March 3, 2010
Present: Amy Eddy, Tricia Lee, Mary Ann Krems, Diane Stuckey, Karen Piel, Todd Kuckkahn & Kathy Davies
Meeting called to order by Karen Piel.
Non-Profit Guide
Kathy reported that the guide is complete and will be delivered to DigiCopy on Monday.
Mary Ann asked if the PC Alliance for Youth was included as she did not recall receiving notice. Kathy agreed to check and ask Marcus to contact Mary Ann. Last minute entries can be done on the final page.
Revenue generated from those that have re-committed is estimated at $1,250. Marcus will be submitting an invoice to our treasurer, Terry Rothmann, for $1,500. This reflects an estimated 40-50 hours of work anticipated at the start of the project. However, Marcus reported that 80 hours has been contributed and he hopes to forward some of those costs to the next project. With this in mind, the Professional Guide will cost approximately $1,500 for Marcus' work. We will receive a disk containing all files used on this project.
A pdf file will be prepared for insertion on our website - Bruce will handle this website update.
These guides will be ready for distribution at the April 27 Estate Planning Seminar.
Professional Guide
It was noted that the Marketing Committee will be taking the lead on this project. Kathy has commitment from Marcus to work on this booklet as well. He will use the same template as the NP Guide. He is asking for support from our group to create a letter to current members of the guide and a list of prospective new members. Kathy agreed to relay this information on to Marketing Committee, i.e. Fred Hebblewhite. Education committee members are asked to refer prospect names to Marketing.
PSA Update
The Planned Giving television ads will begin running on WSAU, WAOW, FOX, and Charter network.
April 8 All Member Meeting
Meeting set for April 8, 9:00 - 10:00 am, at the United Way Community Room. Coffee to be provided by United Way. Program leader is Todd Kuckkahn. Kathy Davies is PGPC chair for FY10 and will lead the meeting. Committee members discussed agenda items - See draft agenda attached. Agenda to be distributed by Bruce to all PGPC membership by March 10. Next all-member meeting set for Sept. 9.
Estate Planning Seminar - April 27 - Promotions
Group discussed media promotions of this event. These assignments were made:
Press Release - kathy Davies to coordinate - Todd agreed to forward past release.
Flyers/ads/direct mail - Anderson Law to coordinate
Community Calendar announcement - Tricia Lee handling
Seminar leader - Karen Piel
PCPG member notice - Bruce to handle notifying all members of display opportunity.
Next Meeting
With the April 8 meeting planned, the committee agreed to cancel the April 1 meeting of this group.
Next meeting set for Thursday, May 6, 9:30 am, Wooden Chair.
Chair: MaryAnn (Send out meeting notice, also!)
Minute Taker: Tricia
February 4, 2010
Present: Amy Eddy, Tricia Lee, Kathy Davies, Karen Piel, Todd Kuckkahn, Bob Stack
The meeting was called to order by Bob Stack.
Minnesota Planned Giving Conference
Kathy has the binder of materials from the November, 2009 Minnesota Planned Giving Conference. She will bring to the next meeting to pass along to anyone interested.
Non-Profit Guide
Marketing is working with Marcus on the new version of the non-profit guide.
Fred is the primary contact with Marcus. Digicopy is printing first run at no charge.
Professional Guide
After much discussion, the following recommendation is going to the Marketing Committee (Bob will contact Fred): Education suggests that (1) Marcus be asked (if not already done) to compile the professional guide; (2) that Marcus send out a letter similar to letter sent to non-profits regarding their interest in be included in the new guide; (3) suggested that the letter to the professionals include information about the past distribution, estimated to be 800-1000 over the last 3 year, in order to encourage their involvement; and (4) that the charges be the same as that for the non-profit guide. Education will provide names of potential new businesses to Marcus.
April 8th Steering Committee Meeting
Todd will be presenting on Top 10 Tips for Planned Giving. Karen will check with Bruce to confirm that he will send out the meeting notice/reminder. At the March meeting the agenda for April 8th will be discussed.
