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Essentials in Philanthropy: A Historical Context
Examining the history of institutional giving in the U.S. to forge a stronger sector.
The Economy and Its Impacts on Investment
Join us as we delve into current issues impacting the economy and investment portfolios.
Preparing For and Managing a Productive Board Chair Transition
A board chair transition often prompts larger decisions or a revisiting of the organization’s purpose and practices.
Place-based Investing and Impact Investing Luncheon
Join us for an educational workshop to learn about a financial tool that may help your organization build local generational wealth, and hear the latest updates on financial and social impact performance of our Minnesota Impact Investing Initiative (MI3) fund.
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.