Spring 2018
Issue 8 |Vol. 2

The Source is published quarterly by the Minnesota Planned Giving Council

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Message from the Chair

Sometimes it’s scary to do new things. Sometimes it’s invigorating.

Core to our mission to maximize philanthropy throughout Minnesota for the public good, is providing quality education and program offerings that advance the knowledge and value of gift planning. This year, in sync with our 2018-2020 strategic plan, we are innovating some of our signature programs: the 42nd Annual Conference and the July Education Program.

I am excited that our 2018 Annual Conference venue will be Metropolitan State University in Saint Paul. This move means that our premier educational event will be hosted in a dedicated educational setting. The Board and Conference Committee have been polling members and studying venue options over the past few years. We have heard a strong desire to avoid conflicts with Election Day, Give to the Max Day, and National Philanthropy Day, which disrupt attendance. Metropolitan State University is truly excited to host our Conference and has been a very accommodating partner offering us premiums that the Committee believes will provide an excellent experience, and value, with free parking. MARK YOUR CALENDARS FOR OCTOBER 24-25, 2018. Stay tuned for more exciting Conference updates!

Similarly, the program committee is looking at a different time and venue for the mid-July meeting. Traditionally, the July program has unpredictable attendance due to summer vacations. Therefore, we thought it would be the perfect opportunity to try an afternoon program followed by happy hour and networking. Dana Holt will be presenting on how to fundraise from donor-advised funds. There is $85 billion in donor-advised funds set aside for philanthropy. Come to the July program to learn about accessing that for your favorite 501(c)(3).

I’m looking forward to seeing you at our education and member events throughout the year!


Marie Ruzek, JD, CFRE 
Chair, Minnesota Planned Giving Council

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Save the Date! 42nd Annual Conference & Brisk Walk, October 23-25, 2018

New Dates: October 24 and 25, with Brisk Walk Through the Basics being offered on October 23.

This date change is to avoid conflict with Give to the Max Day and National Philanthropy Day.

New Location: Metropolitan State University

We are excited to announce that our 2018 venue will be Metropolitan State University in Saint Paul. The Board and Conference Committee have been carefully studying venue options over the past few years. The RiverCentre has been a comfortable “home” to our conference for many years. However, our need to change dates and some long planned construction scheduled for the area surrounding the RiverCentre presented an opportunity to move to a new location.  We believe Metropolitan State University can offer an excellent experience – and value, with free parking for conference participants!

Plenary Speakers Announced

Day One

Una Osili, Director of Research at the Indiana University Lilly Family School of Philanthropy  
Laura Sobiech, cancer research advocate, fundraiser and author of “Fly a Little Higher”
Dan P. Harris, National Director of Philanthropic Services at U.S. Bank Wealth Management

Day Two

Kathryn Miree, President and Primary Consultant at Kathryn Miree & Associates, Inc.
Sarah Eagle Heart, Chief Executive Officer at Native Americans in Philanthropy (NAP)
Jeremy Belsky, Planned Giving Officer at Boys Town

Join the Conference Committee

The Conference Committee roster is still growing and we would be glad to welcome interested colleagues to join our team.  If you are interested in joining the committee or presenting at the conference, please contact the Conference Committee Co-Chairs: Jacob LaCroix or Juliana Sellers.

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Update from the MPGC Development Committee

You can support MPGC through Sponsorships available for 2018! MPGC relies on support from its members, allied professionals and nonprofit vendors to continue the good work it does in educating and providing networking opportunities to its members and supporters.  Sponsorships are available at all levels and can be tailored to meet your company’s objectives for the level of desired exposure to MPGC’s membership at its events and in its publications.  See the many ways that you can support MPGC and its mission here.

We look forward to your support in 2018!

Please let Development Committee Co-Chairs Inez Bergquist and Sheryl Morrison know if you have ideas for sponsorships or other support that you or others can contribute!

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Save the Date! Join us for MPGC's Breakfast Meeting & Education Program

Tuesday, May 1, 2018 | 7:30 -11:00 AM

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.

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.

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.

View more details

Register online »

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Leave a Legacy MN: Join us for Legacy Giving at Lunch Spring Series!

Leave a Legacy MN is pleased to announce our spring line-up for the Legacy Giving at Lunch web-based learning series. Each Legacy Giving at Lunch is a free, one-hour learning opportunity you can plug into from your desk.

Part 1 Recap - 2018 Tax and Economic Outlook

By: Kristine Hansen, MPGC Communications Committee Member

Part one of the Legacy Giving at Lunch Spring Series took place on March 22, 2018. Forty-nine organizations from across Minnesota participated in a webinar presented by Jon Pratt, Executive Director of the Minnesota Council of Nonprofits. Jon shared his insights on the health of the nonprofit sector, possible implications for the federal income tax overhaul on charitable giving, and GrantAdvisor - a web service providing crowdsourced data about foundation funders. 

 Highlights from the webinar:

  • Data from the last ten years indicates that Minnesota’s nonprofit sector represents 11% of the state workforce. While the number of nonprofit organizations has seen some contraction, wages have climbed, with education and healthcare organizations showing the highest weekly wage growth.
  • The 2017 Tax Cut and Jobs Act doubled the standard deduction for single and married couples starting in 2018. Although the charitable deduction was preserved, the increased standard deduction reduces the incentive to itemize deductions at the federal level. Minnesota Department of Revenue predictions suggest that 13% of Minnesotans will itemize in 2018 compared to 36% currently.
  • The Minnesota State Legislature may take up changes to the current non-itemizer charitable deduction permissible under state law to make it a more attractive option to donors who make gifts of $500 or more.
  • The value and assets of donor-advised funds (DAFs) have increased significantly over the last five years. There is some concern that because there are no requirements on DAFs to disburse the funds to other charities, much of these assets do not reach the public good organizations.
  • MCN in partnership with The California Association of Nonprofits and Great Nonprofits launched GrantAdvisor, a website to provide crowdsources feedback about grant-making foundations. More information can be found at grantadvisor.org

Upcoming Sessions:

April 19, 2018 at 12:00 pm CST

Part 2: Asking for Major and Planned Gifts - What to Ask, What to Listen for, How You Might Ask presented by Tom Glass, Senior Major and Planned Giving Officer, Saint Catherine University.

