Children’s Minnesota forms new Legacy Advisor group
Twenty-one-member advisory group to educate Children’s constituents and the community about the benefits of legacy planning and endowment
Minneapolis, Minn. – (February 11, 2015) – Children’s Minnesota announced today the creation of a Legacy Advisor group intended to educate Children’s stakeholders and community members about the importance of legacy planning and endowment to support pediatric health for future generations. Twenty members of the new group were chosen via nominations from Children’s Foundation Board and referrals from Children’s benefactors.
On a volunteer basis, members of the Legacy Advisor group will draw on their business and community leadership experience, and will work with Children’s board and gift planning team to share best practices and estate planning strategies.
“The goal of Children’s Legacy Advisors is to inspire philanthropists who are eager to ensure their financial security and family legacy, while investing in the health of children for years to come,” said Greg Goven, retired senior vice president of C.H. Robinson Worldwide Inc. and chairman of Children’s Foundation board. “Our Foundation board recruited these top professionals as they are known for their high-level of service and deep charitable planning expertise.”
The new Children’s Legacy Advisors group includes the following prominent business and community leaders:
- Laurence Altman, Fortune Financial
- Christopher J. Burns, Henson & Efron, P.A.
- Bob Cohen, Tamar Fink
- Monica S. Eckberg, Northwestern Mutual
- Bradley J. Frank, Barnes & Thornburg LLP
- Megan E. Gehrman, Sterling Retirement Resources Inc.
- Elizabeth Gustafson, Envoi LLC
- Wil Heupel, Accredited Investors Inc.
- Nicholas Houle, CliftonLarsonAllen Wealth Advisors LLP
- Jon D. Kennedy, Meristem Family Wealth
- Shannon King, SilverOak Wealth Management LLC
- Alyssa Kreutzfeldt, Principal Financial Group
- Laura Krishnan, Stinson Leonard Street LLP
- Gregory A. Kvam, Briggs and Morgan, P.A.
- Scott A. Mortensen, Bernstein Global Wealth Management
- Steven K. Orloff, Robins Kaplan LLP
- Howard Pakola, Pakola, Steichen & Company LLP
- Marya P. Robben, Lindquist & Vennum LLP
- Michael P. Sampson, Maslon LLP
- Scott Thuleen, Ameriprise Financial
- Thomas Wesely, Wesely & Wesely CPAs
“Many of our new advisory board members also are parents of patients or have been personally touched by an experience at Children’s, and wanted to give back with their expertise and time, said Theresa Pesch, president of Children’s Foundation. “We’re thrilled to call these individuals partners to our team, and are grateful for the time and skills they are giving to our organization.”
Children’s gift planning program serves and remembers those who have made legacy gifts to support the organization’s efforts well into the future. Gifts can take the form of a future legacy provided for estate plans, or a present legacy made possible by the establishment of a permanently endowed fund. In both cases, legacy gifts promote sustained, long-term financial support for the work of the Children’s.
About Children’s Minnesota
Children’s Minnesota is one of the largest pediatric health systems in the United States and the only health system in Minnesota to provide care exclusively to children, from before birth through young adulthood. An independent and not-for-profit system since 1924, Children’s serves kids throughout the Upper Midwest at two free-standing hospitals, 12 primary and specialty-care clinics and six rehabilitation sites. Children’s maintains its longstanding commitment to the community to improve children’s health by providing high-quality, family-centered pediatric services and advancing those efforts through research and education. This work is made possible in large part by generous philanthropic and volunteer support from individuals and organizations throughout the state and region. An award-winning health system, Children’s is regularly ranked by U.S. News & World Report as a top children’s hospital and by The Leapfrog Group for quality and efficiency. Please visit childrensMN.org.