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MPGC March 2018 Breakfast Meeting and Education Program
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When: Tuesday, March 6, 2018
7:30 AM
Where: Midland Hills Country Club
2001 Fulham St
St. Paul, Minnesota  55113
United States

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MPGC March 2018 Breakfast Meeting and Education Program

March 6, 2018


Midland Hills Country Club 
2001 Fulham Street
Roseville, Minnesota 55113


Registration begins at 7:30 am on March 6, 2018. The Breakfast Meeting begins at 8:00 am.

7:30 – 8:00 a.m.   Registration & Networking
8:00 – 9:00 a.m.  Breakfast Meeting
9:00 – 9:30 a.m.  Registration & Networking
9:30 – 11:00 a.m.   Education Program
11:00 a.m.   Adjourn


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Breakfast Meeting

Education Program

Breakfast Meeting & Education Program

Breakfast Meeting

Mindful Solicitation

Fundraising for major and planned gifts requires focus, responsiveness, and presence in the moment, as well as an ability to work nimbly through objections and changes in course. In this session, we’ll learn and practice 3-4 concrete skills that you can use to build resilience, manage your emotions, and stay present throughout all stages of qualification, cultivation and solicitation. Techniques will be drawn from research-supported fields like cognitive behavioral therapy, positive psychology, and mindfulness meditation. We will also have time for questions and conversation.


Lucas Havens, Development Officer, Carleton College

Lucas Havens has worked for non-profit organizations in many different capacities: direct service, program management, evaluation, and fundraising. His heart is with higher education and access to higher education in particular. As a Development Officer with Carleton, he visits regularly with alumni, parents, and friends around the country. He serves as a liaison for the college, and works with stakeholders as they consider major or planned gifts to support Carleton.

Education Program

Charitable Opportunities Relating to the Sale of a Business

The speaker will address charitable opportunities that the owner of a business should consider when deciding to sell an existing business (or a substantial ownership interest in a business). Topics will include: using the proceeds from the sale to create a Family Foundation or establish a Donor Advised Fund with an established charity; transferring part of the ownership interest in the business to a charitable organization before the sale; and compliance with tax requirements.


J. Patrick Plunkett, Larkin Hoffman

Pat has provided legal advice to educational and healthcare organizations, social service providers, family foundations and other nonprofit and tax-exempt organizations for 45 years with respect to compliance with applicable laws; adoption and amendments of governing documents; applying for tax-exempt status; Attorney General reviews and investigations; mergers and acquisitions; tax audits; lobbying restrictions; review and negotiation of commercial contracts; planned giving programs, acceptance of charitable contributions; investment policies; tax-exempt financing; and board training. Pat is the Co-Editor of the Minnesota NonProfit DeskBook published by the Minnesota Bar Association, and authored the Chapters of the DeskBook relating to Overview of Nonprofit Organizations, Charitable Contributions, Unrelated Business Income Tax, Membership Organizations, Religious Organizations and Nonprofit Limited Liability Companies. In 2016, Pat was recognized as "Attorney of the Year" by Minnesota Lawyer Magazine for his contribution to the legal profession.

Questions? Contact staff at or (651) 290-7474.

Cancellation: Registration and payment must be RECEIVED by 5:00 p.m. on February 27, 2018. Refunds will be given to those who call and cancel before this date.

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