April 27th Seminar
At March meeting, the flyer and other items related to the April 27th seminar will be discussed. Same format as in the past. Andersen presenters will be Amy, Ron and Dave.
Committee Updates
Kelly has moved to the Marketing Committee. Need to connect with LouAnn.
Consider Mary Ann as replacing LouAnn on the chair and minute taker schedule.
Amy will update the chair and minute taker schedule for remainder of 2010.
Next Meeting
The next meeting is Thursday, March 4th at The Wooden Chair at 9:30 a.m.
Chair: Karen Piel; Minute Taker: Kathy Davies
January 7, 2010
Present: Amy Eddy, Tricia Lee, Kathy Davies, Karen Piel, Jodi Pankow
The meeting was called to order by Amy Eddy.
Non-Profit Guide
Updates are in progress (letters/emails have been sent). Kathy will check on printing, but less are planned to be printed with more people accessing online.
Professional Guide
Want to have ready to print about mid-April (in time for April 27th seminar).
Many firms did not want to be in the guide, possibly due to the $200 charge. However, believe some did not understand how the guide would be distributed.
Just a few minor changes to the current version; design will be the same.
April 8th Steering Committee Meeting
Kelly checked with Bruce Bergland (presentation on the "Gilligan's Island Theory" of donor types), but he is not available to present on April 8th. Discussed having an attorney present on what their clients are thinking/asking about charitable giving. Also discussed something along the line of a Top 10 List of Planned Giving Activities to take on for your organization in 2010. Karen has some materials from the MN Planned Giving Conference in November, 2009 to forward to Kathy and Kelly. Kathy and Kelly will be seeing Todd and will ask him if he would be the presenter on a topic such as listed above. Todd could make decision as to what he would like to present.
Kathy will ask Fred to confirm the location of the April 8th meeting.
Next Meeting
The Education Task Force will meet again on Thursday, February 4th at The Wooden Chair at 9:30 a.m.
Chair: Bob Stack
Minute Taker: Karen Piel
Present: Amy Eddy, Tricia Lee, Mary Ann Krems, Diane Stuckey, Karen Piel, Todd Kuckkahn & Kathy Davies
Meeting called to order by Karen Piel.
Non-Profit Guide
Kathy reported that the guide is complete and will be delivered to DigiCopy on Monday.
Mary Ann asked if the PC Alliance for Youth was included as she did not recall receiving notice. Kathy agreed to check and ask Marcus to contact Mary Ann. Last minute entries can be done on the final page.
Revenue generated from those that have re-committed is estimated at $1,250. Marcus will be submitting an invoice to our treasurer, Terry Rothmann, for $1,500. This reflects an estimated 40-50 hours of work anticipated at the start of the project. However, Marcus reported that 80 hours has been contributed and he hopes to forward some of those costs to the next project. With this in mind, the Professional Guide will cost approximately $1,500 for Marcus' work. We will receive a disk containing all files used on this project.
A pdf file will be prepared for insertion on our website - Bruce will handle this website update.
These guides will be ready for distribution at the April 27 Estate Planning Seminar.
Professional Guide
It was noted that the Marketing Committee will be taking the lead on this project. Kathy has commitment from Marcus to work on this booklet as well. He will use the same template as the NP Guide. He is asking for support from our group to create a letter to current members of the guide and a list of prospective new members. Kathy agreed to relay this information on to Marketing Committee, i.e. Fred Hebblewhite. Education committee members are asked to refer prospect names to Marketing.
PSA Update
The Planned Giving television ads will begin running on WSAU, WAOW, FOX, and Charter network.
April 8 All Member Meeting
Meeting set for April 8, 9:00 - 10:00 am, at the United Way Community Room. Coffee to be provided by United Way. Program leader is Todd Kuckkahn. Kathy Davies is PGPC chair for FY10 and will lead the meeting. Committee members discussed agenda items - See draft agenda attached. Agenda to be distributed by Bruce to all PGPC membership by March 10. Next all-member meeting set for Sept. 9.
