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Dana J. Holt headshot

Dana Holt, JD, RICP, AEP® , CAP® |Chair

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. 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. 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, online training program, Turning Wealth Into What Matters™. Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She serves as Chair of the Minnesota Gift Planning Association and is an avid gardener at her home in the Twin Cities where she lives with her two retired racing greyhounds.

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Juliana Sellers headshot

Juliana Sellers | Chair Elect

Juliana Sellers is the Foundation Director at Temple Isreal, and formerly the Director of Advancement at The Bakken Museum. She has also been the Foundation Manager for the Jewish Community Foundation of the Minneapolis Jewish Federation, coordinator for the It's Your Legacy program, and director of development at Hillel at the University of Minnesota. Prior to this role, Juliana had guided the creation of and consulted for the MN Veterans 4 Veterans Trust Fund, which provides grants to organizations that empower Minnesota Veterans to integrate successfully into civilian life.  Juliana started her professional career as a Trust Officer and Charitable Consultant with the Wells Fargo Charitable Management group.  In this role, she had the opportunity to work with several private foundations and planned giving offices across the country.  

Juliana has been a board member of the Minneapolis Chapter of Hadassah, President of the Young Women's group (Neshama) of the Minneapolis Chapter of Hadassah and recipient of the Hadassah Leadership Award.  She has also been a board member of Corporate Fiduciaries and a member of the Wells Fargo Community Funding Council.  Juliana enjoys involvement with the the Minnesota Planned Giving Council, has served on its board and is past co-chair of the MGPA annual conference.  

Juliana's husband, Jacob, is a partner with Greenstein Sellers PLLC, Law Firm. They have two boys at the Heilicher Minneapolis Jewish Day School.  When Juliana has time, she enjoys knitting, volunteering in the school library and teaching the Art Adventures Program.

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Ben Webster headshot

Ben Webster | Treasurer

Ben Webster is a Senior Planned Giving Officer with the University of Minnesota Foundation, providing planned giving support to many of the University's medicine and health areas. Ben’s specialties include working with gifts of real estate and other non-cash assets. Ben received his BA from the University of Minnesota's College of Liberal Arts and his JD from Mitchell Hamline College of Law.

Prior to joining the U of M Foundation, Ben worked as a philanthropic advisor at U.S. Bank’s Charitable Services Group and also worked as an attorney in private practice in the area of family law. He serves on the Board of Directors of the Minnesota Gift Planning Association and also the Glenn Senior Living Communities. In his free time, he enjoys playing golf, spending weekends up north with family, and exploring the area lakes on a stand up paddleboard. Ben resides in Rosemount, MN, with his wife and two young sons.

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Joe Tiegs headshotJoe Tiegs|Secretary

Joe is President and owner of the consulting firm Generoworks LLC (generoworks.com), specializing in planned giving, values-based estate planning, and family philanthropic advising. Among his roles as a consultant, Joe is a Vice President and representative of Thompson & Associates. Until making consulting his full-time occupation in 2019, Joe was the Planned Giving Director at Minnesota Public Radio and American Public Media in St. Paul, Minnesota. Prior to that, he worked as Associate Director of Advancement at the University of Minnesota Law School, as a Planned Giving Officer at the University of Minnesota Foundation, and as an estate planning attorney at Dorsey & Whitney LLP in Minneapolis.

Joe is a regular presenter for MGPA and other organizations, including several years as presenter of A Brisk Walk Through the Basics. Joe has been involved with MGPA since 2005, and previously served two terms on the Board of Directors from 2008-13. He’s been a member of the Conference Committee (Sponsorship Chair), Finance Committee (Chair and MGPA Treasurer), Membership Committee (Chair), Brisk Walk Committee, and currently the Hargroves Mentorship Program (Co-Chair). Joe serves as the national Planned Giving Advisor for Greater Public and facilitator of its Legacy Leaders cohort. Joe served for several years on the Governing Council and the Legislation Committee of the Minnesota State Bar Association’s Probate & Trust Law Section, and was a member of the MSBA joint Task Force evaluating and making recommendations for adoption of Minnesota’s version of UPMIFA. He earned his B.A. in Political Science and Sociology (Thesis with Distinction) from Northwestern University in Evanston, Illinois, and his J.D. (cum laude) from the University of Minnesota Law School in Minneapolis, Minnesota.

Joe loves people, music, cooking, wine and beer, sports (especially college football and basketball), reading, learning, camping and hiking, photography, cards and other games, humor, spending time with his family, and anything having to do with being on the water.

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Tom Glass headshot

Tom Glass| Past Chair

Tom Glass is the National Development Director at Saint Paul's Outreach. Prior to joining Saint Paul's Outreach, he was the Senior Major and Planned Giving Officer at St. Catherine University. Tom was a partner in the financial services firm of Deegan & Glass, LLC. The firm provided specialized wealth management and estate planning for affluent individuals and corporations. He is a frequent speaker on charitable planning and family wealth management. Tom has extensive experience serving in a leadership capacity on many nonprofit boards. He is currently serving on the Edina Tax Referendum Committee, the Social Justice Board at St. Patrick’s Church in Edina, and the Board of Directors for the Minnesota Gift Planning Association, where he also serves on the Program and Education committees. A native of Saint Paul, Minnesota, Tom resides with his wife CoCo and four children in Edina, Minnesota.

