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MPGC March 2019 Breakfast Meeting and Education Program
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 Export to Your Calendar 3/5/2019
When: March 5, 2019
7:30 AM
Where: Town and Country Club
300 N Mississippi River Blvd
St. Paul, Minnesota  55104
United States


Online registration is available until: 3/5/2019
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MPGC March 2019 Breakfast Meeting and Education Program

March 5, 2019

Location

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

Agenda

Registration begins at 7:30 am on March 5, 2019. 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

One Year Later: Effects of the Tax Law Changes on Year-End Giving

There has been a lot of talk lately about how the new tax rules will affect charitable giving in America. Some of the talk has been positive and some negative. It can seem scary, because let’s face it – most people don’t like to talk about taxes and we tend to be afraid of what we don’t fully understand. Fear NOT! Our panel of experts will de-mystify the changes for you, help you stay sane, and raise even more money! 

You’ll walk away from this session with answers to these questions:

  • What Rules Changed?
  • What Rules Stayed the Same?
  • Have the Changes Affected Giving?
  • What Are the Biggest Giving Opportunities Now?

Moderator

Dana Holt

Dana J. Holt, JD AEP, HOLT Consulting

Dana Holt 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-its-kind coaching program, Turning Wealth Into What Matters™.  Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She lives in Lauderdale, MN with her two retired racing greyhounds.


Panelists

Jon Pratt

Jon Pratt, Minnesota Council of Nonprofits

Jon Pratt is the executive director of the Minnesota Council of Nonprofits. He has worked at Minnesota Public Interest Research Group as an attorney and lobbyist, as regional director at the Youth Project, and as director for the Philanthropy Project. In 1982 he was campaign manager for Paul Wellstone candidacy for Minnesota State Auditor. In 1987 he became director of MCN, an association of 2,000 organizations that sponsors research, training, lobbying and negotiated discounts to strengthen Minnesota's nonprofit sector. Jon has consulted with nongovernmental organizations on the development of NGO associations and services in Canada, Costa Rica, Czech Republic, Hungary, Poland, Serbia and Turkey. He has a law degree from Antioch School of Law, and a M.P.A. from Harvard University.


Jeremy Wells

Jeremy R. Wells, MA, CFRE, Saint Paul & Minnesota Foundations

Jeremy R. Wells currently serves as Senior Vice President of Philanthropic Services at the Saint Paul & Minnesota Foundations, Minnesota’s largest community foundation. In this role, Jeremy serves as the chief fundraising and donor stewardship strategist. He also staffs the Foundations’ board development and governance committees. Jeremy has spent his entire career working in philanthropy. Prior to his work at the Foundations, he served as the chief development officer at both Augsburg University and Saint Mary’s University of Minnesota. He holds both a Master’s Degree in Philanthropy & Development and his CFRE certification. Wells is an adjunct faculty member at the University of St. Thomas and is a frequently requested speaker and author on a variety of philanthropic topics, including development planning, utilizing volunteers, donor engagement, stewardship, ethics, and charitable gift planning. In addition to his work, Jeremy serves on numerous local, regional, and national boards. He was also selected as a 40 Under 40 recipient by the Minneapolis/St. Paul Business Journal in 2018.


Stephanie Donley

Stephanie Donley, J.D., The Minneapolis Foundation

Stephanie Donley, who joined The Minneapolis Foundation in May of 2018, is a Philanthropic Advisor with over 15 years of relationship management and development experience. At the Foundation, Steph serves as a charitable planning resource for attorneys, accountants and financial advisors to assist their clients in fulfilling their philanthropic goals and supports her donor families to achieve the greatest impact with their giving. Prior to joining the Foundation, Steph spent over 12 years in the financial services industry, most recently as a Trust Officer with U.S. Bank’s Private Client Group. She comes to the Foundation after having served 5 years with the Minneapolis Institute of Art as a Senior Major Gifts Officer working with donors who supported the museum at a major gifts level and those donors who included the museum in their estate plans. She holds a Bachelor of Arts degree in Political Science with a minor in Philosophy from Loyola University of Chicago and a law degree from Hamline University School of Law.



Education Program

Gifting of Business Interests

More than $10 Trillion in private business interests are expected to change ownership by 2025. The transfer of a business is likely the biggest financial event a business owner will ever experience. It’s also when they make their most significant charitable gifts. This session will help you understand how to help these generous people to realize their biggest charitable goals! You’ll learn about the most important aspects of gifts of business interests from both the donor’s and the charity’s perspectives.

Speakers

Sheryl Morrison

Sheryl Morrison, JD, FCEP, Gray Plant Mooty Law Firm

For over 30 years, Sheryl Morrison has focused her practice in the areas of estate and wealth planning, transfer tax strategies, business succession planning, estate and trust administration, and charitable giving and nonprofit organizations. She helps clients accomplish their objectives for management, protection, and preservation of their wealth through strategies that minimize taxes and promote effective family management of assets, including wills, revocable and irrevocable trusts, generation‑skipping planning, charitable trusts and corporations, and various grantor trusts (QPRTs, GRATs, iDOTs). She advises clients about the many issues affecting the operation of their trusts, estates, and businesses. Sheryl’s practice also focuses on philanthropy through creating, qualification, and administration of nonprofit and tax-exempt entities, as well as counseling higher education institutions, health care organizations, and other charities about their charitable gift acquisition programs and administration practices.


Kevin B. Melvin

Kevin B. Melvin, J.D., Mayo Clinic

Kevin B. Melvin has been on staff at Mayo Clinic since 1991. He serves as legal counsel dedicated to the Department of Development, where he manages and advises on legal issues impacting charitable activities at Mayo Clinic. In addition, Mr. Melvin serves as associate chair of gift planning for the Department of Development, where he manages the Office of Gift Planning team responsible for working with benefactors on planned giving, which comprised 34 percent of Mayo Clinic’s $3 billion campaign. Mr. Melvin received his J.D. from Mitchell Hamline School of Law and has been a licensed attorney since 2006. He also earned a Master of Arts degree in management from Saint Mary’s University of Minnesota. He is a member of the Olmsted County Bar Association and Minnesota State Bar Association and is past president of the Rochester Estate Planning Council. Mr. Melvin’s volunteer activities include Wills for Heroes, Rochester A Better Chance and LegalCORPS Business Law Clinic. He and his wife have two young children.



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

Cancellation: Registration and payment must be RECEIVED by 5:00 p.m. on February 19, 2019. Refunds will be given to those who call and cancel before this date.

Premier Annual Sponsor

MIF

Benefiting Sponsor

Crescendo

Supporting Sponsors

Charitable Services

Charitable Services

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