Get to know Katie!


Located In
Minneapolis, Minnesota

Partners Located In


University of Minnesota Law School, J.D., cum laude, 1999

Northwestern University, B.A., Sociology (Thesis with Distinction) and Political Science, 1996

Memberships & Associations

National Association of Charitable Gift Planners, 2005-Present

Minnesota Planned Giving Council, Member, 2005-Present; Board of Directors, 2008-2013, 2020-Present; Conference Committee Sponsorship Director, 2006-2007; Treasurer, Finance Committee Chair, 2008-2010; Membership Committee Chair, 2010-2013; Brisk Walk Committee, 2014-2017

Minnesota State Bar Association (MSBA), Probate & Trust Law Section, Member, 2000-Present; Governing Council, 2009-2015; Legislation Committee, 2007-2012

Association of Fundraising Professionals, 2019-Present

Fellow in Charitable Estate Planning (FCEP), Charitable Estate Planning Institute


Generoworks LLC, President and Owner, 2016-Present

Minnesota Public Radio, American Public Media, Planned Giving Director and Senior Planned Giving Officer, 2012-2019

University of Minnesota Law School, Associate Director of Advancement, 2009-2012

University of Minnesota Foundation, Planned Giving Officer, 2005-2009

Dorsey & Whitney LLP, Attorney, 2000-2005

Joe enjoys helping couples and individuals put together plans in line with their values that give them financial peace of mind, provide for their families, and make the world a better place through the nonprofits they often support.

Joe is President and owner of the consulting firm Generoworks LLC (, specializing in planned giving and family philanthropic advising.  Until making consulting his full-time occupation in 2019, Joe was the Planned Giving Director at Minnesota Public Radio and American Public Media in St. Paul, Minnesota.  Prior to that, he worked as Associate Director of Advancement at the University of Minnesota Law School, as a Planned Giving Officer at the University of Minnesota Foundation, and as an estate planning attorney at Dorsey & Whitney LLP in Minneapolis. 

He is active in his local community and has spent several years on numerous boards and committees.  Joe is a regular presenter for the Minnesota Planned Giving Council and other organizations, and serves as the national Planned Giving Advisor and facilitator of the Legacy Leaders cohort for Greater Public.  He also co-founded Stage of Life® (

Joe lives in Minneapolis with his wife Lisa and three kids.  In addition to his family, he loves people, music, cooking, wine and beer, sports, reading, learning, camping and hiking, being on the water, photography, games, humor, and anything having to do with the great state of Minnesota.