Education Session: The Future of Donor Advised Funds

When:  Sep 13, 2022 from 08:30 AM to 10:00 AM (CT)
Associated with  AFP MN, Minnesota Chapter

This event will be hosted as a hybrid session at the Greater Twin Cities United Way office and virtually. Please indicate how you would like to attend during the registration process.

Full event details coming soon!

Panelists
Jeremy Wells, Sr. Vice President of Philanthropic Services at Saint Paul & Minnesota Foundations (and an active member of our AFP-MN Public Policy Committee). Jeremy currently serves as senior vice president of Philanthropic Services at the Saint Paul & Minnesota Foundation, Minnesota’s largest community foundation. In this role, Jeremy serves as the chief fundraising and donor stewardship strategist. He also staffs the Foundation’s board development and governance committees.



Marie Ruzek, Sr. Vice President of Philanthropic Services at Wells Fargo. Experienced philanthropic wealth management consultant dedicated to advancing philanthropic initiatives for the greater good. Strategic problem solver, team-builder, and relationship strategist with excellent presentation and persuasive writing abilities. Facilitator for Board and Family governance including multi-generational philanthropy. Skilled in building relationships, leading complex projects to successful outcome, values-based planning and implementation, people & project management, public speaking, and working collaboratively with team members and across organizations.



Dana Holt, Author, Speaker, Charitable Gift Planning Educator and Consultant. Dana is a charitable gift planning educator and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash.





Moderator
mala-thao-sq.jpgMala Thao, GTCUW. As the Associate Vice President of Major Gifts, Mala helps donors become smarter philanthropists and strengthens Greater Twin Cities United Way’s mission to advocate for social good and develop solutions to address the challenges communities face.