Estate Planning Seminar - April 27 - Promotions
Group discussed media promotions of this event. These assignments were made:
Press Release - kathy Davies to coordinate - Todd agreed to forward past release.
Flyers/ads/direct mail - Anderson Law to coordinate
Community Calendar announcement - Tricia Lee handling
Seminar leader - Karen Piel
PCPG member notice - Bruce to handle notifying all members of display opportunity.
Next Meeting
With the April 8 meeting planned, the committee agreed to cancel the April 1 meeting of this group.
Next meeting set for Thursday, May 6, 9:30 am, Wooden Chair.
Chair: MaryAnn (Send out meeting notice, also!)
Minute Taker: Tricia
February 4, 2010
Present: Amy Eddy, Tricia Lee, Kathy Davies, Karen Piel, Todd Kuckkahn, Bob Stack
The meeting was called to order by Bob Stack.
Minnesota Planned Giving Conference
Kathy has the binder of materials from the November, 2009 Minnesota Planned Giving Conference. She will bring to the next meeting to pass along to anyone interested.
Non-Profit Guide
Marketing is working with Marcus on the new version of the non-profit guide.
Fred is the primary contact with Marcus. Digicopy is printing first run at no charge.
Professional Guide
After much discussion, the following recommendation is going to the Marketing Committee (Bob will contact Fred): Education suggests that (1) Marcus be asked (if not already done) to compile the professional guide; (2) that Marcus send out a letter similar to letter sent to non-profits regarding their interest in be included in the new guide; (3) suggested that the letter to the professionals include information about the past distribution, estimated to be 800-1000 over the last 3 year, in order to encourage their involvement; and (4) that the charges be the same as that for the non-profit guide. Education will provide names of potential new businesses to Marcus.
April 8th Steering Committee Meeting
Todd will be presenting on Top 10 Tips for Planned Giving. Karen will check with Bruce to confirm that he will send out the meeting notice/reminder. At the March meeting the agenda for April 8th will be discussed.
April 27th Seminar
At March meeting, the flyer and other items related to the April 27th seminar will be discussed. Same format as in the past. Andersen presenters will be Amy, Ron and Dave.
Committee Updates
Kelly has moved to the Marketing Committee. Need to connect with LouAnn.
Consider Mary Ann as replacing LouAnn on the chair and minute taker schedule.
Amy will update the chair and minute taker schedule for remainder of 2010.
Next Meeting
The next meeting is Thursday, March 4th at The Wooden Chair at 9:30 a.m.
Chair: Karen Piel; Minute Taker: Kathy Davies
January 7, 2010
Present: Amy Eddy, Tricia Lee, Kathy Davies, Karen Piel, Jodi Pankow
The meeting was called to order by Amy Eddy.
Non-Profit Guide
Updates are in progress (letters/emails have been sent). Kathy will check on printing, but less are planned to be printed with more people accessing online.
Professional Guide
Want to have ready to print about mid-April (in time for April 27th seminar).
Many firms did not want to be in the guide, possibly due to the $200 charge. However, believe some did not understand how the guide would be distributed.
Just a few minor changes to the current version; design will be the same.
April 8th Steering Committee Meeting
Kelly checked with Bruce Bergland (presentation on the "Gilligan's Island Theory" of donor types), but he is not available to present on April 8th. Discussed having an attorney present on what their clients are thinking/asking about charitable giving. Also discussed something along the line of a Top 10 List of Planned Giving Activities to take on for your organization in 2010. Karen has some materials from the MN Planned Giving Conference in November, 2009 to forward to Kathy and Kelly. Kathy and Kelly will be seeing Todd and will ask him if he would be the presenter on a topic such as listed above. Todd could make decision as to what he would like to present.
Kathy will ask Fred to confirm the location of the April 8th meeting.
Next Meeting
The Education Task Force will meet again on Thursday, February 4th at The Wooden Chair at 9:30 a.m.
Chair: Bob Stack
Minute Taker: Karen Piel