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Clinton A. Schroeder Distinguished Service Award Past Recipients
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2008 Clinton Schroeder
2009 Gary Hargroves
2010 Robert Evenson (awarded posthumously, created Brisk Walk program & bequeathed it to MPGC)
2011 Craig Wruck
2012 Susan Dunlop
2013 Phil Brain
2014 Bob Golberg
2015 Dayton Hultgren


The Clint 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 MPGC's annual conference in 2008, and the 2009 award was presented to Gary Hargroves, a leader in the field of charitable gift planning.

2015 Recipient: Dayton Hultgren

Dayton Hulgren
Dayton Hultgren has dedicated more than 40 years to serving nonprofit organizations throughout Minnesota and beyond. His career spans a wide variety of staff roles and concluded with his retirement from HBH Consultants where he served as a Founding Partner and Principal since 1997. Dayton has mentored countless fundraising professionals at varying points in their professional and personal journeys. Those who know Dayton can attest to his outstanding service to the philanthropic community in Minnesota. He has served on a number of boards including, most recently, the Minnesota Planned Giving Council. Dayton has made philanthropy and generosity a guiding value in his own life through his charitable giving, but most of all, in his willingness to mentor emerging fundraising professionals, asking nothing in return but that the profession and ethics of fundraising be perpetuated through the future work of these professionals. Dayton is a gentle leader, exceptional listener, and lover of humankind. He has an exemplary character, is trustworthy, and lives with intention. Without a doubt, he has made the gift planning community stronger and has impacted and inspired many.

 


2014 Recipient: Bob Golberg

Bob has an impressive and extensive history of successful gift planning for multiple Minnesota organizations. He started at Southwest Initiative Foundation part-time and quickly became an asset for all of southwest Minnesota. Bob has proven leadership in planned giving strategy and tools. Southwest Initiative Foundation wasn’t the first time he started a program from the ground-up. He began his development career at the Metropolitan Minneapolis YMCA (1963-1982) first as Youth and Day Camp Director, then as Assistant VP for Financial Development. He started planned giving programs at Mankato State University (Director of Planned Giving, 1982-1992) and Amherst H. Wilder Foundation (Director of Planned Giving, 1992-2007). Bob has amassed great experience at all organizations where he served. His technical knowledge of charitable giving allows him to work well with professionals, thinking through creative financial options for donors to consider. He has secured $2,020,000 in planned gifts through Southwest Initiative Foundation.

Bob has a keen ability to listen and plant seeds when visiting with donors, ensuring their giving truly is meaningful to them. As he did with his previous organizations, Bob has equipped Southwest Initiative Foundation to better serve the many generous people throughout our regional home and beyond who want to give back to southwest Minnesota.

 


2013 Recipient: Phil Brain

Phil was one of the founders of the group that eventually became the Minnesota Planned Giving Council. In about 1976 or 1977, Phil gathered the names and addresses of persons he knew in Minnesota who were working in or had an interest in the area of what was then called "deferred giving.” (The names planned giving and gift planning had not yet emerged) Because of the breadth of Phil’s personal relationships and connections, he was able to recruit excellent presenters on subjects of interest to people working in deferred giving. Programs achieved remarkable attendance for the time when there was only a small handful of people who worked full time in deferred giving. Phil played a key role in the founding of the National Council of Planned Giving (NCPG) which was later name Partnership for Philanthropic Planning (PPP).
It addition, Phil was a mentor and was a consultant.

Phil had had a strong career working for the YMCA as a camp director and other leadership roles and at the time of starting the deferred giving events was working as the Director of Deferred Giving at the Minneapolis YMCA, which had one of the strongest deferred giving program in the Twin Cities at that time. When Phil retired, he continued to help nonprofit organizations build endowments through Planned Giving techniques … well into his retirement years.

Phil was a well-known tennis star while a student at the University of Minnesota. He was one of a relatively few people who survived the Bataan Death March in the Philippines in WWII. He wrote a book on the experience and on rare occasions would speak on the experience.

 


2012 Recipient: Susan Dunlop

Susan has an M.B.A. with a Strategic Planning focus from the University of Minnesota Carlson School of Management, and is a Certified Fund Raising Executive. She has extensive experience working with donors to cultivate and develop strategic gift plans and solicit planned and major gifts. She collaborates with organizational leaders and donors to raise significant philanthropic support. She manages the gift planning effort for Luther Seminary. Previously, as Director of Development of the American Brain Foundation, a national medical foundation, she worked to raise funds to cure Alzheimer's, Parkinson's, Multiple Sclerosis and other brain diseases. At the University of St. Thomas, St. Paul, MN, she managed the gift planning effort. And prior to that, she was part of a seven person major planned giving team at the Minnesota Medical Foundation, University of Minnesota, for 20 years. She has worked with over 26 donors who have made personal commitments in excess of $1 million each and managed an average of 300 prospect visits/yr. and $8 million raised annually.

Susan effectively uses major gift planning in comprehensive development efforts including capital campaigns. She has extensive knowledge about gift planning techniques, the role of taxes and other financial considerations in planning gifts, the gift potential of various assets, the integration of charitable gifts into overall estate planning, and working with donors' professional advisors. She has organized and presented at three to five planned giving seminars annually, and managed volunteer gift planning committees. She established a planned giving recognition program and an annual recognition stewardship banquet. She also has managed planned giving marketing and communications. She frequently teaches and gives development seminars and offers consultation on how to initiate and manage a major/planned giving program.

