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MPGC's 42nd Annual Conference & Brisk Walk
October 23-25, 2018
Metropolitan State University



Speakers

Plenary Speakers

Jeremy Belsky
Jeremy Belsky

 

Jeremy Belsky serves as Planned Giving Officer for Boys Town, a national nonprofit care organization whose mission is to “save children and heal families.” With an M.A. in Philanthropy & Development from St. Mary’s University in Minnesota, and the CAP designation from The American College, Belsky has spent the past 19 years in the charitable gift planning field, helping to further the missions of education and faith based organizations, all in Omaha. He’s also the author of two fundraising books, Keeping Catholic Schools Open and 10 Simple Steps for Cultivating Donors, published by the National Catholic Education Association. He was a featured speaker at the Association’s national conference from 2007 to 2011.

Over the past eight years, Belsky’s audio vignettes, Spirit of Stewardship, have been broadcast daily on Omaha radio station KVSS radio and internationally on EWTN radio. Belsky currently is a member of the Nebraska Partnership for Philanthropic Planning (where he served on the board from 2007 to 2010), the Omaha Estate Planning Council, the Archbishop's Committee for Development, the Archdiocese of Omaha Legacy Planning Committee, and mentors high school youth at Boys Town. He currently resides in Omaha with his wife, Bridgett, their daughter, Brooke, and son, Josiah.

Daniel Harris

Daniel Harris, National Director, Philanthropic Services; U.S. Bank Wealth Management

Dan Harris is responsible for leading all national philanthropic efforts for U.S. Bank Wealth Management. He leads a team of Philanthropic Specialists helping families, private foundations, and public charities to maximize the impact of their philanthropic activities.

Dan especially enjoys speaking with people about the experiences and deeply-held beliefs that have lead them to support the causes they care about. In these conversations, he learns about their families – their connections with their past generations and often about their hopes for their children and grandchildren. These are often wonderful life stories, with joy and grief, love, passion, respect, and appreciation, and almost always these are stories about optimism for the future. He feels privileged to participate with these stories, and to help his clients find their way forward.

Prior to joining US Bank, Dan held leadership roles in the financial services and nonprofit industries. Dan has over 25 years of financial markets experience, including positions in the United States, Japan, and Germany. Dan holds a BA in economics from McGill University in Montreal and an MBA in finance from The University of Texas at Austin. Dan holds the Chartered Advisor in Philanthropy (CAP®) designation, and is a Certified 21/64 Trainer.

Dan is a volunteer with several professional organizations including the Colorado Planned Giving Roundtable where he was board president in 2007. He is a member of the National Association of Charitable Gift Planners. Dan has served on the boards of many nonprofit organizations in Colorado, with current board service with the Posner Center for International Development and the Denver Business Series.

Daniel Harris

Sarah Eagle Heart

Sarah Eagle Heart is a powerful storyteller whose deep perspective on healing trauma is rooted in her life story and experiences as a teen activist raised on Pine Ridge Indian Reservation. She is a member of the Oglala Lakota Nation, CEO of Native Americans in Philanthropy, and an internationally accomplished executive focused on education and advocacy on behalf of Indigenous peoples. She has spent the last decade centered on building momentum around healing and sustainability in the spirit of cultural revitalization - work that has been successful because of her influence and ability to activate key leaders from grassroots to corporate level through capacity building. Her diverse background in tribal, corporate, and non-profit organizations focusing on communications, marketing, program development, and advocacy offers a vantage point that powerfully amplifies impact.

Kathryn Miree

Kathryn W. Miree, President, Kathryn W. Miree & Associates, Inc.

Kathryn W. Miree has more than 30 years experience working with nonprofit organizations and nonprofit boards. Kathryn is President of Kathryn W. Miree & Associates, Inc., a consulting firm located in Birmingham, Alabama, that works with boards and staff of nonprofits and foundations to build fundraising platforms and establish fundraising strategies.

