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MPGC January 2020 Breakfast Meeting & Education Program
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1/8/2020
When: Wednesday, January 8, 2020
7:30 am – 11:00 am
Where: Town and Country Club
300 N Mississippi River Blvd
St. Paul, Minnesota  55104
United States
Contact: 952-564-3046


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MPGC January 2020 Breakfast Meeting and Education Program

Wednesday, January 8, 2020

Location

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

Prices

Breakfast Meeting and 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 am – 8:00 am

Registration and Networking

8:00 am – 9:00 am

Breakfast Meeting

Breakfast Meeting Details

Planned Giving and the 2020 Election

Elections have consequences. Much in the same way that the 2016 election produced a significant change in the US tax code, the 2020 election could do the same. This talk looks at the 2020 elections and their implications for planned giving and the non-profit sector.

Session Learning Objectives:

  1. Review how the 2016 impacted planned giving in the US.
  2. Discuss the context of the 2020 presidential, national and state elections.
  3. Identity issues in the 2020 election that may affect planned giving.
  4. Assess likely scenarios in terms of how the elections will address issues of concern to the planned giving community.

Speaker Information

David Schultz Dr. David Schultz, Professor of Political Science, Hamline University

David Schultz is Hamline University professor of political science and University of Minnesota professor of Law. He has taught classes on non-profit law and is author of more than 35 books and 200 articles on various aspects of American politics and law.

9:00 am – 9:30 am

Registration and Networking

9:30 am – 11:00 am

Education Program

Education Program Details

Minnesota State Demographic Center

The past two decades have meant big changes for Minnesota. The next two decades will bring even greater changes. Minnesota State Demographic Center’s Senior Demographer, Megan Dayton, will talk about how the people of Minnesota are changing and will describe what to expect in the future. She will also provide information on Minnesota’s aging trend and discuss impacts and implications in the areas of health, the state budget, the future labor force, and beyond.

Session Learning Objectives:

  1. Work force growth has slowed and will remain that way for the foreseeable future
  2. Domestic migration, international immigration, and automation are the only quick solutions to counter this slow down
  3. Longer-term solutions include raising the skills profile and educational attainment of workers
  4. Achievement and opportunity gaps by race could threaten economic growth as Minnesota’s work force grows increasingly diverse

Gift Planning for the Ages

It can be tough knowing which gift planning techniques appeal to donors of different age groups. We know segmentation is important, but how do we apply that to marketing and discussing gift planning ideas? Fear not, you'll leave this session knowing:

  • Most Common Gift Types for Silents, Boomers, X-ers, and Millenials
  • Simple Tips for Marketing and Conversations
  • Resources for Further Learning

Speaker Information

Megan DaytonMegan Dayton, Senior Demographer, State of Minnesota

Megan Dayton is a Senior Demographer at Minnesota’s State Demographic Center. Since 2012, she has been responsible for preparing demographic projections for the State of Minnesota, 13 Economic Development Regions, and 87 counties. Serving in this role, Megan is Minnesota's state representative to the Federal-State Cooperative Program for Population Projections (FSCPP) with the U.S. Census Bureau. Megan’s work involves the creation of school district estimates upon request for intercensal levy cycle funding and providing data analysis for state agencies, councils, and legislators.

Megan’s research interests include improving upon existing data modeling techniques used for state and sub-state areas, as well as social stratification and more general demographic trends related to fertility, mortality, and migration patterns. Megan has hands-on knowledge of social and economic realities brought about by recent demographic shifts. Her work engages an attentive approach to relating current demographic trends with the resulting likelihoods.

Megan holds a bachelor's degree in international affairs as well as a master's degree in applied demography from the Center for Demography and Population Health at the Florida State University.

Dana HoltDana Holt, JD, RICP, AEP, Founder, HOLT Consulting

Dana is a charitable gift planning educator, coach, and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash - and teaches advisors how to grow their practice with the power of philanthropic planning.

Before starting HOLT Consulting Dana began her career as an estate planning attorney and then spent 13 years at a Fortune 300 Financial Services company. There she helped advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.

Now she focuses exclusively on teaching charitable planning through professional speaking and her first-of-it's-kind coaching program, Turning Wealth Into What Matters™.

Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She serves as vice-chair of the Minnesota Planned Giving Council. She lives in Lauderdale, MN with her two retired racing greyhounds.

11:00 am

Adjourn


Attendee Policies

Cancellation Policy: Notice of cancellation must be received by 5:00 pm U.S. Central Time on December 18, 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 952-564-3046

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Contact Us

5353 Wayzata Blvd, Suite 350
Minneapolis, MN 55416
Tel: (952) 564-3046 | Fax: (952) 252-8096
Email: office@mnpgc.org

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Mission Statement

To maximize philanthropy throughout Minnesota for the public good by providing education and programming that advances the knowledge and value of gift planning.

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