Susan is a member of the Minnesota Planned Giving Council (MPGC), was an instructor at the University of St. Thomas Center for Business Excellence in its Fundraising track, past instructor of at The Brisk Walk through the Basics Planned Giving Training Program for the Minnesota Planned Giving Council (MPGC), an MPGC Annual Conference Presenter in multiple years, as well as a past MPGC regular meeting presenter. She was 1997–1998 President, a Board member from 1994 to 1999, and the Membership Committee Chair from 1994 to 1997, and Council member from 1987 to the present. She is a recipient of the Clinton A. Schroeder Distinguished Service Award. She currently is the Hennepin Ave United Methodist Church Foundation Board Chair. She has been a Hamline University planned giving presenter and an MPGC Leave A Legacy Trainer.


2011 Recipient: Craig Wruck

In 2011, Craig Wruck received this honor for his leadership in promoting gift planning locally and nationally, for being an advocate for philanthropy and education, and for his amazing contributions to this Council, not to mention the Brisk Walk.

2010 Recipient: Bob Evenson

Bob Evenson
Bob Evenson, creator of the seminal "A Brisk Walk Through the Basics" seminar was recognized posthumously with this year's Clint Schroeder Distinguished Service Award at the MPGC Conference. Bob was remembered by Tom Jolivette of Luther Seminary as an influential mentor, leader, teacher and coach who cared greatly about philanthropy and the field of planned giving. When Tom asked the crowd of almost 400 how many had been through "A Brisk Walk Through the Basics," more than 80% in attendance raised their hands – a testament to the legacy of Bob's contributions. MPGC Conference Program Chair Kim Bowman noted that Bob truly "walked his talk" by making a planned gift to the MPGC. Bob bequeathed his "A Brisk Walk Through the Basics" course to further education within the field and to be an asset to MPGC – a true legacy gift.

 

Representing the Evenson family, Bob's sons Kirk, John and Eric attended the MPGC Conference and the award luncheon, with Kirk speaking on behalf of their family. Kirk shared the following with the audience: "One of the things I did in preparing to represent our family at this presentation was to talk with my brothers and sister about what aspect of my dad's work they thought I should highlight. What I found interesting was that my siblings all asked me to highlight the same point that I had settled on. And that main point is this, that even though my dad took great pride in being a planned giving professional who had exceptional insight, training and experience in his profession, he actually didn't see his primary role as that of a fundraiser for his institution. He actually saw himself as someone who worked closely with potential donors to ensure that their dreams could come true." Kirk went on to relay a donor story his father had told him, and he concluded by thanking the MPGC for honoring his dad. Conference attendees recognized Bob's contributions with a standing ovation.


2009 Recipient: Gary Hargroves

Bob Evenson
Gary Hargroves received this honor in recognition of his years of service to donors and charitable organizations, his commitment to planned giving and fundraising, contributions to this Council, and commitment to mentoring others.

 


2008 Recipient: Clint Schroeder

Clint Schroeder
A principal at Gray Plant Mooty law firm, Clint Schroeder has been an active community volunteer and built a respected and thriving law practice in the areas of Trust, Estate and Charitable Planning, Nonprofit Law, and Tax Law. During his distinguished career, Clint has counseled individuals through the charitable estate planning process, and is legendary for encouraging clients to consider charitable giving as a primary part of the estate planning process. In helping others fulfill their charitable goals, he has greatly enriched our community. Many of our organizations have benefitted from Clint’s sage legal advice. He’s kept us current on legislation and gift planning techniques and helped to shape our Planned Giving programs. Clint has a wonderful way of clarifying complicated rules and regulations, all while instilling respect for the law.

His passion for community service throughout his career has also been remarkable. As a young lawyer, he volunteered countless hours serving on the board of Fairview Hospital. He is the former Chairman of the Minneapolis Foundation and helped create the “Building Better Futures” initiative to improve the quality of life for children and families in Minneapolis neighborhoods where child poverty rates are high. Clint is past president of the Minneapolis Rotary Club 9 and its Foundation, where he’s been a leader in creating the Franklin Gray scholarship that is awarded to inner-city high school students who display potential for achievement. He served on the Steering Committee of Leave a Legacy of Minnesota, an organization devoted to increasing charitable bequest giving. Nationally, Clint has served on the board of the American Council on Gift Annuities (ACGA) for 30 years, providing expert counsel as well as heroic and steady leadership.

Clint might tell you that it was his humble beginnings that have led to his desire to build bridges, provide chances for others, and leave the world better for coming generations. Originally from Morris, MN, Clint is a proud graduate of Fergus Falls HS, where he was class president and graduated salutatorian. He graduated from the University of Minnesota and the U of MN Law School, married Carolyn Iverson and raised four beautiful daughters and a son.

Clint has never misses an opportunity to build others up and recognize their special achievements. He is a leader, trusted advisor, determined advocate, community volunteer, and joyful philanthropist.

 


      

Thank you to MPGC Benefiting Sponsor, Crescendo Interactive, and Supporting Sponsor, US Bank Charitable Services Group

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