She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. She spent 15 years in various positions in the Trust Division of AmSouth Bank before joining Sterne, Agee & Leach to established its trust company and serve as its President & CEO. In 1997 she established Kathryn W. Miree & Associates, Inc.

Kathryn has been actively professionally as past president of the National Committee on Planned Giving, past president of the Alabama Planned Giving Council, past President of the Estate Planning Council of Birmingham, and past President of the Alabama Bankers Association Trust Division. In her community she has served as Chair of the Community Foundation of Greater Birmingham, Chair of United Way of Central Alabama, and Chair of The Altamont School as well as serving in various capacities on more than twenty other nonprofit boards. Kathryn is a frequent lecturer, co-author of The Family Foundation Handbook (CCH Publishers 2014) and author of The Professional Advisor’s Guide to Planned Giving (CCH Publishers, 2006).

Una Osili

Una O. Osili, Ph.D.

Una is an economist with significant experience in research and policy in the fields of household behavior and economic policy.   She is also Associate Dean for Research and International Programs at the Indiana University Lilly Family School of Philanthropy, the world’s first School dedicated to increasing the understanding of philanthropy and improving its practice worldwide.   

An internationally recognized expert on economic development and philanthropy, Dr. Osili frequently speaks across the globe on issues related to national and international trends in economics and philanthropy. She recently testified at the U.S. Senate subcommittee on the role of philanthropy and remittances in foreign aid and has been quoted by international and national news media outlets such as The New York Times, Financial Times, the Wall Street Journal and the Chronicle of Philanthropy.  She has served as a member of several national and international advisory groups, including the African Development Bank, Social Science Research Council, the United Nations Economic Commission for Africa and the United Nations Development Program. Dr. Osili is a consultant with the Federal Reserve Bank of Chicago, and has worked for the World Bank. She was appointed as a fellow for the Institute of Labor (IZA) in Bonn, Germany.  She has received significant recognition including being named among the 40 under 40 and Women of Influence Award by the Indianapolis Business Journal, and a Plan 2020 Fellow in Indianapolis.   She also received the Stevenson Fellowship from the Nonprofit Academic Centers Council and was appointed as a fellow of the Networks Financial Institute.

Dr. Osili leads the research and publication of Giving USA, the annual report on American philanthropy.  Beginning in fall 2016, she has led the research and publication of Index of Global Philanthropy and Remittances and Index of Philanthropic Freedom.  She has pioneered new approaches to using data to better understand global and national trends in philanthropy with the Million Dollar List and the new Generosity for Life project.  She directs the School’s extensive research program with its partners including Bank of America, United Way Worldwide, Coutts Inc, and National Collegiate Athletic Association.  She leads the School's signature research project, the Philanthropy Panel Study (PPS). PPS is largest and most comprehensive study of the philanthropy of American families over time. Dr. Osili is the current Chair of the Research Committee of the Women’s Philanthropy Institute, and is a member of the Research Committee of the Lake Institute for Faith and Giving.  She has served as an Associate Editor for the Journal of African Economies and Guest Editor of the Journal of African Development.

In addition to her appointment at the Lilly Family School on Philanthropy, Dr. Osili is also a member of the graduate school faculty at Indiana University.   In 2007, she was a Visiting Associate Professor of Economics at Yale University. She has served on the Research Committee of the Association for Research in Nonprofit and Voluntary Organizations (ARNOVA) and the Board of the African Finance and Economics Association (AFEA). She has served as a past or current board member for several nonprofit organizations, including the American Red Cross of Greater Indianapolis, the Immigrant Welcome Center, Board of Trustees of St. Richard’s School and Local Initiatives Support Corporation (LISC).   Dr. Osili is married and has two children.  She earned her B.A. in Economics at Harvard University, and her M.A., and Ph.D. in Economics from Northwestern University.

