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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.

M. Wesley Mashburn, Manager, Gift Planning 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 . . .

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David J. Bonner, Gift Planning Specialist, Professional Relations Coordinator,

received his Bachelor of Science degree from the University of Utah, 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. Following law . . .

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Spencer Ellis, Professional Relations Coordinator,

received his degree from Brigham Young University in accounting. He has been with Gift Planning Services at LDS Philanthropies for over five years and previously worked as the Finance Manager at LDS Philanthropies for five years. Prior to coming to LDS Philanthropies, . . .

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Beth Lindorf, Staff Assistant,

received her Bachelor of Science degree from Brigham Young University. She then joined a small private practice law firm in California as a legal assistant and office manager, handling all office functions ranging from drafting pleadings and document management to accounting and client relations. Beth also brings . . .

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Carl A. McLelland, Planning Services, Gift Planning Specialist,

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 Partnership for Philanthropic Planning, and the Utah Planned . . .

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Jerry L. Reynolds, Gift Planning Specialist, 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, . . .

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Ben Stahmann, Gift Planning Specialist,

grew up in Orem, Utah, and received degrees in History and Law from BYU. He practiced law in Utah County, then joined the executive staff of the Boy Scouts of America National Office in Irving, Texas, first as Associate Director of Tax and Legal Services, then as National Director of . . .

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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. Prior to her . . .

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