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MPGC May 2018 Breakfast Meeting and Education Program
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5/1/2018
When: 7:30 AM
Where: Midland Hills Country Club
2001 Fulham St
St. Paul, Minnesota  55113
United States


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MPGC May 2018 Breakfast Meeting and Education Program

May 1, 2018

Location

Midland Hills Country Club 
2001 Fulham Street
Roseville, Minnesota 55113

Agenda

Registration begins at 7:30 am on May 1, 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

Pricing

Download the Registration PDF

Breakfast Meeting
$35/member
$55/non-member

Education Program
$45/member
$70/non-member

Breakfast Meeting & Education Program
$60/member
$85/non-member

Breakfast Meeting

A Capital Campaign for Dorothy Day Place: All of Us Together

Join Stacy McVary and Tim Marx as they share insights, success stories, and challenges of a $100 million public private partnership. Learn about utilization of volunteer committees, board involvement and how leveraging those relationships created a groundswell of support for private and public dollars. We’ll talk about strategy and how to structure and leverage your team for maximum success.

Speaker

Tim Marx, Catholic Charities

Tim became President and CEO of Catholic Charities in 2011. Tim works with the dedicated board of directors, talented executive leadership, and hardworking staff to establish the strategic direction of Catholic Charities and to oversee its implementation. He works extensively with faith, civic, and public policy leaders, community partners, donors and volunteers to advance the vision of a community where there is poverty for no one and opportunity for everyone. He has previous experience as a practicing lawyer, public official (city attorney and deputy mayor of Saint Paul and Minnesota Housing Finance Agency commissioner), nonprofit leadership (executive director of Breaking Ground in New York City), and significant civic involvement including current board service for Fairview Health Services, the Minneapolis Downtown Council, the National Alliance to End Homelessness (Vice Chair) and the United Way Systems Change and Innovations Committee. Tim is a graduate of St. John’s University in Collegeville, MN, the University of Minnesota Law School and the Humphrey School of Public Affairs.

Stacy McVary, Catholic Charities

Stacy is a Leadership and Planned Giving Officer for Catholic Charities of St. Paul and Minneapolis.  Prior to joining Catholic Charities in 2015, she was the Assistant Director of Development for Academy of Holy Angels.  Prior to 2012, she worked in Trust Compliance for U.S. Bank.  She previously served on the Program Committee and now serves on the Education Committee for the Minnesota Planned Giving Council.  She has served on many local nonprofit boards and committees.  Currently she serves as a mentor for law students as part of the St. Thomas School of Law Mentorship Program, is a member of the Parish Council and the Council of Catholic Women for Immaculate Conception Church in Columbia Heights, and mentors young women with issues related to alcoholism and addiction.  She has a bachelor’s degree in business from Augsburg University and earned her Juris Doctorate from the University of St. Thomas School of Law.  Stacy resides in Columbia Heights, Minnesota with her husband Patrick.


Education Program

Adventures in Charitable Planning

In this collection of advanced charitable planning case studies, Robert Dietz, a Director in Bernstein’s Wealth Strategies Group, explores how goal-based, quantitative planning can enhance charitable and personal wealth.  Cases include: (i) a look at the planning implications of the Tax Cuts and Jobs Act; (ii) planning with charitable remainder unitrusts (CRUTs) in the current environment; (ii) ideas for structuring inter vivos charitable lead annuity trusts (CLATs) in the current environment; (iv) a unique look at testamentary charitable lead annuity trusts. Robert will use sophisticated wealth forecasting software to highlight key findings.

Speaker

Robert W. Dietz, Bernstein’s Wealth Strategies Group

Robert W. Dietz is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Minneapolis office. He works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning strategies, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy and diversification planning for holders of concentrated portfolios. Dietz joined the firm in 2006 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming a Director in 2017. He earned a BA, cum laude, in finance from Augsburg College and is a Chartered Financial Analyst (CFA) charterholder. Dietz is a member of the CFA Society of Minnesota and the Minneapolis Estate Planning Council.


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

Cancellation: Registration and payment must be RECEIVED by 5:00 p.m. on April 24, 2018. Refunds will be given to those who call and cancel before this date.

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