Laura Sobiech

Laura Sobiech

Laura Sobiech never aspired to become an author, inspirational speaker and childhood cancer advocate. But, in 2009, while happily raising four children with her husband Rob, life took a dramatic turn; their fourteen year old son Zach was diagnosed with osteosarcoma, a rare form of bone cancer. Before Zach died in May of 2013 he wrote a song called “Clouds,” which became an international sensation touching the hearts of people of all ages, ethnicities and faiths across the globe.

Laura went on to write a book called Fly a Little Higher: How God Answered a Mom’s Small Prayer in a Big Way which tells the heartbreaking, inspiring and sometimes funny story of her family’s journey through it all. She continues to speak nationally sharing her family’s remarkable story of hope with raw authenticity, relatability and humor. She also works as a Community Outreach Coordinator for Children’s Cancer Research Fund in Minneapolis.

Breakout Speakers

Sherrie Beal

Sherrie Beal

Sherrie Beal has 25 years of experience as a successful fundraiser--grant-writer, major gifts fundraiser and, for the past 10 years, planned giving specialist.   Sherrie was a development/communications director prior at the Minnesota Land Trust prior to coming to The Nature Conservancy 18 years ago and is a part of a national team that raises millions of dollars annually through planned gifts, from simple bequests to more complex life income gifts.  Some of her greatest training for her profession has been working as a nurse’s assistant and caring for her own elders, including her late parents, and serving as their personal representative and executor.  She has an MBA in nonprofit management from the University of St. Thomas, St. Paul, MN and an English major from Concordia College, Moorhead, MN.   She lives in South Minneapolis with her husband, son,  three pets, foster animals and manages rental properties in her spare time.

Bob Cohen

Bob Cohen, Principal

Bob’s focus is in the charitable planning and life insurance arena only, choosing to collaborate with other qualified professionals in the legal, tax, and wealth management areas. With a non-profit/gift planning background beginning in 1989, Bob is a co-founder of Tamar Fink Charitable Advisors (TFCA), which has exceeded $1 billion in completed charitable gifts.

In addition, Bob specializes in the evaluation of mispriced and underperforming life insurance policies, and remedies years of policy neglect and mismanagement. Bob “rescues” lapsing policies to acquire new, favorably priced policies, including for individuals with “pre-existing conditions.”

Jenna Egan

Jenna Egan

Jenna Egan is the Membership and Fund Development Manager for the Minnesota Association for Volunteer Administration (MAVA). In this role, she builds relationships with new and current members, recruits volunteers, and cultivates financial donors and sponsors. Jenna has worked in higher education recruitment, program development, volunteer engagement, and communications for over 14 years. She has a Master’s in Educational Leadership from the Saint Mary's University of Minnesota. Before joining the MAVA staff, she served at the Recruitment and Enrollment Manager for the University of Minnesota School of Public Health, and currently serves on the American Heart Association Gala Auction Committee.

Ginger Ewing

Ginger Ewing

Ginger is the owner of Kaleo Advisor Group, a wealth advisory practice of Ameriprise Financial Services, Inc., and has been a financial advisor since 2001. Ginger received her undergraduate degree in Music Business from the University of Miami, Florida, and graduated valedictorian of her class at William Mitchell College of Law, St. Paul, Minnesota.

Ginger is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been featured in numerous television, radio and print publications, including: Fox 9 News, Minneapolis Star Tribune, Thomson Reuters, and Parents magazine. She also serves on the Board of Trustees at University of Northwestern, Saint Paul, and serves on the Board of Widow Might, a nonprofit organization helping widows in many facets of their lives.

Ginger was named a Twin Cities Five Star Wealth Manager by Twin Cities Business and Minneapolis/Saint Paul Magazine annually since 2012. This award recognizes the top wealth managers in the Twin Cities who are evaluated based on customer service, knowledge, overall satisfaction and other criteria. She has also been recognized by Ameriprise with the “Circle of Success” award for achieving prestigious levels of performance and setting a standard of excellence in the areas of client service, professional commitment and corporate values for years 2003-2017.

Michael Gozola

Michael R. Gozola, J.D.

