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Tom Glass headshot

Tom Glass | Chair

Tom Glass is a Senior Major and Planned Giving Officer at St. Catherine University. Prior to joining St. Catherine University in 2017, he was the Director of Planned Giving at the University of St. Thomas. 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 Planned Giving Council, 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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Dana J. Holt headshot

Dana Holt | Chair Elect

Dana is the founder of HOLT Consulting where she guides charities, families, and financial advisors through complex charitable giving strategies. She is also the creator of Turning Wealth Into What Matters™ - a Strategic Growth Coaching Program for Fundraisers and Professional Advisors.

Dana spent four years as an Advanced Planning Consultant at a Fortune 500 financial services company. There she guided and educated financial advisors from coast to coast through complex client matters such as tax planning, charitable giving, estate planning, real estate, social security and beyond.

Dana honed her charitable planning experience during her nine years as a Charitable Gift Planner at InFaith Community Foundation (formerly Lutheran Community Foundation). There she helped to facilitate hundreds of planned gifts using everything from cash to crops to cows, real estate, royalties, and more.

Dana began her professional career as an estate planning attorney in the Twin Cities. She graduated from Mitchell Hamline School of Law and Southern Illinois University. She lives in Lauderdale, MN with her two retired racing greyhounds.

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Ben Webster headshot

Ben Webster | Treasurer

Ben Webster is a Planned Giving Officer with the University of Minnesota Foundation. Ben’s specialties include working with gifts of real estate, land, life insurance, and other non-cash assets. In addition, Ben provides planned giving support to several medical and health areas, the College of Liberal Arts, University Wide Scholarships, the U of M Libraries, and the Weisman Art Museum, among others. Ben is a graduate of the University of Minnesota and 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 Planned Giving Council 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 his stand up paddleboard. Ben resides in Rosemount, MN, with his wife Kelly and two young sons, Finn and Noah.

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Juliana Sellers headshot

Juliana Sellers | Secretary

Juliana Sellers is the Foundation Manager for the Jewish Community Foundation of the Minneapolis Jewish Federation and coordinator for the It's Your Legacy program.  It's Your Legacy is funded in partnership with the Harold Grinspoon Foundation's LIFE & LEGACY™ Program.  Through this initiative, Juliana encourages and advises on legacy and planned giving efforts and provides training for 28+ Jewish agencies in the Twin Cities.  Juliana has also been 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 MPGC annual conference.  

Juliana's husband, Jacob, is a partner with Burnick Lifson, P.A. 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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Marie Ruzek headshot

Marie Ruzek | Past Chair

Marie Ruzek serves as Vice President and Philanthropic Specialist for Wells Fargo Philanthropic Services within The Private Bank. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.

Ms. Ruzek helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, estate planning, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. She collaborates with her clients and their other advisors to leverage their resources to maximize the impact of their philanthropic activities.

Prior to joining Wells Fargo, Ms. Ruzek worked in the nonprofit sector for 20 years, most recently at Greater Twin Cities United Way for three years, where she was the Director of Planned Giving and Endowment. Her background includes experience in healthcare, higher education, and human services philanthropy.

Ms. Ruzek earned a Bachelor of Arts in Business Administration from Concordia College, Moorhead, MN, and a Juris Doctor from Mitchell Hamline School of Law, St. Paul, MN. She hold the Certified Fund Raising Executive designation and is also the Chair of the Minnesota Planned Giving Council and a member of the Nonprofit Financial Group, Twin Cities Estate Planning Council, MN Women Lawyers, National Association of Charitable Gift Planners, and Leave a Legacy Minnesota.
When not promoting philanthropy, Ms. Ruzek spends time with her husband and two sons at their home in Shoreview, MN. She enjoys yoga, reading, cooking, baking, eating, and getting together with friends.

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Greg Diehl

Greg Diehl | 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.

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Missy Dreckman

Missy Dreckman | At-Large Board Member

Missy Dreckman is the Executive Director at New Ulm Medical Center, part of Allina Health. Missy’s past experience in nonprofit work as a volunteer coordinator in the clinic, hospital and hospice setting inspired her work in Planning Giving.

Missy is a confident, energetic, passionate and dedicated professional who is donor centered. Missy enjoys the wonderful relationships she has made with so many people through her work in philanthropy and volunteering. Missy is a great communicator, leader and volunteer and supports many organizations in her hometown of New Ulm and the surrounding area.

