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2017 Annual Conference Handouts
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2017 MPGC Annual Conference

St. Paul RiverCentre
175 W Kellogg Blvd, St Paul, MN 55102
(651) 265-4800

Parking, directions and map for the Saint Paul RiverCentre

#MNPGC2017

MPGC's 41st Annual Conference & Brisk Walk
November 14-16, 2017
St. Paul RiverCentre



Handouts

Handouts are also available on the mobile app.

Sponsored by

Wednesday | Thursday

Wednesday, November 15

8:30 – 9:45 am 

Career Lessons Learned from 25 Years in the Gift Planning Trenches: aka Planned Giving Comedy Hour
Bryan Clontz, Charitable Solutions, LLC


10:15 – 11:15 am
Breakout Series A

1.1 Creative Charitable Planning with Noncash Assets (Intermediate)
Bryan Clontz, CFP®, CLU, CHFC, CAP, AEP, President, Charitable Solutions, LLC

1.2 For Newcomers: Begin with the End in Mind...But It Isn't What You Think It Is (Basic)
Chuck Semrow, CFRE, Director of Major and Planned Gifts, Regions Hospital

1.3 Using DAFs in a Donor-Centered Way (Advanced)
Jane F. Godfrey, J.D. Associate Vice President, Planned Giving & Estate Administration, University of Minnesota Foundation and Chris Cheney, Gift Planner, Minnesota Philanthropy Partners

1.4 Small Shop Legacy Giving Start Up....A panel discussion (Basic)
Moderator: Scott Nelson, CFRE, Director of Planned Giving, Benedictine Health System
Panelists: Katie Nelson, Executive Director, Riverwood Foundation; Jennifer Nelson, Director, Southern Minnesota Initiative Foundation; and Anne Rodenberg, Major Gifts Officer, Second Harvest Heartland


12:15 – 1:15 pm

Families, Money and Values: Helping Your Donors Shape Their Money Narrative
Nathan Dungan, Founder and President, Share Save Spend®


1:45 – 2:45 pm
Breakout Series B

2.1 - HOW TO Build Digital into Planned Giving (Basic)
Justin Ware, President and Co-Founder, Groundwork Digital

2.2 Planned Gifts Deconstructed - Donor Case Studies (Intermediate)
Lynn Praska; Susan Hommes; Jennifer White; Ben Webster, Planned Giving Officer, University of Minnesota Foundation

2.3 Matures to Boomers: What Planned Giving Professionals Need to Know (Basic)
Cheryl Sturm, Director of Market Research, The Stelter Company

2.4 A Gift for All Seasons: Matching Planned Giving Alternatives to Donor Objectives (Advanced)
Sheryl Morrison, JD, Principal, Gray Plant Mooty


2:45 – 3:00 pm
Break with Exhibitors

3:00 – 4:00 pm

Leveraging Curiosity: The Key to Your Success as a 21st Century Advisor
Danielle York, Managing Director, 21/64


Thursday, November 16

8:30 – 9:30 am

How is your Aspiration These Days? Thinking Bigger, Better and Beyond Philanthropy
Jim Hodge, Associate Vice Chancellor, University of Colorado


9:45 – 10:45 am
Breakout Series C

3.1 - Beyond a Keynote and onto the Work on Monday: Moving from Airy fairy to Visionary by Mastering the Art of Ideation (Intermediate)
Jim Hodge, Associate Vice Chancellor, University of Colorado

3.2 - Stewarding Donors with Dementia (Intermediate)
Robert Hofmann, MA, CFRE, Senior Development Officer, School of Fine Arts, University of Minnesota Duluth; Jolene Hyppa-Martin

3.3 - Accepting Gifts of Real Estate (Advanced)
Abraham Schwager, JD, Attorney, Chandler and Brown, Ltd.; Robert H. Chandler JD, Founding Partner,Chandler and Brown, Ltd.

3.4 - Reconnecting with (C)OLD Prospects (Basic)
Marc Littlecott


11:00 am – 12:00 pm
Breakout Series D

4.1 - Blended Gifts: Transformational Gifts From Major Donors (Advanced)
Mary Ellis Peterson, FCEP, Vice President, Thompson & Associates; Michael Ziomko, FCEP, Vice President, Thompson & Associates

4.2 Making the Most of Fundraiser Metrics (Intermediate)
Mark Ladendorf

4.3 Pairing Planned Giving with Prospect Development, for Sophisticated Shops and Those Perfecting Their Blocking and Tackling (Basic)
Mark Egge, Senior Manager of Prospect Development, Greater Twin Cities United Way

4.4 - Tales from the Other Side: Insights from Someone Who Trains Financial Advisors on Charitable Giving (Intermediate)
Ruby Pediangco, JD, Advanced Strategies Counsel, Securian Financial Services, Inc; Dana Holt, Cindy Aegerter


12:30 – 1:30 pm

Introducing the “Gerontrophilanthroplutocracy”
Robert Sharpe, Chairman, Sharpe Group


1:45 – 2:45 pm
Breakout Series E

5.1 – How Will the Baby Boomers Really Boom? (Basic)
Robert Sharpe, Chairman, Sharpe Group

5.2 - Rights and Responsibilities of Charitable Beneficiaries in Death-Related Administration of Estates and Trusts (Intermediate)
Fredrick Weber, JD, Senior Vice President, Estate Settlement Services Practice Leader, Northern Trust Company

5.3 - How to Get Your Donors to Respond to Your Marketing (Intermediate)
Sandra Henningsen and Chris Fahey, Development Officer, Major Gifts, University of St. Thomas

5.4 - Why Charitable Gift Annuities In Today's Environment (Intermediate)
Connie Kurth, Gift Planning Officer, Mayo Clinic


3:00 – 4:00 pm

Politics and Planned Giving in the Era of Trump
David Schultz, Professor, Hamline University; Political Analyst


      

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

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