Michael (Mike) Gozola has been on staff at Mayo Clinic since 2015. He serves as a legal specialist dedicated to the Department of Development, where he co-manages its estate resolution program and supports the general legal needs of the department including; gift agreements, compliance matters, and contracts.

Mike’s primary objectives include providing the highest level of customer service to his clients and honoring the wishes of Mayo Clinic’s benefactors through careful practice and protection of their wishes outlined in their estate gifts.

Mr. Gozola received his J.D. from the University of St. Thomas School of Law and has been a licensed attorney in the state of Minnesota since 2014.  Mike resides in his hometown of Rochester, MN.

Melinda Hoke

Melinda Hoke, VP Philanthropy Twin Cities PBS

With over 30 years of experience in philanthropy, Melinda’s desire is to inspire others to take fundraising to new heights. Leading programs in Major and Planned Giving, Organizational Giving and Endowment fundraising, she led Capital Campaigns for the University of Minnesota, Minnesota Public Radio, and most recently concluded the campaign for Twin Cities PBS at $40 Million. Throughout her career, she created new advancement models, earning CASE Gold and Bronze awards for the University of Minnesota. With degrees in Music Performance from Wartburg College and Music Therapy, the University of Minnesota, she established the first Music Therapy program in Adolescent Chemical Dependency, serving on the NAMT committee to institute credentialing for the profession. She was an inaugural Buckman Leadership in Philanthropy faculty member, is a presenter at local and national conferences and webinars and is a consultant fits locally and in the PBS system. Her first memories of philanthropy are helping her mother open and record church contributions, knowing the good that would come from them.

Dana Holt

Dana J. Holt, JD RICP AEP

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™ - Strategic Growth Programs 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 a national 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 served on the board of the MN Planned Giving Council and lives in Lauderdale, MN with her two retired racing greyhounds.

Julene Holt

Julene Holt

Julene has a passion for helping nonprofits strategize donor cultivation and develop fundraising processes to maximize their effectiveness.  After sharpening her sales and marketing skills at the Star Tribune for twelve years, she moved into nonprofit development. During the next nine years, she built a team of seven development officers covering the University of Northwestern Media network in six states. While recruiting, training and leading this team, she also maintained her own portfolio of major donors and created innovated ways to connect with new prospects and existing donors.

Julene continues to cultivate a full portfolio of donor prospects while training and implementing donor development processes in her current position at Mn Adult & Teen Challenge. This includes strategic planning, project management, creating new opportunities to engage donors at all stages of the development process, and implementing lean management through new processes that improve operations and service to the organization’s donors.

Susan Hommes

Susan Hommes

Susan joined the planned giving team at the University of Minnesota Foundation in 2007, and has been Director of Planned Giving since March 2015.  She has over 25 years of development experience, having served in development positions with United Way, Catholic Charities of Minneapolis and Saint Paul, and Community Action Council (360 Communities).  Susan earned her B.A. from the College of St. Benedict and her M.A. in public administration and management from Hamline University.

Susan is a member of the National Association of Charitable Gift Planners and the Minnesota Planned Giving Council, serving as its chair in 2006.  She currently serves on the board and is past president of the West Saint Paul/Mendota Heights Rotary Club, and is an active volunteer with St. Pascal Baylon church and school.  She lives in St. Paul with her husband Joe and son Peter.

Eric Joranson

Eric Joranson

Eric Joranson is the Midwestern Regional Director of Development for National Philanthropic Trust. Eric is based in Minneapolis, Minnesota. He is a former practicing attorney with 12 years of combined experience in advanced philanthropic planning and law practice. Eric has extensive technical experience with donor advised funds, private foundations, split interest trusts, gifts of complex assets (e.g., privately held stock, real estate and other illiquid interests), investing gift proceeds in alternative and private investments, specialized grantmaking services, and legacy planning.

