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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.
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.
Financial Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.
Impact Investing: PRI, MRI, ESG Primer
Learn the differences between mission related investments, socially responsible investments, and ESG (environmental, social, and governance criteria).