What is Planned Giving? What is Planned Giving?

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.

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.

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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.

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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.

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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.

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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 22 years of development experience including 15 years as a major gift development officer. . .

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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. . .

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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.

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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.

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Karen I. Taylor, Senior Legal Assistant,

joined the Planned Giving Team of LDS Philanthropies in 2006 to provide legal assistance and administrative support. Karen has several years of experience as the business manager of a small estate planning law firm, managing all aspects of the office from accounts payable/receivable to human resources.

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