Bob is a principal at Gray Plant Mooty and practices in the area of charitable gift planning. He represents colleges, universities, churches, health care organizations, social service agencies, arts organizations, and other nonprofit entities in developing and implementing gift plans for their donors. Bob chairs the firm’s Charitable Gift Planning team. He is a regular speaker at regional, national, and international conferences on planned giving.
Presentations
- “Text Messages: Proper and Improper Use of Gift Agreements and Pledges,” GPM Charitable Planning Breakfast Briefing, May 24, 2011
- "Smoke, Mirrors, and Money: What Does the 2010 Tax Act Really Mean for Charitable Gift Planning?" Minnesota Planned Giving Council, May 10, 2011
- "Stump the Experts," panel member, 34th Annual Minnesota Planned Giving Conference, November 2-3, 2010
- "We're Not in Kansas Anymore: The Changing Relationship Between Donors and Charities," copresenter, 34th Annual Minnesota Planned Giving Conference, November 2-3, 2010
- “Making Lemonade: Recipes for Charitable Planning in the Aftermath of the Great Recession,” copresenter, 36th Annual Probate & Trust Law Section Conference, June 8, 2010
- “Reform Roulette: Recent and Upcoming Changes in the Legal and Legislative Landscape, 2010 American Council on Gift Annuities Biennial Conference,” New Orleans, Louisiana, April 30, 2010
- "Handling Restricted Gifts, Charitable Trusts, and Estate Workouts in an Increasingly Litigious Environment," GPM Charitable Gift Planning Breakfast Briefing, March 3, 2010
- “All Stressed Out With No Place to Grow? Finding Planned Gift Opportunities During the Recession,” 2009 Minnesota Planned Giving Conference, St. Paul, Minnesota, November 3, 2009
- “Cows, Corn, and Cellos: Underused Assets in Planned Giving,” GPM Higher Education Breakfast Briefing, April 14, 2009
- “Bernanke Bingo: Gift Planning in a Low Interest Rate Environment,” 2008 Minnesota Planned Giving Conference, St. Paul, Minnesota, November 5, 2008
- “All in the Family: The Role of Charitable Gifts in Business Succession Planning,” 2008 Minnesota State Bar Association Probate & Trust Law Section Conference, St. Paul, Minnesota, June 9, 2008
- “The Best of Times, the Worst of Times: Recent Changes in the Legal and Legislative Landscape,” 2008 American Council on Gift Annuities Biennial Conference, Chicago, Illinois, April 3, 2008
- “The Good, the Bad and the Ugly: Distinguishing Creative CRTs from Abusive and Disastrous Ones,” Minnesota Planned Giving Council, 2007 Minnesota Planned Giving Conference, November 7-8, 2007
- “Who Gets the Cookies?: New Developments in Trust and Estate Litigation,” copresenter, Minnesota State Bar Association CLE, 2007 Probate & Trust Law Section Conference, June 11-12, 2007
- “Supercharge Your Planned Giving Program,” Gray Plant Mooty's Higher Education Breakfast Briefing, Minneapolis, Minnesota, March 6, 2007
Education
- University of Minnesota Law School, J.D., magna cum laude, 1983
Minnesota Law Review, editor
Order of the Coif - Harvard University, undergraduate degree
Phi Beta Kappa
Professional Activities
- National Council on Planned Giving
- Minnesota Planned Giving Council
- American Bar Association
- Minnesota State Bar Association
- Hennepin County Bar Association