| Past Events |
|
Click on the event title below to download the session handout. 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 January 23, 2018  2018 Tax and Economic Outlook The first year of the Trump Administration benefited from a relatively healthy economy, and set the stage for dramatic changes in the US tax system -- with serious implications for charitable giving. While donors don’t decide to make a contribution solely for tax reasons, tax incentives can make a big difference in the amount they contribute. This presentation will examine the current status and likely effects of federal tax changes affecting charitable giving, present an overview of economic trends within Minnesota’s nonprofit sector, and spotlight several emerging issues that will affect this field in the years ahead.   Presenters: Adam C. Watts J.D., Gift Planning Officer, Mayo Clinic and Bethel M. Ruest, M.B.A, Gift Planning Administrator, Mayo Clinic
This presentation will introduce the FLIP CRUT as a strategic philanthropic vehicle aimed at utilizing your benefactor’s large non-liquid assets, and then examine the step by step process and responsibilities for establishing a FLIP CRUT, its’ benefits, and potential pitfalls. March 6, 2018  Mindful Solicitation Fundraising for major and planned gifts requires focus, responsiveness, and presence in the moment, as well as an ability to work nimbly through objections and changes in course. In this session, we’ll learn and practice 3-4 concrete skills that you can use to build resilience, manage your emotions, and stay present throughout all stages of qualification, cultivation and solicitation. Techniques will be drawn from research-supported fields like cognitive behavioral therapy, positive psychology, and mindfulness meditation. We will also have time for questions and conversation.  J. Patrick Plunkett, Larkin Hoffman
The speaker will address charitable opportunities that the owner of a business should consider when deciding to sell an existing business (or a substantial ownership interest in a business). Topics will include: using the proceeds from the sale to create a Family Foundation or establish a Donor Advised Fund with an established charity; transferring part of the ownership interest in the business to a charitable organization before the sale; and compliance with tax requirements. May 1, 2018  Robert W. Dietz, Bernstein’s Wealth Strategies Group
In this collection of advanced charitable planning case studies, Robert Dietz, a Director in Bernstein’s Wealth Strategies Group, explores how goal-based, quantitative planning can enhance charitable and personal wealth. Cases include: (i) a look at the planning implications of the Tax Cuts and Jobs Act; (ii) planning with charitable remainder unitrusts (CRUTs) in the current environment; (ii) ideas for structuring inter vivos charitable lead annuity trusts (CLATs) in the current environment; (iv) a unique look at testamentary charitable lead annuity trusts. Robert will use sophisticated wealth forecasting software to highlight key findings. July 17, 2018  Dana J. Holt, JD RICP AEP, HOLT Consulting 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 serves on the board of the MN Planned Giving Council and lives in Lauderdale, MN with her two retired racing greyhounds.
2017January 24, 2017
When we think of trusts, we think of inter vivos trusts (i.e., trusts established during one's lifetime) and testamentary trusts (i.e., trusts which are written today, but not funded until death happens in the future). A different way of looking at trusts is to think of trusts from the perspective of saving taxes and from the perspective of controlling assets. This presentation will identify the various types of trusts and how they fit into the category of tax savings and the category of control. The person attending this seminar will gain more in-depth knowledge regarding the substantive considerations as to when various types of trusts are appropriate and a more complete understanding of how various types of trusts link together, to provide a clear path to effectuate planning goals and objectives. March 28, 2017
Form 990: A Powerful Tool For many organizations, the Form 990 is one of the most powerful communication tools they have with donors and other constituents. While the Form 990 is a tax form and is required to be filed to maintain tax exempt status, it goes well beyond the numbers and includes a significant amount of information about the governance and operations of the exempt organization. Do you know what donors and other users are seeing when they are looking at your organization’s Form 990? If you are a donor, do you know what parts of the return can provide information on some of the key information you might want to know about the organization? What parts of the return do the IRS and other watchdog organizations focus on? We will share with you helpful hints on what areas of the Form 990 are most important to focus on and best practices for evaluating the information provided. 2016July 19, 2016 March 8, 2016 January 12, 2016 2015September 22, 2015 July 28, 2015 May 26, 2015 Plannual Giving (PDF) March 18, 2015 Words That Work: The Phrases that Encourage Planned Giving (PDF) January 27, 2015 What Motivates a Client to Create a Charitable Lead Trust (PDF) 2014January 14, 2014 Healthcare Reform and Our Donors - The Big Unknown (PDF) March 11, 2014 The Sweet Lowdown: Troubleshooting Tricky Gift Annuity Situations and Remembering Why We Bother (PDF) May 13, 2014
2013The presentations from the May 2013 program will not be available for download per the request of the presenters. January 8, 2013 March 12, 2013 2012January 10, 2012 I Love You But I Don't Trust You: Dealing with Donor Restrictions March 13, 2012 Wealth: What's Changing? And What Difference Does it Make? May 8, 2012 July 17, 2012 September 11, 2012 Planned Giving Triggers: Scientific Findings on the Influencers and Activities that Yield Gifts 2011January 11, 2011 UPMIFA Impact on Fundraising, Boards, and Internal Control for Not for Profit Organizations March 8, 2011 Education Seminar: Relationships: Professional Advisors and Gift Planners – The Good. The Bad. The Ugly.
July 12, 2011 Breakfast Meeting: The Ethics of Building Trust September 13, 2011 All in the Family 2010January 12, 2010
March 9, 2010 Keys to Planned Giving Success May 11, 2010 Why, and How, to Pursue Real Estate Gifts During Challenging Economic Times Why, and How, to Pursue Real Estate Gifts During Challenging Economic Times July 13, 2010 September 14, 2010 Four Keys to Capture Women's Wealth, Power and Influence
2009January 13, 2009 Ethical Issues in Charitable Gift Planning: A Discussion of Best Practices March 10, 2009 Donor-Centered Fundraising in a Down Economy: May 12, 2009 September 8, 2009
Mile High Goals: Gift Planning and Mega Capital Campaigns |
1/21/2025
Joint MGPA & FPA MN January Event
10700 W Highway 55, Suite 275
Plymouth, MN 55441
Tel: (952) 564-3046 | Fax: (952) 252-8096
Email: office@mngpa.org