Marc Littlecott

Marc Littlecott, CAP®, CGPP

Marc Littlecott is the Director of Gift Planning at the South Dakota State University Foundation, where he has been on staff since 2014.  He has worked as a specialist in the field of planned giving since 1999, including 16 years with The Salvation Army in the Dallas and Cincinnati regions.   He also serves in a volunteer role as Secretary for the Charitable IRA Initiative, the national organization that secured the Charitable IRA Rollover into law in 2015 and which presently is seeking its expansion to include charitable trusts and gift annuities through H.R. 1337, The Legacy IRA Act -legislation endorsed by the Association of Charitable Gift Planners, which is the parent body of MCPGC.

A frequent contributor to Planned Giving Today magazine, most recently in this past June’s edition, Marc has presented to many planned giving councils and conferences throughout the United States about a 7-stage system for planning optimal estate gifts which he wrote about in a 2013 issue of that popular publication.  Prior to joining MCPGC in 2014, Marc served on the board of the Greater Cincinnati Planned Giving Council, also leading its “Planned Giving on the Run” course for four years.

After graduating from the Virginia Military Institute in 1989, Marc served as a commissioned Army officer.  The former Eagle Scout worked several years with the Boy Scouts of America before concentrating solely in the field of planned giving in 1999.  He now lives in Brookings, SD with his small family and in his spare time enjoys playing the sax in the community, especially every Christmas for The Salvation Army at the annual Christmas Kettle.

Tara Mattessich

Tara Mattessich

Tara Mattessich is an attorney and shareholder with the Larkin Hoffman law firm.  She is licensed in Minnesota and Wisconsin, and counsels individuals and exempt organizations on best practices for leaving a legacy to family and community.  She is a frequent speaker and lecturer on estate planning, charitable contributions and fundraising, tax planning, gift acceptance, investment and spending policies, planned giving techniques and incapacity planning, and tax-exempt organizations.  Tara is Past Chair of the Minnesota Planned Giving Council.  She received her B.A. degree from St. Olaf College and her J.D. from the University of Minnesota Law School.

Beth McCray

Beth McCray

Beth has a passion for helping donors realize their philanthropic dreams and uses her background in finance and gift planning to make that happen.

She joined The Saint Paul & Minnesota Community Foundations in 2015 after serving as Director of Gift Planning at the Blake School, where she was responsible for securing planned and major gifts. She gained financial experience at Thrivent Financial for Lutherans, Wells Fargo and Morgan Stanley.

Beth earned a Bachelor of Arts degree from Williams College. She serves on the board of directors for The Annex Clinic, and has volunteered as a guide at the Minneapolis Institute of Arts for 19 years. She grew up in Woodbury and loves to read and spend time with her husband, Jon, their son, Douglas, and their three cats.

Sheryl Morrison

Sheryl Morrison

For 30 years, Sheryl Morrison has focused her practice on estate and wealth planning, transfer tax strategies, business succession planning, estate and trust administration and litigation, and creation and administration of charitable trusts and nonprofit organizations. She helps individual clients accomplish objectives for philanthropic planning and wealth management, protection, and preservation through strategies minimizing taxes and promoting effective ongoing family management, including wills, trusts, business entities, and charitable gifts and trusts. She helps clients navigate the administration and operation of their trusts, estates, and businesses. Sheryl works with nonprofit clients in creating, qualifying, and operating charitable gifts and trusts, nonprofit and tax-exempt entities and she counsels higher education institutions, health care organizations, and other charities about charitable gift development programs, compliance, and administration. When necessary, Sheryl helps individual, business, and nonprofit clients resolve disputes involving their estates, trusts, businesses and funds.

Ruby A. Pediangco

Ruby A. Pediangco, JD

Ruby A. Pediangco is an advanced strategies counsel with Securian Financial Services. She consults with financial advisors nationwide on gift, tax, estate, charitable and business succession planning to help them build comprehensive client financial plans.

Prior to joining Securian Financial, Ruby spent 15 years in the nonprofit sector as a charitable gift planner. First, with InFaith Community Foundation, then with the Minnesota Orchestra as the director of planned giving. She has experience with a wide array of planned giving techniques and enjoys sharing her knowledge and anecdotes when presenting MPGC’s Brisk Walk course.