Missy is skilled in Major Gifts, Campaigns, Planned Giving, Staff Development & Engagement, Volunteer Training and Management, Strategic Initiatives, Event Planning and Program Evaluation. Missy is a past board member of Kiwanis – New Ulm, ISD #88 Foundation and most recently served as a Mayoral Campaign Co-Chair for New Ulm in the 2018 election. She currently serves on an event planning committee for the New Ulm Chamber of Commerce and is an active volunteer in the New Ulm and Sleepy Eye communities – sharing the importance of volunteering with her children.

Missy is married to Scott who is owns a JP Plumbing and Heating, Next Level Services a landscape and concrete business and has his real estate license. Missy and Scott have 3 children and live in rural Sleepy Eye.

Missy is inspired in offering resources to rural healthcare through her advocacy on the Minnesota Planned Giving Council. Missy is currently working with the New Ulm community in creating a Leave a Legacy New Ulm Chapter.

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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 Planned Giving Council in 2019, Chair of the MPGC 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 Dodge Nature Center as development director in 2016 and is excited to be connecting people to Dodge’s mission of providing exceptional experiences in nature through environmental education. At Dodge she leads a team of three and directs all development, fundraising and marketing for the nature center—and because you never know what a day at the nature center will bring, sometimes even loading siding that was donated. She has been doing development work for 20 years with a focus on individual giving and events. Prior to Dodge Nature Center, Rachel held development roles at 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 MPGC 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 boyfriend, Giovann, and his two sons. In addition to the MPGC board, she is a member of and serves on the board of the West St. Paul-Mendota Heights Rotary and volunteers with the College of Liberal Arts at the U of M, including the CLA Alumni Community Leadership Team.

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Jay Kautt headshot

Jay Kautt | At-Large Board Member

Jay Kautt serves as Advanced Sales Counsel at Securian Financial Group in St. Paul, MN.  In this role he assists Securian Advisors and Wholesalers with tax and estate planning cases for Securian clients.  Jay also travels and gives presentations to Securian Advisor groups and other business partners on topics ranging from retirement planning to business succession planning to Social Security claiming strategies.  Jay has a diverse background that includes practicing estate planning and real estate law and time as a Financial Advisor.

Prior to joining Securian in 2017, Jay most recently spent seven years as a Planned Giving Officer with the University of Minnesota Foundation. Jay's specialties included working with gifts of real estate and life insurance that benefit the University of Minnesota. In addition, Jay provided Planned Giving Support to several medical corridors and colleges at the University.

Jay graduated from Luther College in Decorah, Iowa in 1998 and William Mitchell College of Law in 2005. He is a native of St. Peter, Minnesota, and currently resides in Lakeville, MN with his wife and two daughters.

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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 81 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. Prior to this, Linne worked as a senior horticulture sales consultant for 20+ years. Linne achieved a Fundraising Certificate at the University of St. Thomas and earned her Certified Fund Raising Executive, CFRE, in 2017.

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Erin McGlynn

Erin McGlynn | At-Large Board Member

Erin is the Director of Estate and Gift Planning for the American Cancer Society, Inc., covering the State of Minnesota.   She was recently transferred from California, where she covered the San Francisco Bay Area.  She is responsible for building and stewarding relationships with donors and with estate and financial planning professionals to provide information about the ACS’s programs and services pertaining to cancer control. She coordinates suggestions for planned giving vehicles in efforts to facilitate constituent desires to put an end to cancer as a major health concern.

Erin brings over six years of charitable gift planning experience and over a dozen years in the non-profit arena. She was named ACS’s Regional and National Planned Giving Rookie of the year for 2013.  She was named both Regional and National “Summit Award” Winner in 2017.

Prior to her role at ACS, Erin worked in the Silicon Valley with several High-Tech companies.  Erin volunteered for several Bay Area Non-profits, including Contra Costa Interfaith Housing, St. Vincent’s Day Home and the Lindsay Wildlife Museum.

Erin served on the board for the East Bay Estate Planning Council.  She was also a member of the Diablo Valley and Tri Valley Estate Planning Councils, the Northern California Planned Giving Council, as well as the East Bay Trust and Estate Lawyer Association.  Erin was very active in the Oakland Rotary.  Erin plans to get involved with the Twin Cities Estate Planning Council and the Minneapolis Planned Giving Council.

