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Clinton A. Schroeder Distinguished Service Award
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Established in 2008, the Clinton A. Schroeder Distinguished Service Award recognizes the contributions of Clinton A. Schroeder to the charitable and planned giving community in Minnesota and across the nation.


 

Clinton A. Schroeder

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Purpose of Award

The Clinton A. Schroeder Distinguished Service Award is bestowed annually in recognition of outstanding service and leadership in the field of charitable gift planning. The Minnesota Planned Giving Council established the Award in honor of Clinton A. Schroeder, a principal in Gray Plant Mooty's Trust, Estate & Charitable Planning group, who inspires and serves as a role model for generations of gift planners. The inaugural Award was bestowed on Clinton A. Schroeder at the 2008 MPGC annual conference, and subsequent Awards shall be presented annually to a leader in the field of charitable gift planning to recognize and encourage outstanding service and exceptional leadership.

Eligibility

A highly respected, past or present member of MPGC (or another local planned giving council if not from Minnesota), who has served and advanced the profession of gift planning, as a development professional, non-profit executive, financial or professional advisor, attorney, tax advisor, accountant, life insurance agent, etc., and who has made an outstanding impact on charitable giving through service and leadership that has furthered philanthropic planning.

Nominations that are not selected in the year they are nominated remain eligible for consideration the subsequent year.

Requirements

  • Completed Nomination Form.
  • Nomination letter from a member in good standing of the Minnesota Planned Giving Council.
  • Two letters of recommendation: one from a present or past supervisor or professional colleague who can attest to the Nominee’s leadership capabilities and service to the field; and one from a personal friend or colleague familiar with the Nominee’s extraordinary service to non-profit community organizations or charitable activities.

Timeline

  • A call for nominations is distributed via the summer newsletter.
  • Nominations must be submitted by September 15, 2017. They are then sent to the committee for review.
  • Nominees will be notified on or before October 21 about whether or not they have been awarded.
  • The award will be presented on opening day of the Annual Conference.


Schroeder Award Selection Committee

The Past Chair of the MPGC Board chairs the Selection Committee and reaches out to other Board members, Conference Chair, Program Chair and Clint Schroeder himself for participation on the Selection Committee. Clinton Schroeder is invited to participate on the selection committee as long as he wishes to participate, or another award recipient in his place.


2017 Recipient: Thomas J. Wesely

One of the letters of recommendation supporting Thomas J. Wesely’s nomination stated, ”Tom has long played a recognized role as a leading advisor, both in his CPA practice and in his active involvement as a volunteer with the MPGC and national planned giving association. His dedication to providing expert advice to … clients and nonprofit practitioners … in the promotion of philanthropy over many decades … qualify him as an excellent nominee for this year’s award.” In the words of another recommender: “[Tom] is not only a reliable source of information but is also generous in sharing his knowledge. …He continues to give back to the planned giving community.” Tom was also wholeheartedly endorsed by Clint Schroeder for the award.

Tom Wesely graduated from St. Thomas, then worked for a large regional accounting firm for 15 years before he and his wife, Gloria, formed Wesely CPAs in 1994. Approximately half of Tom’s practice is devoted to charitable gift planning, tax preparation, and other administrative duties for over 200 charitable trusts, including charity-trusteed, self-trusteed and bank-trusteed charitable remainder trusts and charitable lead trusts. He also prepares qualified appraisals for gifts of the income interest in a CRT and the annuity interest in a charitable gift annuity. The balance of his practice consists primarily of tax planning and preparation for individuals.

During the past 23 years, Tom has presented over 60 seminars on tax and charitable planning for planned giving conferences, continuing education for the legal, financial planning and insurance professions, and charitable organizations. He has served on planned giving advisory boards for several charities, currently for Catholic Charities. He 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 to 2003. He served on the planning committee for the National Conference on Philanthropic Planning in 2009 and 2011.

10th Annual Clinton A. Schroeder Award winner, Tom Wesely, provided a brief history of his relationship with each of the previous nine award recipients when he accepted the Schroeder Award on November 16, 2017. Click here to view his acceptance speech.

View a list of past recipients here

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