduate of Gustavus Adolphus College and the University of Colorado, Peterson joined the Luther development team in 2005 after years of living in the Boston area, where she served as vice president for advancement of Lutheran Social Services of New England, vice president for development at Regis College, and senior director of development at Suffolk University. Prior to moving east, she was director of annual giving at Gustavus. Peterson is active in ALDE, the Association of Lutheran Development Executives, and currently serves as board chair for the ELCA Foundation (Evangelical Lutheran Church in America). The foundation serves as the planned giving unit for churchwide ministries managing $340 million-plus in endowed funds and servicing more than $100 million in charitable gift annuities.

Joe joined the University of Minnesota Foundation in 2005 following more than five years as a tax, trusts, and estates attorney at Dorsey & Whitney LLP in Minneapolis. As a lawyer, Joe was named a “Rising Star” by Minnesota Law & Politics in each of his last three years of private practice. He is a cum laude graduate of the University of Minnesota Law School, where he was a managing editor for Law and Inequality: A Journal of Theory and Practice and won first prize in the school’s 1999 Nathan Burkan Memorial Competition for legal writing.

Joe received his undergraduate degree in 1996 from Northwestern University. He is a member of the National Committee on Planned Giving, the Minnesota Planned Giving Council, and various bar associations and their probate and trust law sections. He currently serves on the MPGC board of directors and executive committee as treasurer, and on the legislation committee of the Minnesota State Bar Association’s Probate and Trust Law Section. Joe previously served on the MSBA Uniform Prudent Management of Institutional Funds Act (UPMIFA) Task Force.

Grant Whitney is the senior associate director of gift planning for the Faculty of Arts and Sciences at Harvard University with more than eleven years of gift planning experience. In addition to day-to-day gift planning work, he manages the John Harvard Society, the FAS stewardship and recognition society for donors who make life income gifts and/or notify the institution of a bequest intention. The John Harvard Society has approximately 2,500 members and relies on a core group of almost 50 volunteers to carry out stewardship and recognition activities.

Before coming to Harvard, he started the planned giving program at Lesley University, leading it through Lesley’s first-ever comprehensive capital campaign. Grant earned an undergraduate degree from Cornell University and a J.D. from Albany Law School of Union University. He is a member of the Massachusetts and New York Bars. He has been an active volunteer at his alma mater and is immediate past president of the Planned Giving Group of New England (PGGNE), where he also led PGGNE’s Programming effort. Before developing an interest in gift planning, he established a neutral dispute resolution practice in Cambridge, Massachusetts.

In 1996, Bill Zook joined the Seattle consulting firm Planned Giving Services, which in 2005 became a division of PG Calc Incorporated. As executive vice president, he counsels the firm’s clients (a diverse group of charities, financial institutions, professional advisors, and individual donors throughout the U. S.) regarding a variety of planned giving matters, and he has helped to establish numerous charitable gift arrangements. Before becoming a consultant, Bill practiced estate planning law and, prior to that, worked for nearly a decade in the field of alternative dispute resolution. He received his B.A. in religious studies from the University of Virginia with high distinction and his J.D. from the University of Washington School of Law. Bill is a member of the Washington State Bar Association. In addition, he is a past president of the Washington Planned Giving Council and a member of the Estate Planning Council of Seattle.