Jessica Poskozim

Jessica Poskozim

Jessica Poskozim is the Development Director for Cathedral of Christ the King and Cathedral School in Superior, WI.  Previously she had a career as an Account Executive in advertising before moving to nonprofit life in 2011.  As Development Director, Jessica has had the opportunity to work on a large capital campaign for the school, plan events for alumni and parishioners, work on major and planned gifts, and develop a social media program for both the church and the school. 

Jessica is active in the community, serving as a board member for the Duluth Noon Optimist Club and the AMSOIL Northland Law Enforcement K-9 Foundation.  She is a Past President of the Duluth Noon Optimist Club and Bridge Syndicate, a local group for young professionals.  In her free time, Jessica can be found knitting while spending time with her husband and two daughters. 

Frank Robertson

Frank Robertson

Prior to his retirement, Frank Robertson spent 22 years in institutional advancement at the University of Minnesota, including 17 years in the planned giving department of the University of Minnesota Foundation.  He led the department as Senior Director of Planned Giving from 2005 to 2015.  During this 10-year period, newly recorded and realized planned gifts accounted for an average of 30% of the Foundation’s annual gift production and totaled more than $550 million.   Prior to becoming a development professional, Frank served 25 years on active duty in the United States Army retiring as a lieutenant colonel.  In addition to tours of duty in Vietnam, Korea and The Netherlands, his assignments included six years as an assistant professor and professor of military science at the University of Iowa and Michigan State University where he taught organizational leadership, ethics, and professionalism to senior Army ROTC cadets.

Lauren Routhier

Lauren Routhier

Lauren Routhier serves as a trusted advisor to individuals and families and works to meet their personal, business, and philanthropic goals through comprehensive estate planning. She regularly works with clients on tax planning, charitable giving, business succession planning, prenuptial agreements, estate administration, and disputed probate and trust matters. Lauren uses her technical expertise and personal approach to help clients plan for and navigate some of life's most challenging events.

Lauren is a qualified mediator under Minnesota law and she works with stakeholders to resolve probate, trust, and family business disputes. Lauren also counsels nonprofit organizations, including public charities, private foundations, and community foundations, on creation, tax exemption, governance, gift acceptance policies and the receipt and administration of planned and complex charitable gifts.

Lauren's commitment to pro bono legal services is inspired by her great-grandmother's journey to Minneapolis as a refugee at the turn of the 20th century. Today, Lauren provides immigration and guardianship legal assistance to the Minneapolis immigrant community through the firm’s Deinard Legal Clinic. She also regularly volunteers with the Minnesota Assistance Council for Veterans Legal Clinic by assisting veterans with estate planning questions.

Nathan Stelter

Nathan Stelter

Nathan Stelter is vice president for The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more than 1,400 organizations nationally with a staff of over 100 individuals.

While Nathan wears many hats at Stelter, his primary concentration and passion is overseeing Stelter's consulting and marketing teams and using his expertise to develop distinct marketing solutions that engage donors and provide results.

Nathan’s expertise places him in high demand as a lecturer at national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He’s been quoted in Planned Giving Today, Advancing Philanthropy and other trade publications. Nathan has recently accepted a nomination to join the board for the National Association of Charitable Gift Planners, he’s a past board member of the National Capital Gift Planning Council (Washington, DC) and a current member of the Mid-Iowa Planned Giving Council.

Brandon Stenseth

Brandon M. Stenseth, J.D.

Brandon Stenseth joined the Mayo Clinic Legal Department in 2015. He serves as a legal specialist supporting the Department of Development. Brandon co-manages Mayo Clinic’s estate resolution program, which contains 400+ active estates, and he advises on legal issues impacting charitable activities at Mayo Clinic. He also supports the Office of Gift Planning on estate, trust, real estate, litigation and noncash gift matters.

