Winter 2019
Issue 9 |Vol. 1

The Source is published quarterly by the Minnesota Planned Giving Council

Connect with your colleagues through LinkedIn

The Minnesota Planned Giving Council group is a great way to share news, job postings and reach other members.

Get Connected

MPGC Happy Hour

Wednesday, February 13, 2019

Connect with colleagues and visit MPGC member site, Catholic Charities. Refreshments and light fare provided.

RSVP by February 8 to:
Denise Fosse

Take action:
Come to an event!

View MPGC Events

Find a new career

MPGC Career Center

Premier Annual Sponsor

Benefiting Sponsor

Supporting Sponsor


Message from the Chair

Tom Glass

I am so honored to serve as Chair of the Minnesota Planned Giving Council. As Minnesotans, we pride ourselves on being hearty souls. No polar vortex is going to take us down.  But we are also known for being a state that holds Philanthropy in the highest regard.  The missions of our state's nonprofit organizations are extraordinary. From health care, to cure, to education, social services, poverty, the arts, environment, religious organizations, the list goes on and on. Each organization is deserving of funding and philanthropic strategies to help execute their mission.

The beautiful thing about MPGC, and what makes me proud that I am a member, is that we exist to help support, develop and train our members who professionally work in those nonprofits or work with companies that help drive our mission work.  I invite you to attend one of our networking events to experience the strong professionals who are running our state's planned giving programs and share a best practices idea or a great planned giving success story.  

We have a great year planned for our members -  breakfast meetings, educational breakout sessions, webinars, Brisk Walk presentations, a top notch Fall conference and the expertise and depth of knowledge from working and networking with seasoned professionals.

I invite you to bring a friend to an event or ask someone to join MPGC.  Most importantly, thank you for being a member of MPGC and for supporting our wonderful and important mission driven nonprofit communities and making the world a better place.

Thanks again, stay warm,

Tom Glass
Chair, Minnesota Planned Giving Council

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MPGC 2019 Annual Conference – Save the Date!

MPGC Annual Conference

October 22, 2019
Brisk Walk Through the Basics

October 23 – 24, 2019
Annual Conference 

Metropolitan State University, St. Paul, MN

A huge THANK YOU to our 2018 MPGC Annual Conference attendees, presenters, sponsors, committee members and volunteers, who made "Philanthropy in Practice" a success! 

This is what 2018 attendees had to say: 

"I really loved being at a member institution - Metro State was a great host - very helpful volunteers, and the facilities were really comfortable. Loved walking outside throughout the day, but also knowing there were inside options available as well. Well done to all!"

"Something for every level is offered. The new location is good. Everyone did a first-class job on helping people adapt to a new facility. Parking was convenient and close and FREE."

"Loved it! This was professionally run, afforded me great networking opportunities, and provided me with outstanding information to help me grow in my professional role. Thank you MPCG."

Thank you for all of the feedback. We are already hard at work on the 2019 conference, and appreciate your help in making this year’s conference even better! 

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Upcoming Breakfast Meeting & Education Programs

MPGC March 2019 Breakfast Meeting and Education Program

March 5, 2019 | 7:30 –  11:00 AM

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! 


Dana Holt

Dana J. Holt, JD AEP, HOLT Consulting


Jon Pratt Jeremy Wells Stephanie Donley

Jon PrattMinnesota Council of Nonprofits

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

Stephanie Donley, J.D., The Minneapolis Foundation

Education Program

Gifting of a 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.

Speaker Details Coming Soon

Register online »

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

  • May 7, 2019
  • July 9, 2019
  • September 10, 2019

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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 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.

New Research Shows Nonprofit Transparency Matters

by Jacob Harold

New research supports what we at GuideStar have long believed: (1) donors give more to transparent nonprofits and (2) transparent organizations tend to be stronger organizations. The research, recently published in the Journal of Accounting, Auditing & Finance, offers nonprofit leaders a powerful set of insights. Professors Erica Harris of Villanova University and Dan Neely of the University of Wisconsin-Milwaukee analyzed more than 6,300 nonprofits in the GuideStar database. (They selected these organizations from an initial set of 14,000.) They found that as a group, nonprofits that earned a GuideStar Seal of Transparency averaged 53 percent more in contributions the following year compared to organizations that didn’t earn a Seal. 

Read the Full Blog Post

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Congratulations to the Schroeder Award 2018 Recipient: Frank Robertson

Starting as a planned giving officer at the University of Minnesota Foundation in 1997, Frank served as UMF’s Director of Planned Giving during one of its most successful decades, from 2005-2015. In that capacity, he trained, mentored, and managed many of those who later became leaders in MPGC. Frank holds the distinction of having managed at least three past MPGC Board Chairs (Susan Hommes, Jane Goodnight, and Lynn Praska), and has worked with other past Board Chairs, Craig Wruck, Gary Hargoves, Jan Sickbert, Richard Olson, and Tricia Bunten. He has volunteered in a variety of ways with MPGC during his career and, after retiring, Frank became a mentor through MPGC’s Gary G. Hargroves Mentorship Program.

Frank has worked with countless planned gift donors personally to help them realize their philanthropic wishes, helping facilitate planned gifts of individual and aggregate size that would impress any person in nonprofit development. Moreover, Frank never has been one to seek attention. Instead, his leadership by excellent management of a world-class planned giving program, by personal example, and by individual mentorship quietly has influenced at least a generation of planned giving professionals in Minnesota and continues to leave a legacy across the state and beyond.

Before entering the development world, Frank – a graduate from the University of Nebraska-Omaha (bachelor’s degree) and University of Iowa (master’s degree) – served 25 years on active duty as a U.S. Army officer, retiring as a lieutenant colonel.

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Clinton A. Schroeder Distinguished Service Award

Frank RobertsonEstablished in 2008 to honor Clinton Schroeder’s contributions to the planned giving community, this award recognizes the accomplishments of an outstanding gift planning professional who has also helped define this field. With Mr. Schroeder as the first recipient in 2008, past recipients include:

2008 Clinton Schroeder
2009 Gary Hargroves
2010 Robert Evenson (awarded posthumously, created Brisk Walk program & bequeathed it to MPGC)
2011 Craig Wruck
Award 2012 Susan Dunlop
2013 Phil Brain (awarded posthumously)
2014 Bob Golberg
2015 Dayton Hultgren
2016 Robert Harding
2017 Thomas J. Wesely
2018  Frank Robertson

To learn more about this prestigious award and to start the nomination process, visit our website. Nominations are due September 14. Nominations submitted in previous years are eligible for consideration.

Welcome, New Members!

Sonja Greenwaldt, The Salvation Army
Kendra Brown, The Salvation Army
Brian Shult, St. Croix Lutheran Academy
Sara Shaw Meyer, Girl Scouts River Valleys
Anita Rieder, Mayo Clinic
Derek Groves, Essentia Health Foundation
George Scalia, HD Vest Advisory Services
Bob Wertz, (formerly) Bethlehem Lutheran Church Twin Cities

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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 |
Alison E. Roberts, CFRE |
Jennifer White | Editor |
Lynn Praska |
Helene Benitez |
Andrew Tiebert |
Katrina Siebels |
Nadia Johnson Lisk |

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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.