How to Run an Estate Resolution Program

Presenter: Brandon Stenseth and Mike Gozola
Date: August 27, 2019
Time: 1:00 to 2 p.m. EDT
Frontline fundraisers do a wonderful job of securing bequest gifts, but what happens when it's time for the commitment to turn into dollars? We’ll share the purposes, plans and procedures we used to create a dedicated estate resolution program at Mayo Clinic. You’ll learn how to promote the program to internal management and how the program manages all types of gifts, including gifts through probate, gifts through trust and assets that transfer outside of a trust. All our examples come from our experience, including the good scenarios, the bad situations and a few cases that got downright ugly. Whether you are creating an estate resolution program from the ground up, or optimizing an existing program, this presentation is for you. 
What you’ll learn
-    How to build your own estate resolution program, big or small
-    How the program can be a revenue producer for your organization
-    How the program resolves tricky situations that may arise in the estate resolution process
Mike Gozola has been on staff at Mayo Clinic since 2015. He serves as a legal specialist dedicated to the Department of Development, where he leads and manages its estate resolution program and supports the general legal needs of the department including; gift agreements, compliance matters, real estate, charitable trusts and annuities and contracts. Mike also supports the legal needs of the international and corporate and foundation giving teams. His primary objectives include providing the highest level of customer service to his clients and honoring the wishes of Mayo Clinic’s benefactors through careful application of their wishes outlined in their gift vehicles. Mike received his JD from the University of St. Thomas School of Law and has been a licensed attorney in the state of Minnesota since 2014.
Brandon M. Stenseth serves as a gift planning coordinator in the Department of Development at Mayo Clinic, where he supports gifts of real estate, charitable remainder trusts, charitable gift annuities and complex assets. Brandon also leads the gift administration team within the Office of Gift Planning, handling administration of the Mayo Clinic trust and gift annuity programs. He began his career at Mayo Clinic in 2015 in the Legal Department, supporting the Department of Development on estate gifts and a variety of legal review matters. Brandon earned a BS in finance at the University of Wisconsin–La Crosse and a JD from Marquette University Law School. He is a member of the State Bar of Wisconsin.
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CGP National members: $25.00
Non-members: $50.00
Group pricing: $99.00
Group webinars are intended for CGP affiliated councils or groups of up to 5 individuals.
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