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MPGC September 2019 Breakfast Meeting and Education Program
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9/10/2019
When: Tuesday, September 10, 2019
7:30 am – 11:00 am
Where: Town and Country Club
300 N Mississippi River Blvd
St. Paul, Minnesota  55104
United States
Contact: 651-290-7474


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MPGC September 2019 Education Program & Networking Event

Tuesday, September 10, 2019

Location

Town and Country Club
300 N Mississippi River Blvd
St. Paul, MN 55104

Prices

Breakfast Meeting & Education Program

MPGC Member: $60
Non-Member: $85

Breakfast Meeting Only

MPGC Member: $35
Non-Member: $55

Education Program Only

MPGC Member: $45
Non-Member: $70



Agenda

7:30 a.m. – 8:00 a.m.

Registration & Networking

8:00 a.m. – 9:00 a.m.

Breakfast Meeting

Breakfast Meeting Details

If you walk long enough, you’ll get somewhere … even if you’re on the road to nowhere

Fundraising is a mixture of both art and science: the art of building relationships and guiding them toward generous charitable contributions, and the science of determining how to make the best use of our time and the resources of our organizations. Striking the appropriate balance is even more critical in planned giving settings which often involve complex personal dynamics and emotional decisions and can sometimes be fraught with questions of competence. In this session we will review the process steps involved in the cultivation of planned and major gifts, suggest a rubric providing milestones to measure progress, and discuss the implications for us as professionals and for our organizations.

Session Learning Objectives:

  1. Understand the value of a systematic approach to new donor cultivation and solicitation
  2. Develop a rubric for the management of time, effort, and resources
  3. Consider an evaluation tool that measures the readiness of prospects and identifies next steps
  4. Explore the issues and ethical considerations involved in goal setting, fundraiser accountability, and the measurement of success

Speaker Information:

Craig Wruck Craig Wruck

Craig Wruck’s experience in charitable giving spans more than 40 years in both nonprofit and for-profit settings. He served at the University of Minnesota, Humboldt State University, St Cloud State University, and the Saint Paul Community Foundation as well as U.S. Trust Company, US Bank, and Kaspick & Company. Wruck is past president of the National Association of Charitable Gift Planners and is the author of Planned Giving in a Nutshell, a planned giving guide for development generalists. He earned his MBA from the University of St. Thomas and his bachelor's degree in journalism from the University of Utah.

9:00 a.m. – 9:30 a.m.

Registration & Networking

9:30 a.m. – 11:00 a.m.

Education Program

Education Program Details

Minnesota Dementia Summit's Prescription for Philanthropy

Imagine one of your top-tier major donors whom you already have a seven-figure ask out to privately discloses to you over lunch that they knew they were having trouble with their memory, have seen multiple specialists, and were recently diagnosed with dementia? How do you proceed with this new information about your major donor? How do you protect the integrity of your relationship, your institution’s reputation and your career from “unintended consequences”? Dementia affects more than 5.5 million people in the US. This number is expected to double to approximately 16 million people in thirty years. Donors age 60-79 comprise 47 percent of major donors, and those 80 years or older comprised 30 percent of top gift donors in 2016. It is hard to ignore the changing landscape of the top gift donor population. The numbers speak for themselves and in a recent study conducted by researchers at the University of Minnesota Duluth, (Rufer, Olson & Hyppa-Martin 2018), found that an overwhelming number of fundraising professionals across the country reported that they are ill equipped to navigate these unstable waters.

In this presentation you will learn from the Minnesota Dementia Summit, convened in June 2019 with top researchers, community foundations, and advanced philanthropic professionals, recommendations and reasoning behind prescribed updates to The AFP Code of Ethics (last updated 15 years ago) and Donor Bill of Rights. By way of a presentation and panel discussion by Summit attendees you will learn what issues they explored, what weaknesses within our profession were discovered, and what we need to do to address them. Through a table exercise you will learn what actions you may need to take within your institutions.

Session Learning Objectives:

  1. Gain an understanding of the scope of the issues through presentation, audience interactions, and a table exercise
  2. Learn the Minnesota Dementia Summit's next steps
  3. Using a “Take Home Kit”, apply a “shop based” discussion/work/reporting tool that invites your institution to participate in a meaningful role for this ongoing work.