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Cindy Aegerter, CFRE | At-Large Board Member

Cindy Aegerter serves as Senior Gift Planner and has been of the Charitable Giving Services team at InFaith Community Foundation since 2004. In her role as Gift Planner, Cindy consults with donors and their financial advisors to develop giving solutions that meet their charitable and financial goals. In addition, she works with churches and faith-based nonprofits that hold their endowments at Infaith to educate their supporters and promote planned giving. 

Cindy is a graduate of the University of Oregon, School of Journalism, and worked in public relations prior to moving into the nonprofit sector. Cindy is a member of the Minnesota Planned Giving Council and ALDE and has received certification as a Certified Fund Raising Executive from CFRE International. She serves on the Board of Simpson Housing Services, whose mission is to house, support and advocate for people experiencing homelessness. Cindy lives in Minneapolis and is active in her neighborhood association. 

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Julianne Amendola headshotJulianne Amendola | At-Large Board Member

Julianne has more than 25 years experience managing fundraising, communications, and marketing efforts for non-profit organizations. She began her career in public broadcasting, leading membership fundraising at WBUR, Boston, the city’s flagship NPR news station. She served as Vice President of Marketing and Development at Nashville Public Radio, overseeing major and planned giving, corporate relations, communications, media relations, and new media.

She then served as Director of National Services at DEI, a Minneapolis-based organization supporting the fundraising and marketing needs of public broadcasting stations nationwide, where she led the development and distribution of leading-edge fundraising software and services, and consulted with stations on fundraising practices.

She joined the Minneapolis Institute of Art in 2003, and as Chief Advancement Officer, works  directly with high-level individual and institutional donors, and manages a 15-person team of professionals across major and planned giving, grants and sponsorship, membership, donor relations, and operations. Together they help generate more than $11 million annually toward museum operations, accessions, and strategic needs.

Dena DeGroat headshotDena DeGroat| At-Large Board Member

Dena DeGroat is a Financial Consultant with Thrivent Financial with more than 20 years’ experience and is passionate about guiding individuals and families as they plan for their financial future.
 
During her previous career as a social worker in the community-based long-term care setting, Dena consistently witnessed people’s lives being negatively impacted by preventable financial disasters. It dawned on her that financial professionals are uniquely positioned to help people avoid these types of crises. This realization led her to a career in the financial services industry where she’s able to help people navigate financial choices, maximize and protect their assets, and guide them on their journey to a confident retirement. Dena loves working with Thrivent and connects personally with its values of helping people reach financial clarity and live meaningful, generous lives.

Giving back is something Dena holds close to her heart and is why she chose to join the board of the Minnesota Gift Planning Association. The impact that money and resources can have on the world is important to her. She believes that humanity can find great contentment in sharing and joyfully giving.
 
Dena lives in New Brighton with Gary and is mom to two young men, Isaac and Ben. In her free time, she enjoys music, dancing, biking, improv and being outdoors (especially during patio season!).
 

Greg Diehl

Greg Diehl, CAP® | At-Large Board Member

As Development Officer for the Fargo-Moorhead Area Foundation, Greg is responsible for developing new and existing funds and oversees donor relations and services. Greg has presented on the subject of charitable giving strategies and solutions to the ND Association of Nonprofit Organizations, the AFP Northern Plains Region, Merrill Lynch, Morgan Stanley, Edward Jones, and for the FM Area Foundation Nonprofit Learning Series. In 2018, Greg earned the Chartered Advisor in Philanthropy designation from The American College of Financial Services.

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Karla Healey

Karla Healey | At-Large Board Member

Karla leads Leadership Giving overseeing fundraising and sponsorship efforts for Neighborhood House, the non-profit providing over 14,000 immigrants, refugees and others in the community the resources to make pathways out of poverty. She has over 15 years experience in nonprofit organizations including membership, industry relations, event planning, board development, sponsorship and fundraising in Chicago, Detroit and the Twin Cities. Her passion is connecting people with the joy of giving.    

Karla is an incoming board member of Minnesota Gift Planning Association in 2019, Chair of the MGPA Communications Committee and was part of the inaugural year of Hargroves Mentorship Program, She holds a Bachelor of Arts in Public Relations and Political Science from University of Wisconsin- Eau Claire. She resides in Bloomington and loves to travel and entertain with her husband Dale.

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Rachel Hughes

Rachel Hughes | At-Large Board Member

Rachel joined Metropolitan State University as a development officer in 2020 and focuses on planned and major gifts. She is excited to work at a university focused on lifelong learning and innovative student-centered programs that enable students from diverse backgrounds to achieve their educational goals. Prior to Metro State, Rachel held development roles at Dodge Nature Center, National Multiple Sclerosis Society, Center for Victims of Torture and Catholic Charities. She has appreciated the opportunity to learn about many perspectives and stakeholders through these varying missions.

