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Fiduciary Responsibilities and Legal Basics in Family Philanthropy
Learn about basic fiduciary duties, governance policies, legal responsibilities and more in the context of family philanthropy.
Managing Family Dynamics in Governance
Learn strategies to manage dynamics, build in moments for family connection, and facilitate group decision-making.
Demystifying Trust-Based Practices: Trust In Action
The philanthropic sector continues to evolve, and many giving families are embracing a trust-based approach to their philanthropy.
PRI Pulse
Learn how Minnesota private foundations have historically used Program-Related Investments.
The 2018 Diversity Among Philanthropic Professionals Report
This report asked participants to identify their role within their foundation, age, gender identity, sexual orientation, race / ethnicity, and disability status.
Employee Retirement Plans: Understanding Your Fiduciary Responsibilities
Join this session for an overview of a retirement plan fiduciary’s responsibilities and resources to increase your confidence in your role.
Our Journey to Values-Aligned Investing
Join this session to hear from three foundations that have taken incremental steps to incorporate investment policies, practices and statements that demonstrate a commitment to organizational values.