Print Page   |   Sign In   |   Register
Community Search
Brisk Walk Through the Basics eLearning Series
Tell a Friend About This EventTell a Friend
 

This is a three-part webinar series. By registering you will be registered for all three.

 Export to Your Calendar 1/1/2020 to 12/31/2020
When: On your own time
11:00 AM
Where: Webinar
United States


Online registration is closed.
« Go to Upcoming Event List  

Introducing a Brisk Walk Through the Basics eLearning Seminar.

This is a three-part webinar series which can be viewed at your own time.

This is a three-part webinar series, held during the dates and times below.

Webinar Part 1:
Presenter: Joe Thiegs, Minnesota Public Radio | American Public Media

Webinar Part 2:
Presenter: Jay Kautt, University of Minnesota Foundation

Webinar Part 3:
Presenter: Tricia Bunten, University of Minnesota Duluth

** If you have registered and are unable to attend one of the sessions on the date/time indicated, a recording of the session will be made available online for access by the registrant so you don’t miss any of this important material.

Webinar Fee:
$300 for MPGC members
$325 for non-members

A Brisk Walk Through the Basics of Planned Giving © is an enriching seminar that has earned great success as an in-person learning vehicle for those new to planned giving. The e-Learning version of Brisk Walk was designed to offer the best elements of the in-person seminar to MPGC members in greater Minnesota and to those who were not able to attend at one of the in-person sessions.

The Brisk Walk Through the Basics seminar leads participants through the nuts and bolts of planned gift instruments. If you are new to planned giving, need a refresher, or are a development generalist, this seminar was made for you. Get an excellent overview of gift planning and the tools you need to make the most of it. Each participant receives a guide book and gains access to the Brisk Walk Online Community where you can keep in touch with others who have taken the course and keep the conversation going well after the session concludes.

Learning Objectives

Course materials presented in the seminar and through the participant guide book will include essential elements of planned giving. Participants will leave this seminar with the following learning:

  • Gain a clear understanding of basic planned giving methods
  • Understand the tax implications for planned giving
  • Learn about the different gift vehicles available and when each is best

Speakers

Joe Thiegs

Joe ThiegsJoe Thiegs leads the planned giving program at Minnesota Public Radio and American Public Media in St. Paul. He served for several years on the Governing Council and the Legislation Committee of the Minnesota State Bar Association’s Probate & Trust Law Section, on the Board of Directors of the Minnesota Planned Giving Council, and on the Board of Directors of the Minnesota Orchestra’s Crescendo Project. Joe is a regular presenter for MPGC, including its ‘Brisk Walk Through the Basics,’ and was the faculty expert for Greater Public’s inaugural Legacy Builders planned giving training program for public media organizations nationwide. He currently serves on the Development Committee for the Citizens League.

Prior to MPR|APM, Joe worked as Associate Director of Advancement at the University of Minnesota Law School, as a Planned Giving Officer at the University of Minnesota Foundation, and as an estate planning attorney at Dorsey & Whitney LLP in Minneapolis. He also is co-founder of Stage of Life® (stageoflife.com). Joe loves people, music, cooking, wine and beer, sports, reading, learning, camping and hiking, being on the water, photography, games, humor, and anything having to do with the great state of Minnesota.




Jay Kautt


Jay KauttJay Kautt is a Planned Giving Officer with the University of Minnesota Foundation. Jay's specialties include working with gifts of real estate and life insurance that benefit the University of Minnesota. In addition, Jay provides Planned Giving Support to several medical corridors and colleges at the University. Jay came to the University of Minnesota Foundation in August of 2010 from the Principal Financial Group. Jay’s practice at Principal focused on reviewing and analyzing client’s estate planning goals and forming strategic relationships with both clients and their other professional advisors.

Prior to his time at Principal, Jay was an attorney practicing in the areas of estate planning and real estate law with the firm of Dudley & Smith in St. Paul, Minnesota. As an estate planning attorney his objective was to work with clients and understand what they wanted to accomplish, and then create a plan to help achieve those goals.

Jay graduated from Luther College in Decorah, Iowa in 1998 with a double major in Communication and Political Science and is a 2005 graduate of William Mitchell College of Law.

He is a native of St. Peter, Minnesota, and currently resides in St. Paul with his wife Amanda, who owns and operates l’atelier couture bridal boutique, and two daughters.




Tricia Bunten


Tricia BuntenTricia Bunten serves as the Chief Development Officer at the University of Minnesota Duluth (UMD). She has been with UMD since 2001, first as the Director of Development for the Swenson College of Science and Engineering and in her current role since 2010. Prior to that she served in a variety of roles at Bemidji State University from Director of Annual Giving to Director of the BSU Foundation for over seven years.

She holds a MS degree in Philanthropy and Development from St. Mary's University and she received her CFRE (Certified Fundraising Executive) in 2000. Ms. Bunten is a past chair of the Minnesota Planned Giving Council and just recently completed 6 years on their board of directors. She has been an instructor for the CFRE review course for the Association of Fundraising Professionals, Minnesota Chapter and has presented at both the MN Planned Giving Conference and also the Minnesota Council of Nonprofits annual conference. She has also taught a day long class on Major Gift Fundraising for the University of Wisconsin Superior Nonprofit Management certificate program.

Tricia is actively involved in the Duluth community including the Duluth Rotary Club, Duluth Vaxjo Sister City Soccer Exchange, and a variety of other community organizations.



Created by Robert A. Evenson

Bob Evenson, one of the founders of the Minnesota Planned Giving Council, created A Brisk Walk Through the Basics. Over the years, countless development officers, volunteers, and others who care about charitable organizations and the good works they accomplish received their introduction to planned giving at A Brisk Walk Through the Basics seminar. The Minnesota Planned Giving Council is proud to present A Brisk Walk Through the Basics seminars as a living memorial to Bob Evenson.

      

Thank you to MPGC Benefiting Sponsor, Crescendo Interactive, and Supporting Sponsor, US Bank Charitable Services Group

Membership Software Powered by YourMembership  ::  Legal