SAVE THE DATE! MPGC's 41st Annual Conference & Brisk Walk
November 15-16, 2017
St. Paul RiverCentre
Thank you for all who attended the Minnesota Planned Giving 40th Anniversary conference, taking a look at the evolution of gift planning – for fundraisers, attorneys, accountants, financial planners and our donors and clients.
- 75 percent of last year’s conference attendees strongly agree that our annual conference is a valuable professional development experience.
- “Spending time at the conference focusing on relevant topics in our profession, hearing best practices, and sharing with one another is time well spent. Being with colleagues new and old is always energizing” – 2016 attendee
We invite you to join us as we look forward, building on the skills we have, whether you are new to your field or want to enhance your expertise
Bryan Clontz, CFP, CAP, President, Charitable Solutions, LLC
Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
Bryan is the founder and President of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits. More information on Bryan Clontz from the Charitable Solutions website.
Nathan Dungan, Founder and President, Share Save Spend
Nathan Dungan is the founder and president of Share Save Spend®. For over 20 years, Nathan has been an industry thought-leader on helping individuals and families align their money decisions with their values. Nathan speaks and consults with families and organizations on the topic of money and the effects of our consumer culture on money habits. More information on Nathan Dungan from the Share Save Spend Website.
Danielle Oristian York, Director, 21/64
Danielle Oristian York is the Director at 21/64. She works with multi-generational families, the next generation and their advisors on multigenerational engagement, financial literacy, and empowering the next generation.
Danielle also speaks nationally on these topics, facilitates the #NextGenDonors Retreat for 21-40 year olds, and leads trainings on 21/64's approach. Danielle is passionate about presenting these complex ideas in an accessible format for audiences, utilizing 21/64 tools designed to evoke an awareness of self and build the capacity for change in individuals and systems.
Before 21/64, Danielle held positions at Pitcairn, a family office, and UBS. Serving multi-generational families, her multi-faceted roles included developing and delivering customized financial education, facilitation of family meetings and personalized coaching and mentorship.
Danielle earned a Bachelor's degree in Communication from James Madison University and completed the postgraduate program at The Bowen Center for the Study of the Family at Georgetown. She is also a member of the Collaboration for Family Flourishing. She lives in Boston with her husband and two young children in fear of the next polar vortex.
Jim Hodge, Associate Vice Chancellor, University of Colorado
For more than 35 years Jim has worked with philanthropists at Bowling Green State university, Mayo Clinic and the University of Colorado. Focusing on gifts of significance, Jim has worked primarily with benefactors who have given more than one million dollars to the institutions he has served. He has been labelled a reflective practitioner, an individual who not only inspires philanthropy but also seeks to advance the best practices for the profession.
Robert Sharpe, Chairman, Sharpe Group
As Chairman of Sharpe Group, Robert Sharpe is a nationally recognized pioneer, leader and authority in the field of philanthropy. With more than 35 years of experience serving America’s nonprofit community, he consults nationally with educational, health, social service, arts and religious organizations and institutions in the planning and implementation of their major, planned gift and endowment development efforts. A graduate of Vanderbilt University and Cornell Law School, he served as a development officer for a liberal arts college prior to practicing law with a major law firm specializing in taxation and estate planning.
Robert is chairman of the philanthropy editorial board of Trusts & Estates magazine and co-author of the National Association of Charitable Gift Planners (CGP) Model Standards of Gift Valuation. He has served on the board of Giving USA and on strategic task forces for the CGP. Among other publications, his remarks have been featured in The Wall Street Journal, The New York Times, Newsweek, Forbes, Smart Money, The Chronicle of Philanthropy, Trusts & Estates and Kiplinger’s. He is a frequent speaker at local and national gatherings of fundraising executives, financial officers and others.
David Schultz, Professor, Hamline University; Political Analyst
Professor Schultz is the author of 30 books and 100+ articles on various aspects of American politics, election law, and the media and politics, and he is regularly interviewed and quoted in the local, national, and international media on these subjects including the New York Times, Wall Street Journal, Washington Post, the Economist, and National Public Radio.
At the January 2017 MPGC Breakfast meeting Professor Schultz spoke about the 2016 election and the future of charitable giving. If you missed it, he will be updating us at the MPGC Conference on what has transpired in 2017and how it affects the world of philanthropy.
If you would like information on sponsoring or exhibiting at the 2017 conference, please click here
Thank You Sponsors
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