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Committees

Program | Brisk Walk | Conference | Membership Development, Involvement, and Ethical Practices | Finance and Fund Development | Communications | LEAVE A LEGACY® and Regional Involvement

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Communications Committee

Contact:
Alison Roberts
Children's Cancer Research Fund
(952) 224-4151

Charge:

  • Provide consistent, effective communication of Council activities and mission to internal and external community.
  • Conduct communication audit and develop and recommend long-term plan for the Council.
  • Promote ethical practices and compliance with the Model Standards of Practice for the Charitable Gift Planner of the Partnership for Philanthropic Planning.

Description:

  • Conduct communications audit and develop and recommend long-term communication plan for Council.
  • Develop and implement the Council's Web site and continually monitor for content and maintenance.
  • Develop, write, and distribute a member e-newsletter.
  • Promote the Model Standards of Practice for the Charitable Gift Planner.
  • Develop expense and income budgets for these programs and manage the programs within the approved budget.

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Conference Committee

Contact:
Jacob LaCroix,
Allina Health – United Hospital Foundation
(651) 343-3312

Charge:

  • Coordinate the annual Minnesota Planned Giving Conference.
  • Promote ethical practices and compliance with the Model Standards of Practice for the Charitable Gift Planner of the Partnership for Philanthropic Planning.

Description:

  • Plan and carry out the annual Minnesota Planned Giving Conference.
  • Incorporate ethical practices and compliance with the Model Standards of Practice for the Charitable Gift Planner of the Partnership for Philanthropic Planning into programming.
  • Plan and carry out balanced programming at the conference to meet the needs of the Council's membership.
  • Develop expense and income budgets for the conference and manage the conference within the approved budget.

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Finance and Fund Development Committee

Contact:
Co-Chair Inez Bergquist
St. Mark's Episcopal Cathedral
(651) 260-6312

Co-Chair Sheryl Morrison, JD, FCEP
Gray Plant Mooty
(612) 632-3376

Charge:

  • Adequately preserve and protect the financial interest of the Minnesota Planned Giving Council.
  • Prepare an annual budget for the Council.
  • Provide other advice and services concerning the financial affairs of the Council

Description:

  • Prepare and manage the budget of the Council.
  • Develop and implement a program to establish and manage long term investments for the Council.
  • Coordinate and manage the sponsorship and fund-raising efforts of the Council.
    Develop a long-term fund-raising and development program for the Council.

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LEAVE A LEGACY® and Regional Involvement Committee

Contact:
Scott Nelson
Director Gift Planning
Benedictine Health System
Office (651) 259-6258

Charge:

  • Adequately preserve and protect the financial interest of the Minnesota Planned Giving Council.
  • Coordinate Programming with Regional Leave A Legacy Chapters Pursuant to Guidance from Partnership for Philanthropic Planning.

Description:

  • Provide resources for donors, legal and financial advisors, donors and nonprofit organizations to promote planned gifts to support charitable missions across Minnesota.
  • Coordinate Programming with regional Leave A Legacy Chapters.
  • The committee promotes, produces and records six webinars each year with content to assist emerging nonprofit organizations to pursue planned gifts.
  • The committee builds and maintains a robust website.
  • The committee actively works with partner organizations and Leave A Legacy Chapters to strengthen their efforts to gain charitable support.
  • Promote the Model Standards of Practice for the Charitable Gift Planner.
  • Develop expense and income budgets for these programs and manage the programs within the approved budget.

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Membership Development, Involvement, and Ethical Practices Committee

Contact:
Denise Fosse
Senior Manager of Planned Giving
Catholic Charities of St. Paul and Minneapolis
612-204-8529

Charge:

  • Promote and encourage new and renewal membership.
  • Be responsible for member services and liaison.
  • Promote ethical practices and compliance with the Model Standards of Practice for the Charitable Gift Planner of the Partnership for Philanthropic Planning.
  • Promote and encourage active participation of council members.

Description:

  • Promote and encourage new and renewal membership in the Council, including recruitment of new members from areas that are underrepresented.
  • Develop and implement a plan to regularly survey the membership to ascertain their needs and evaluate the success of the Council in meeting those needs.
  • Promote the Model Standards of Practice for the Charitable Gift Planner and require a pledge of compliance by members.
  • Develop expense and income budgets for these programs and manage the programs within the approved budget.

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Program Committee

Contact:
Anne Walters
Girl Scouts River Valleys
(651) 251-1250

Charge:

  • To deliver quality educational programs that promote learning in the philanthropic and planned giving sector for MPGC members and guests.
  • Promote ethical practices and compliance with the Model Standards of Practice for the Charitable Gift Planner of the Partnership for Philanthropic Planning.

Description:

  • Plan and carry out five programs for the Council ensuring they provide substantive educational opportunities for current and prospective members, professional advisors and other philanthropic leaders.
  • Plan and carry out balanced programming to meet the needs of the new and the advanced gift planner.
  • Develop expense and income budgets for these programs and manage the programs within the approved budget

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Brisk Walk Committee

Contact:
Dana J. Holt, JD RICP AEP
HOLT Consulting
612-297-1144

Charge:

  • Coordinate "Brisk Walk through the Basics" course offerings.
  • Establish an eLearning series of the "Brisk Walk through the Basics" course for on-demand purchase.
  • Develop advanced planned giving educational resources.

Description:

  • Lead the promotion and execution of "Brisk Walk through the Basics" courses in-person throughout the year, online, and at the Annual Conference.
  • Plan and carry out educational initiatives of the Council to provide special educational opportunities for the members of the Council.
  • Develop expense and income budgets for these initiatives and manage them within the approved budget.

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Premier Annual Sponsor

MIF

Benefiting Sponsor

Crescendo

Supporting Sponsors

Charitable Services

Charitable Services

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