Speaker Information

Robert Hofmann Robert Hofmann, MA, CFRE, University of Minnesota Duluth

Robert Hofmann is a native of the Twin Cities. For the past twelve years, Mr. Hofmann has worked at the University of Minnesota Duluth (UMD) as Senior Development Officer with the UMD School of Fine Arts (SFA). At UMD he has helped to raise more than $20M for student scholarships and programs for SFA. He is one of only 6,400 worldwide Certified Fund Raising Executives (CFRE), an internationally recognized credential within the fundraising profession. Before coming to UMD, Mr. Hofmann was involved in tall ships maritime education from 1997 through 2006 as executive director of the Providence Maritime Heritage Foundation that operated the tall ship Continental Sloop Providence. Earlier in his career, Mr. Hofmann worked in Boston, Minneapolis and elsewhere as a professional actor appearing on stage and screen. He remains a proud member of Actors Equity Association and the Screen Actors Guild.

Since moving back to Minnesota, Mr. Hofmann has become an active member of his Duluth community serving as Immediate Past Chair for the Depot Foundation, as an active member of Rotary Club of Duluth Club #25 and the Knights of Columbus. Mr. Hofmann is a graduate of Rhode Island College with a Masters of Arts degree, and Saint John’s University of Collegeville, MN. He lives with his wife Kathleen and dog Teddy in Hermantown, MN

Lani McCollar Lani A. McCollar, BWF

Lani A. McCollar is an Associate at BWF where she focuses on capital campaigns, development program audits, board engagement, and overall fundraising strategies. Ms. McCollar brings over 20 years of experience working and volunteering for multiple nonprofits in the Twin Cities metropolitan area. She served as director of institutional advancement for Groves Academy, where she oversaw unprecedented growth and a successful capital campaign. She also has served Metropolitan State University Foundation as director of development focusing on alumni and donor engagement, building their co-located university and community library, and has privately consulted with St. Mary’s Foundation, Boys & Girls Clubs of the Twin Cities, People Incorporated, Family Pathways, and CLUES.

Ms. McCollar received her B.B.A. Marketing and Information Systems with honors from the University of Iowa, and a condensed MBA in Nonprofit Management from the University of St. Thomas. She is an active volunteer with many nonprofit organizations.

Some of her clients include The Bakken Museum, Minneapolis Jewish Federation, Twin Cities Habitat for Humanity, Minnesota Children’s Museum Rochester, Prodeo Academy, The Basilica of St. Mary, Wayside Recovery Center, and Bolder Options.

Stu Silberman Stu Silberman, Alzheimer’s Association

Stu Silberman is Senior Donor Advisor for the Alzheimer’s Association, the global leader in Alzheimer's and dementia education, advocacy, research, and support. In this role, Stu leads major gift and planned gift activities for a six-state region.

Prior to joining the Association, Stu served as CEO of two Jewish Federations: Minneapolis, Minnesota and Louisville, Kentucky, where he also ran a Jewish Community Center. In each location he also oversaw foundations and administered donor-advised funds.

Stu began his career in information technology with PaineWebber (now UBS), then spent thirteen years with Ford Motor Company in a variety of leadership positions in marketing, international product development with a foreign assignment in Hiroshima, Japan, mergers and acquisitions and information technology. Following his time with Ford, he served as Vice President of Marketing and Sales for two technology companies.

Stu received his B.S. in in Computer Engineering from Lehigh University and MBA from the Wharton School of the University of Pennsylvania. Stu and his wife, Alison, live in a suburb of Minneapolis with their two daughters.

Shannon Gahagan Shannon Gahagan, Saint Paul & Minnesota Foundations (she, her, hers)

Shannon Gahagan is a philanthropic advisor at the Saint Paul & Minnesota Foundations working with donor advised funds. She builds strong relationships with Foundation donors and fund holders, encouraging and supporting their charitable interests and connecting them to partnership opportunities within the Foundations as well as giving opportunities in the community. She generates charitable capital for the Foundations and the community by encouraging grant making and by identifying, cultivating and securing increased and new funds as well as future funds from individuals and organizations across the state.

Shannon joined the Saint Paul & Minnesota Foundations in 2014. Serving previously as director of development and alumni relations at DeLaSalle High School, her background also includes Catholic Charities of Saint Paul and Minneapolis and the Minnesota Council on Foundations. She earned her Bachelor of Arts in sociology from the College of Saint Benedict in St. Joseph, Minnesota. Shannon lives in the greater East Side of St. Paul with her husband Josh and two cats - Andy and Lucy.

11:00 a.m.

Adjourn


Attendee Policies

Cancellation Policy: Notice of cancellation must be received by 5:00 p.m. U.S. Central Time on August 27, 2019. No refunds will be granted thereafter unless special approval is granted by the MPGC Board of Directors or approved designee. No-shows will not be refunded. Registrations can be transferred to another person within your organization with the same membership status by contacting office@mnpgc.org.

View all attendee policies here.

Questions?

Contact staff at office@mnpgc.org or (651) 290-7474.

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Premier Annual Sponsor

MIF

Benefiting Sponsor

Crescendo

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