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Sheryl Morrison headshot

Sheryl Morrison | At-Large Board Member

For almost 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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Jennifer Nelson headshot

Jennifer Nelson, SMIF | At-Large Board Member

As part of Southern Minnesota Initiative Foundation’s (SMIF) leadership team, Jennifer Nelson directs the fundraising and communications efforts to increase awareness and financial support for SMIF. Nelson started her career in 1999 at the Foundation and became part of the leadership team in 2012.

Nelson has extensive knowledge and experience in fund development, donor stewardship and communications.  She builds strong partnerships — both internal and external to further the mission of the Foundation and works closely with staff, board and partners to steadily increase program and endowment funds for SMIF as well as support the Affiliate Fund program focused on the growth of financial resources for communities utilizing the Foundation’s 501(c)(3). In recent years, she launched additional programming for SMIF – a farmland retention program and a planned giving platform on SMIF's website. Nelson also played an integral role in the next strategic plan as well as the Foundation’s rebranding effort.

Nelson holds a bachelor’s degree in English and Spanish from St. Olaf College, Northfield, Minn. She is a graduate of the Blandin Community Leadership Program and Brisk Walk Through The Basics, as well as completed course work in grant writing through Indiana University Center of Philanthropy Fund Raising School. She is a member of Leave A Legacy – Mankato as well as a steering committee member for the statewide Leave A Legacy group since 2016.

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Anne Rodenberg headshot

Anne Rodenberg | At-Large Board Member

Anne Rodenberg is the Major and Planned Gift Officer at Second Harvest Heartland, one of the country’s largest food banks. In this role, she leads efforts to develop and implement a planned giving program to proactively attract planned gifts and steward legacy donors. She has 20 years of experience leading communications strategies in support of development goals at nonprofits including the Catholic Community Foundation, WomenVenture and Dunwoody College of Technology. Anne has a B.A. in journalism from UW-Eau Claire, and will complete her Master of Arts in Leadership at Augsburg College in May 2016. She serves on marketing and development committees at Metro Area Meals on Wheels, Loyola Spirituality Center, and St. Odilia School. She is married to Jeff, a visual artist; they live in Shoreview with their very fun 8-year-old twins, Sara and Aaron.

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Bethel M. Ruest headshot

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

Bethel M. Ruest, M.B.A., serves as gift planning administrator for the Office of Gift Planning, Department of Development, at Mayo Clinic in Rochester, Minnesota. She leads the gift administration efforts for Mayo Clinic’s benefactors and friends living across the United States.
Working with our team of gift planning officers, she strategically creates and implements planned gifts and helps benefactors achieve their philanthropic goals using real estate and other noncash assets.

Ms. Ruest has been employed by Mayo Clinic for 21 years. Previously she worked for Washington County, Wisconsin as an accounting manager, and for Strong Funds (Wells Fargo Advisors), as an accountant.

She received her bachelor’s degree from University of Wisconsin-Stout, and her Master of Business Administration degree from University of Wisconsin-Whitewater.

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Anne Walters

Anne Walters | At-Large Board Member

Anne Walters is the Chief Development Officer with Girl Scouts of Minnesota and Wisconsin River Valleys, the non-profit that serves 30,000 girls in southern Minnesota and western Wisconsin and supports 10,000 volunteers.

Anne comes to Girl Scouts after working at the College of Saint Benedict as a senior development officer, where she secured major and planned gifts for the college’s $100 million Illuminating Lives capital campaign. Prior to this, Anne served as the development director for the statewide Habitat for Humanity of Minnesota organization and in the roles of development director and interim executive director at Central Minnesota Habitat for Humanity. Anne has 15 years of fundraising experience and her background includes building programs for major and planned gifts, corporate and foundation giving, alumnae relations, special events, and board engagement with fundraising.

Anne is an alumna of the College of Saint Benedict and she also earned her certificate in fundraising management from the Lilly Family School of Philanthropy at Indiana University.

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more Calendar

10/22/2019 » 10/24/2019
MPGC 43rd Annual Conference & Brisk Walk

Premier Annual Sponsor

MIF

Benefiting Sponsor

Crescendo

Supporting Sponsors

Charitable Services

Charitable Services

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