Estate Planning for the Charitably Inclined
An expert panel presentation on planning strategies to maximize impact for your community, while aligning your clients’ assets with their personal values and mitigating taxes.
Bios of Panel Members:
Dan Vander Hill serves as the Planned Giving Advisor at Spring Arbor University. He shifted to this fundraising role after 34 years of experience in Student Life Administration at Spring Arbor. Dan is a Certified Gift Planning Professional (CGPP) through Crescendo, and specializes in helping donors achieve their philanthropic goals through their estates and non-cash gifts. Dan is passionate about building relationships with donors and helping them leave a lasting legacy at Spring Arbor University.
Monica Moser has been the President and CEO of the Jackson Community Foundation since March 2011. She has built a responsive philanthropic organization that consistently delivers results by developing new ways to connect people and who care and resources to the causes that strengthen and build our community of Jackson County. This work includes facilitating multi-system analysis, defining system problems, developing goals and objectives, committing to shared measurements and building a spirit of community unity around population improvements while also working with people to harness their charitable intent to have impact in our community. She serves on multiple community collaboratives and as the Vice Chair of the Henry Ford Jackson Hospital Board of Trustees. She attained an MBA from Spring Arbor University in 2009 and lives in Jackson with her husband Steven Trosin.
Rick Mills is an attorney in the Ann Arbor office of the law firm of Smith Haughey where he practices trusts and estates law with an emphasis on advising charitable donors and foundations. He is the vice chair of the Probate and Estate Planning Section of the State Bar of Michigan, where he was involved in the drafting of all major trust legislation since the enactment of the Michigan Trust Code. He is a former chair of the Charitable Planning and Organizations Group of the American Bar Association Real Property Trust and Estate Law Section. In that capacity Rick testified before a Department of Treasury hearing in Washington D.C. on proposed Donor Advised Fund treasury regulations. He has also testified before the Michigan Senate Judiciary Committee on proposed legislation and serves as an advisor to the Uniform Law Commission’s Drafting Committee on the Uniform Transfers to Minors Act. He enjoys writing and speaking and is a co-editor of the book Drafting the Michigan Trust, published by the Institute for Continuing Legal Education, the author of its chapter on Charitable Trusts, and is writing the latest edition of the book Charitable Gift Planning: A Practical Guide for the Estate Planner published by the ABA. Rick is a Jackson native, resides in Jackson with his family, and currently chairs the board of the Jackson Community Foundation.