Brandon earned his J.D. from Marquette University Law School in 2014. He earned a Bachelor of Science in finance at the University of Wisconsin–La Crosse. He is a member of the State Bar of Wisconsin. Brandon is originally from Eau Claire, Wisconsin.

Jeremy Wells

Jeremy R. Wells

Jeremy R. Wells currently serves as Vice President of Philanthropic Services at The Saint Paul & Minnesota Community Foundations in Saint Paul, MN. In this role, Jeremy serves as the chief fundraising and donor stewardship strategist. He leads the Philanthropic Services team to ensure donors, advisors, and organizations receive concierge-level service. He also works to identify opportunities to raise important resources to support community initiatives.

Prior to coming to the Foundations, Jeremy served as Vice President of Institutional Advancement at Augsburg College, Vice President for Development and Alumni Relations at Saint Mary's University of Minnesota, and in various advancement-related roles at the University of Jamestown. 

He received Bachelor's Degrees from Jamestown College in Psychology, Religion, and Philosophy and a Master's Degree in Philanthropy and Development from Saint Mary's University of Minnesota. Jeremy also holds his Certified Fund Raising Executive (CFRE) certification.

Mr. Wells is an adjunct faculty member at the University of St. Thomas and a frequent speaker on a variety of advancement and fund development topics, including development planning, utilizing volunteers, donor engagement, ethics, and campaign strategy. Jeremy also received a 40 Under 40 award from the Minneapolis/St. Paul Business Journal in 2018.

In addition to his work, Jeremy serves on numerous local, regional, and national nonprofit boards. He loves spending time with his three children and enjoys traveling, theatre, and reading.

Tom Wesely

Thomas J. Wesely

Thomas J. Wesely heads up Wesely & Wesely CPAs, which is devoted to charitable gift planning, tax preparation, and other administrative duties for 200 charitable trusts. He also prepares qualified appraisals for gifts of CRT income interests and CGA annuity interests. The balance of his practice consists primarily of tax planning and preparation for individuals.

During the past 23 years, Tom has presented 60 seminars on tax and charitable planning for planned giving and other professional conferences. He has served on planned giving advisory boards for several charities, currently for Catholic Charities. Tom also serves on the investment committee for the Evangelical Free Church of America. He was a director of MPGC and chaired its education committee from 1998-2003. He served on the planning committee for the National Conference on Philanthropic Planning in 2009 and 2011.  He was MPGC’s 2017 recipient of the Clinton A. Schroeder Distinguished Service Award.

Heather Wright

Heather Wright

The fast-paced environment, variety of work, and attention to detail are what initially attracted Heather to the accounting profession. Today, she has 18 years of experience and currently leads Lurie’s estate, trust and gift practice. She enjoys assisting clients with estate, gift and individual planning opportunities and compliance requirements.  One of Heather’s goals is to partner with her clients and help them problem solve.  Heather develops deep, long-lasting relationships with her clients and enjoys getting to know them, interacting with them and helping them reach their professional and personal goals.

Heather received her Bachelor of Science degree in Accounting at the University of Wisconsin River Falls. She has earned her Good Leadership certification.  She is a CPA, CSEP (Certified Specialist in Estate Planning) and is a member of the American Institute of Certified Public Accountants, Minnesota Society of Certified Public Accountants and National Institute for Excellence in Professional Education.

Caitlin Zintl

Caitlin Zintl, Sr. Manager of Individual Giving and Development at Twin Cities PBS (TPT)

In her 8 years TPT, Caitlin has helped to successfully complete a $40 million Capital Campaign, launch a Major Giving program and grow Development revenues from $900,000 to over $2.6 million annually. Caitlin is a Minnesota Chapter member of the Association for Fundraising Professionals, has completed the Major Gift Officer Certificate Program through Greater Public and is currently enrolled in the Fundraising Certificate Series at the University of St. Thomas, Opus College of Business. Prior to joining TPT, she received her BA in Strategic Communication from the University of Minnesota, where she started fundraising as a Student Assistant at the University of Minnesota Foundation.

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