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MPGC May 2019 Breakfast Meeting and Education Program
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 Export to Your Calendar 5/7/2019
When: May 7, 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: 5/7/2019
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MPGC May 2019 Breakfast Meeting and Education Program

May 7, 2019

Location

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

Agenda

Registration begins at 7:30 am on May 7, 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

Probate Basics for Planned Giving Professionals

When we think about our role as charitable gift planners, many of us think mostly of how, and why, a prospective donor would implement a planned giving strategy. We think about the impact the gift will have in the community, fulfilling donor intent, and the on-going stewardship that the donor who’s giving the gift will receive. After years of building a relationship with a special donor, it is difficult news when we learn that they have passed away. Now what? A sympathy note and we wait. In her estate planning practice, MPGC member, Tara Mattessich, not only helps generous clients implement charitable gift plans, she also helps clients through the probate and estate settlement process when the time comes. It is common to hear that you many want to avoid probate, but few of us know why. Tara will describe the probate process, discuss the timeline and the parties involved. She will talk about why it sometimes may take one to two, or more years to settle an estate. Tara will share experiences of issues that may slow down the process. She will also explain what the ideal interaction or communication with a charitable beneficiary would look like. In short, Tara will increase our awareness of what happens after a donor passes away that leads to their charitable gift coming to fruition.

Speaker

Tara Mattessich

Tara D. Mattessich, JD, Larkin Hoffman

Tara Mattessich is an attorney and shareholder with the Larkin Hoffman law firm. She is licensed in Minnesota and Wisconsin, and counsels individuals and exempt organizations on best practices for leaving a legacy to family and community. She is a frequent speaker and lecturer on estate planning, charitable contributions and fundraising, tax planning, gift acceptance, investment and spending policies, planned giving techniques, incapacity planning, and tax-exempt organizations. Tara is Past Chair of the Minnesota Planned Giving Council. She received her B.A. degree from St. Olaf College and her J.D. from the University of Minnesota Law School.



Education Program

Best Practices from Small to Large Nonprofit Organizations

A very significant donor has died; Now what? Representatives from national, regional and local nonprofits will discuss how they go about approaching their estate administration process after they receive notification that a legacy donor has passed.

Facilitator

Joe Thiegs

Joe Thiegs

After two decades in estate planning and nonprofit development, Joe is making the move to full-time consulting work as President and owner of his own firm.  Among Joe’s current roles is Planned Giving Advisor for Greater Public and Vice President of Thompson & Associates, for which he does values-based estate planning for supporters of nonprofit sponsor clients.  Joe also is a Planned Giving Advisor to Minnesota Public Radio and American Public Media after leading MPR|APM’s planned giving program for the last seven years.  Prior to that, he held development positions at the University of Minnesota Law School and the U of M Foundation after starting his career as a private-practice estate planning attorney at Dorsey & Whitney in Minneapolis.  Joe enjoys staying active in the community, and has served on numerous boards and committees.  A former six-year board member of MPGC, Joe has served as a regular presenter at Breakfast Briefings, Education Seminars, and the ‘Brisk Walk Through the Basics’ planned giving training program.

Panelists

Sherrie Beal

Sherrie Beal, Nature Conservancy

Sherrie Beal has 25 years of experience as a successful fundraiser--grant-writer, major gifts fundraiser and, for the past 8 years, planned giving specialist—working directly with donors and local boards and coaching fundraisers.   Sherrie was the Minnesota Land Trust's first development/communications director prior to coming to The Nature Conservancy 18 years ago and now is a part of a team that generates over $100 million in revenue from estates annually, as a result of simple bequests to more complex gifts of assets.  Beal has an undergraduate degree in English and a graduate degree in business.  She has also been the power of attorney and personal representative for several family members.


Dan Wiersum

Dan Wiersum, Bethel University

Dan Wiersum has served in various advancement roles for Elim Care Foundation, Eden Prairie, MN, North Park University, Chicago, IL, and for 32 years as Associate Vice President for Planned Giving at Bethel University, Arden Hills, MN. He has served as a volunteer board member for New Life Academy, New Life Church of Woodbury, READ Ministries, and Twin Cities Ministries. He is currently serving as a mentor in the MPGC mentorship program. Dan is married and has three married children and nine grandchildren.



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 23, 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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