Rachel has been a MGPA member since 2010 and is chair of the membership committee. A Twin Cities native, she holds a Bachelor of Arts in History from the University of Minnesota. She loves traveling, enjoying the great parks and trails that Minnesota has to offer, and spending time with friends, family and her fiancé, Giovann, and his two sons.

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Jay Kautt | At-Large Board Member

In his role as advanced sales counsel, Jay assists financial professionals, wholesalers and channel partners with beneficiary, tax and estate planning inquiries. He is a key resource for our external and internal annuity wholesalers. Jay also travels and presents to Securian Financial firms and other business partners on topics including Social Security claiming strategies, retirement solutions, IRA beneficiary strategies, the Tax Cuts and Jobs Act, SECURE Act, CARES Act and charitable planning.

Jay’s diverse background includes practicing estate planning and real estate law and working as a financial professional. Prior to joining the company in 2017, Jay spent seven years as a Planned Giving Officer with the University of Minnesota Foundation where he specialized in working with gifts of real estate and life insurance.

Jay earned his Bachelor of Arts in political science and communications from Luther College and his Juris Doctor from William Mitchell College of Law. He has also earned his Series 7 securities registration. He is an active supporter of the local community, and serves on the Minnesota Gift Planning Association board of directors.

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Linne Lemke

Linne Lemke | At-Large Board Member

Linne Lemke is a Major Gift Officer with Second Harvest Heartland, one of the country’s largest food banks that serves 532,000 people each year through community partnerships. Last year Second Harvest Heartland provided more than 110 million meals to nearly 1,000 food shelves, pantries and other partner programs serving 59 counties in Minnesota and western Wisconsin. Linne comes to Second Harvest Heartland after working at Angel Foundation as a Corporate and Community Philanthropy Director. Linne achieved her CFRE, Certified Fund Raising Executive, from the University of St. Thomas.

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Sheryl Morrison headshot

Sheryl Morrison | At-Large Board Member

For more than 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 creation and administration of charitable trusts 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 ongoing family management of assets, including wills, revocable and irrevocable trusts, generation-skipping trusts, charitable trusts and corporations, grantor trusts, and GRATs and QPRTs. Her experience enables her to advise clients about the many issues affecting the administration and operation of their trusts, estates, and businesses, including business succession planning strategies.

Sheryl’s practice also focuses on philanthropy planning through creating, qualification, and operation 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.

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Matt Musel headshotMatt Musel| At-Large Board Member

Matt Musel is Director of Major and Planned Gifts at Saint Mary’s University (Winona-Rochester-Minneapolis). Prior to this position, Matt served as co-leader the Masters of Advocacy and Political Leadership (MAPL) at Metropolitan State University. Matt also managed the major gifts team at the Minnesota Historical Society and he was a the Chief Development Officer for the University of Minnesota Extension. He frequently teaches including a graduate course in Fundraising for Advocacy and an annual Free Fundraising training. Matt coaches and leads political campaigns and helped found non-profits including Navigate, the Minnesota Immigrant Freedom Network and the Kibera Girls Soccer Academy Foundation. Raised in Faribault, Minnesota, Matt resides in Winona.

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Anne Rodenberg headshot

Anne Rodenberg | At-Large Board Member

Anne Rodenberg is the Director of Individual Giving at the Amherst H. Wilder Foundation in St. Paul. In this role, she leads efforts to engage individual donors whose charitable intentions support the well-being of families, children and seniors in the East Metro.

Anne has 25 years of experience in strategic communications and major and planned gifts work, and loves hearing the stories behind donor’s gifts. She has worked at Second Harvest Heartland, Relate Counseling Center, Catholic Community Foundation, WomenVenture and Dunwoody College of Technology.

Anne holds a Master’s in Leadership from Augsburg University and a B.A. in journalism from UW-Eau Claire. She serves on the Boards of the Minnesota Gift Planning Association and Metro Meals on Wheels, lives in Shoreview with her husband, Jeff, and their 13-year-old twins, Sara and Aaron.

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Bethel M. Ruest, M.B.A. | At-Large Board Member

Bethel serves as Senior Philanthropic Advisor for Catholic Community Foundation of Minnesota.  She helps individuals and families establish and realize their philanthropic goals while making meaningful impact in their communities.  She is an expert at identifying strategic, creative and tax-advantaged gift solutions.  Her background includes various roles in development at Mayo Clinic, most recently as Assistant Director of Gift Planning.

Bethel holds an MBA from the University of Wisconsin-Whitewater and a Bachelor of Science in Business Administration from the University of Wisconsin-Stout.  She serves on the Board of Directors and Conference Committee for the Minnesota Gift Planning Association.

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Tel: (952) 564-3046 | Fax: (952) 252-8096
Email: office@mnpgc.org

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