Spring 2019
Issue 9 |Vol. 2

The Source is published quarterly by the Minnesota Planned Giving Council

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Message from the Chair

Tom Glass

Dear MPGC Membership,

I received a call from a grateful member of MPGC. After many successful years with her nonprofit, her position had been eliminated due to the loss of Federal funding.
A fellow member from MPGC encouraged her to communicate her job search with the MPGC network. She was interviewing within a week and within 2 months, she had started her new position with an organization that in her words, "has a mission that sings." I forget that we are so much more than great breakfast meetings, excellent annual conferences and the best go to for technical planned giving and tax questions.

We are a network of committed, passionate and skilled professionals that care about our fellow members and the success of our nonprofit community. Thank you, thank you, thank you for making MPGC the hallmark that it is in Planned Giving.

I also have more great news to share with you. We are receiving a total of $8,000 in support for the Minnesota Planned Giving Council Conference and Leave a Legacy Minnesota Committee from the six Minnesota Initiative Foundations. These six foundations serve their region with unique grants, business loans, leadership programs and donor services in greater Minnesota.

We are so grateful for the Minnesota Initiative Foundation’s investment in our mission and the work we do. We are considering using this support to provide:

  • More Brisk Walk offerings in greater Minnesota
  • More scholarships and travel stipends for greater Minnesota organizations to send representatives to the 2019 MPGC Conference
  • More Legacy at Lunch webinars broadcast to any interested participants
  • Continuing CLU, CE and CFRE credit for recorded and soon to be broadcast webinars
  • Other programs and services we have yet to identify.

Have a great spring and all my best,

Tom Glass
Chair, Minnesota Planned Giving Council

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Save the Date! MPGC’s 43rd Annual Conference & Brisk Walk

MPGC Annual Conference

October 22, 2019
Brisk Walk Through the Basics

October 23 – 24, 2019
Annual Conference 

Metropolitan State University,
St. Paul, MN

An exciting group of plenary speakers is being finalized and will be announced in the coming weeks. At this year’s conference, we will be hearing from local philanthropists and national speakers that will inspire and provide a fresh take on philanthropy.

As in years past, the Brisk Walk Through the Basics will be offered on October 22 for those new to planned giving or those that need a refresher on the basics. 

New this year: Technical Skills Training will be held the afternoon of Oct 22.

Stay tuned for more details!

View photos from the 2018 Annual Conference.

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Save the Date for Upcoming Breakfast Meeting & Education Programs

MPGC May 2019 Breakfast Meeting and Education Program

Tuesday, May 7 at Town and Country

Program Theme:  A Significant Donor Has Died, Now What?
More details coming soon.

Please also save the following dates for our other upcoming 2019 programs:

  • July 9, 2019
  • September 10, 2019

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Leave a Legacy MN announces the spring Legacy Giving at Lunch Series

Donor Advised Funds: Your $110 Billion Best Friend

(Part 1 in the 3-Part Legacy Giving At Lunch Spring Discussion Series)

Tuesday April 30 at 12:00-1:00 pm (CDT)

Register NowView Full Details

Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. The recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”

Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because until now fundraisers have seen DAFs as competition for charitable dollars, rather than a gigantic source of potential donations. Let’s take a critical look at DAFs and discover exactly why I call them “Your $110 Billion Best Friend.”


Dana Holt

Dana J. Holt, JD RICP AEP, CEO & Philanthropic Strategist, HOLT Consulting

Dana 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-it's-kind coaching program, Turning Wealth Into What Matters™.

Gifts You May Have Never Considered: Accepting Crops, Cows, Cabins and More!

(Part 2 in the 3-Part Legacy Giving At Lunch Spring Discussion Series)

Tuesday May 14 at 12:00-1:00 pm (CDT)

Register NowView Full Details

In 2017, $1.85 trillion in assets changed hands through mergers and acquisitions. Private business owners (18.3 million Americans) represent a large portion of that transition, 79% of whom identify as philanthropic.  Donations of noncash assets such as real estate, tangible property and privately held stock have become assets donors commonly explore donating to charity.  This session will explore how to help business owners convert their illiquid interests into philanthropic capital.


Dana Holt

Eric Joranson, Senior Director of Development, Complex Assets, National Philanthropic Trust

Eric Joranson is the Senior Director of Development, Complex Assets for National Philanthropic Trust. Eric joined NPT in 2016. He is a former practicing attorney with 13 years of combined experience in advanced charitable planning and law practice. Eric has extensive technical experience helping donors contribute complex and illiquid assets, such as privately held stock, real estate, private equity and hedge fund interests. Eric obtained his juris doctor in 2006, graduating cum laude from Hamline University School of Law in St. Paul, Minnesota.

From the MPGC Development Committee

You can support MPGC through Sponsorships! MPGC relies on support from its members and allied professionals and organizations to continue the good work it does in educating and providing networking opportunities to its members and supporters. Sponsorships can be tailored to meet your 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!

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

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Gray Plant Mooty

Knowledge is Power Planned Gifts!

Are you or your office in need of planned giving 101? If so, the Minnesota Planned Giving Council’s A Brisk Walk Through the Basics of Planned Giving© was made for you. This enriching, one-day offering leads participants through the nuts and bolts of planned gift instruments. Each participant receives Craig Wruck's Planned Giving in a Nutshell to complement course instruction.

Participants will leave this seminar:

  • Understanding basic planned giving methods and their tax implications
  • Learning to identify which gift vehicle(s) work best for a particular donor
  • Hearing “best practices” from experienced planned gift officers and fellow participants

Choose the offering that works best for you, your schedule and your budget:

Brisk Walk Offering



Brisk Walk at the MPGC Annual Conference

October 2019

Early Registration: $200
Standard: $225

Brisk Walk at Your Location


$1,200; covers up to 20 participants (additional $45/person over 20)

Brisk Walk Online


Members: $295
Non-members: $325

To learn more about Brisk Walk or to sign up for a course, please visit the MPGC website.

Welcome, New Members!

Dena Degroat, Thrivent Financial

Tina Scheid, Dunwoody College of Technology

Karla Leitzman, Gustavus Adolphus College

Gregory Snider, Mayo Clinic

Beth Reissenweber, Augsburg University

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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:

Karla Healy |Chair | khealey@neighb.org
Alison E. Roberts, CFRE | alison.roberts@pinkyswear.org
Jennifer White | Editor | whit0559@umn.edu
Lynn Praska | lpraska@umn.edu
Helene Benitez | hbenitez@umn.edu
Andrew Tiebert | Andrew.Tiebert@childrensmn.org
Katrina Siebels | ksiebels@childrenscancer.org
Nadia Johnson Lisk | nlisk@mpr.org

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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 ©2019 Minnesota Planned Giving Council. All rights reserved.