About the Planned Giving Office
The LDS Philanthropies Planned Giving Office
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Mission Statement
The mission of the LDS Philanthropies Planned Giving Office is to assist individuals and families in perpetuating their family values and charitable inclinations through values-based gift planning.
Objectives
The Planned Giving Office is a facilitator to the fund-raising activities of LDS Philanthropies (LDSP) designed to efficiently enable planned gifts and to cultivate legal, tax, and financial professionals so LDS Philanthropies representatives have more time to work with donors. The Planned Giving Office has seven objectives.
- Train and partner with LDSP representatives in working with prospective donors who are interested in making a planned gift.
- Provide "value added" services to LDSP representatives by providing documents for deferred gifts, scholarships, and endowments.
- Provide planned giving assistance to prospective donors and their professionals.
- Assist with planning and processing major, complex donations.
- Proactively market planned gift opportunities to target prospective donor constituencies and their professionals.
- Establish recognition societies to honor and cultivate donors who have made deferred gifts.
- Establish a national planned giving council of members who provide advice or advocacy for, and referrals of, prospective donors.
Team Members
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Ron Black, Manager, Planned Giving Office, is a Certified Financial Planner, Certified Fund Raising Executive, and a Certified Specialist in Planned Giving. He has over thirty years of experience in financial, estate, and gift planning. He has served as a vice-president of Clark Securities Network, a national financial planning broker dealer with clients in thirty-eight states. He has also served as the president of Parr Securities Network, as well as president of Sundahl Black and Associates. He has served on the boards of three financial planning broker dealers.
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David J. Bonner, Planning Services, Professional Relations Coordinator, received his Bachelor of Science degree from the University of Utah in 1984, with majors in Political Science and Sociology. He also served an internship with the Hinckley Institute of Politics. David earned his Juris Doctor degree from Brigham Young University in 1987. Following law school, he served a judicial clerkship and then worked in the land department of Shell Oil Company. David experienced a winter semester with Russian law students when invited to serve as a visiting lecturer at Moscow State University. Prior to coming to LDS Philanthropies in 2000, David was the Endowment Director for the Montana Council of the Boy Scouts of America. He is a member of the Utah Bar Association and is a former president of the Southern Utah Estate Planning Council. David is also a member and former officer with the Utah Valley Estate Planning Council.
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Spencer Ellis, Finance, Professional Relations, received his degree from Brigham Young University in accounting. He has worked for The Church of Jesus Christ of Latter-day Saints for over five years as the Finance Manager for LDS Philanthropies. Before working for the Church he spent three years working at Maddox, Thomson and Associates specializing in small business, partnership, and trust tax returns. Prior to that he spent three years working for KPMG in the Budapest, Hungary, and Houston, Texas, offices as a financial auditor. Spencer is a licensed CPA and is a member of the AICPA and a board member of the Utah Valley Estate Planning Council.
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Richard E. Fitt, Planning Services, Wills and Trusts Officer, earned his bachelors degree in 1972 and a masters degree in 1975 at Brigham Young University. Richard joined LDS Philanthropies in 1985 and has had 26 years of development experience including 15 years as a major gift development officer and 11 years in the Planned Giving Office of LDS Philanthropies. Currently his responsibilities include focusing on donor stewardships and records for revocable gifts, life insurance gifts, and self-administered charitable remainder trusts benefiting the Church and its sponsored institutions. He is a Certified Specialist in Planned Giving and a Certified Fund Raising Executive.
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M. Wesley Mashburn, Planning Services, Training Services, graduated summa cum laude from Brigham Young University in 1992 and received his Juris Doctor (magna cum laude) from the Brigham Young University J. Reuben Clark Law School in 1995, where he was Executive Editor of the Journal of Public Law and earned membership in the prestigious Order of the Coif. Wes served as a law clerk for the U.S. Senate Judiciary Committee and then for a Justice of the Nevada Supreme Court; he later became a staff attorney for the Nevada Supreme Court. He was an associate at the law firm of Ballard, Spahr, Andrews, and Ingersoll in Salt Lake City before joining the LDS Philanthropies Planned Giving Office in 2001. Wes is a Certified Specialist in Planned Giving. He has also been a member of the National Committee on Planned Giving and the Utah Planned Giving Roundtable. He is a former officer and current member of the Utah Valley Estate Planning Council.
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Carl A. McLelland, Planning Services, Support Services, graduated from the University of Utah in 1977 with a degree in Political Science. He earned his Juris Doctor from Brigham Young University in 1980. He is a member of the Utah Bar Association, the National Council on Planned Giving, the Utah Society of Fundraisers, and the Utah Planned Giving Round Table. He is a Certified Specialist in Planned Giving. Prior to coming to LDS Philanthropies, he served as the vice-president of Finance and Operations at the Children’s Miracle Network. He has been with LDS Philanthropies since 1991.
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Jerry L. Reynolds, Compliance, earned his Baccalaureate degree in Accounting from Brigham Young University in 1977. He also earned his Juris Doctor from Brigham Young University’s Law School in 1980. He is a member of the Utah State Bar Association. Prior to joining LDS Philanthropies, Jerry practiced law in Provo, Utah with an emphasis in real estate law, banking law, commercial law, and wills, trusts, and estates. He has been with LDS Philanthropies since 1999.
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Karen I. Taylor, Senior Legal Assistant, has several years of experience as the business manager of an estate planning law firm. Prior to her experience as business manager, Karen provided direct support as a legal secretary managing estate cases through the probate and/or trust settlement process. She joined the Planned Giving Team of LDS Philanthropies in 2006 to provide legal assistance and administrative support.