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The Economy and Its Impacts on Investment
Join us as we delve into current issues impacting the economy and investment portfolios.
The Case for Multiple Giving Vehicles
Understand the motivations for using multiple vehicles and how to create the most useful structure for your philanthropic goals.
Investing in North Minneapolis: An Invitation for Philanthropy to Engage
Learn about investment opportunities for PRIs, impact investments, and other philanthropic support for the Northside of Minneapolis.
Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
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.
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.