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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
aroberts@childrenscancer.org
(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:
Alex Bakkum
US Bank
alex.bakkum@usbank.com
(651) 466-8706

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:
Alex Bakkum
US Bank
alex.bakkum@usbank.com
(651) 466-8706

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
scott.nelson@bhshealth.org
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:

  • Coordinate Programming with Regional Leave A Legacy Chapters.
  • LEAVE A LEGACY® is a public relations effort only, programming to advisors and nonprofits is responsibility of the Council's Education and Program Committee.
  • Consider a Twin Cities LEAVE A LEGACY® public awareness campaign promoting the LEAVE A LEGACY® message.
  • 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:
Anne Rodenberg
Major & Planned Gift Officer
Second Harvest Heartland
arodenberg@2harvest.org
Direct: 651.282.0870

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:
Lisa C. Barton
Philanthropic Advisor
Greater Twin Cities United Way
Lisa.Barton@gtcuw.org
(612) 340-7685

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:
Tom Glass
University of St. Thomas
glas5716@stthomas.edu
(651) 962-6945

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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