May 16, 2018 at 12:00 pm CST

Part 3: Spotting Potential Planned Gift Donors presented by Stacy McVary, Leadership and Planned Giving Officer, Catholic Charities of St. Paul and Minneapolis

View more details or register for upcoming sessions here.

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Membership Committee Update

By Anne Rodenberg, Membership Committee Chair

At the heart of the Minnesota Planned Giving Council are our members. Growing our community of planned giving professionals is a top priority for our organization! Leading that charge is the Membership Committee, which serves as the “front door” to MPGC for new and prospective members.

As committee chair, I’m pleased to work with Suzanne Shute, Michael Johnson, Jane Townsend, Greg Diehl and Rachel Hughes to keep your network of MPGC peers strong and growing. We currently have 305 members and have a goal to welcome at least 15 more over the next several months.

You can help by sharing our Half-Price Membership Campaign with your colleagues and associates. Beginning April 1, we’re offering a special half-year rate of $62.50 (a 50% discount from the annual fee of $125). This offer provides full member benefits through September 30 and is a great way to “try on” MPGC. To join at the discounted rate, visit www.mnpgc.org and click on “Join Now” or call the office at 651-290-7474. We appreciate your referrals!

Another way the Membership Committee builds community is by hosting regular Happy Hours. These informal, free events are a fun way to get to know one another. We hosted our most recent happy hour on February 21 at Punch Bowl Social in St. Louis Park with 25 guests. Plans are in progress for a gathering this summer at the University of Minnesota’s Campus Club, and a fall gathering at the Minnesota Zoo. Past Happy Hours have been hosted at TPT in St. Paul and Second Harvest Heartland in Maplewood. If your organization has space to host, please contact me at arodenberg@2harvest.org. We like to showcase our member organizations whenever possible. 

Chris Fahey and Stu Silberman

Marie Ruzek and Jane Townsend

Finally, another initiative that fits within the Membership Committee is the Hargroves Mentorship Program. This program launched in 2017 to honor the late Gary Hargroves, an esteemed MPGC member who generously shared his time and wisdom as a mentor to many planned giving professionals. With Gary’s passing in 2016, MPGC sought a way to continue his spirit of mentorship through a formal program. Now in its second year, the Hargroves Mentorship Program currently has a cohort of six mentor/mentee pairs who meet regularly between January and June 2018. If you’re interested in becoming a mentor or mentee in the next cohort group, please contact Jane Townsend at jane@nativegov.org.

On behalf of the Membership Committee, thank you for being part of MPGC! If you have ideas of how we can grow membership or improve your member experience, please contact me at 651-282-0870 or arodenberg@2harvest.org.

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MPGC Website Task Force Call for Volunteers

We are forming a new task force to look at improving the MPGC website.  As MPGC’s primary identity online, the task force will look at ways to better engage members, attract new members, improve navigation and provide fresh content. 

If you are interest being a part of this exciting new Task Force or want to learn more, please contact Karla Healey, MPGC Communications Committee at khealey@neighb.org

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What Your Donors Need to Hear in 2018 In Light of Recent Tax Changes

Published on January 31, 2018

By: Kristen Schultz Jaarda, JD, LLM, Executive Vice President of Crescendo Interactive, Inc.

What should your marketing look like given the latest changes in tax law? What should you focus on in 2018? The goal of this new series of posts is to explain the recent tax changes, provide key insights into positive marketing messages and share successful examples of messaging that works for itemizers, non-itemizers and donors with nontaxable estates.  Read more here.

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Join our CAP Study Group!

Dana Holt and Marie Ruzek are moderating a Chartered Advisor in Philanthropy (CAP) study group beginning in May. In the study group, you will:

  • Study real-world planning cases with experts
  • Prepare for your exam in a fun environment
  • Widen your professional network

Please contact us no later than April 15th if you have any interest in this opportunity.  marie.ruzek@wellsfargo.com or Dana.Holt@HoltPlannedGiving.com

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Welcome, New Members!

Rachel Kinder ALSAC

Kimberly Literovich Blethen, Gage & Krause, PLLP

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The Source Is Looking for a Few Good Contributors

Now, more than ever, it is important for MPGC members to keep current and share trends and valuable techniques with others. The Source e-newsletter is a great way to get published while helping inform members and friends about MPGC.

Whether it is a unique donor experience, an article regarding a proven giving strategy, or a web link to a planned giving resource of interest to our members, we want to hear from you.

If you have an expertise or experience in the area that you want to share with the MPGC membership, contact one of our MPGC Communications Committee members:

Alison E. Roberts, CFRE | Chair | aroberts@childrenscancer.org
Kristine Hansen | kristine.hansen@metrostate.edu
Karla Healey | khealey@neighb.org
Lynn Praska | lpraska@umn.edu
Sheri Satterstrom | ssatterstrom@catholicunited.org
Jennifer White | Editor | whit0559@umn.edu

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The ideas expressed in articles are solely the opinions of the authors and do not represent any position taken or advice given by MPGC. Any calculations are for illustration purposes only and should not be considered legal, accounting, or other professional advice.

Copyright ©2018 Minnesota Planned Giving Council. All rights reserved.