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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.
Essentials in Philanthropy: A Historical Context
Examining the history of institutional giving in the U.S. to forge a stronger sector.
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.
Managing Family Dynamics in Governance
Learn strategies to manage dynamics, build in moments for family connection, and facilitate group decision-making.
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.
Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
Crafting a Compensation Philosophy
A compensation philosophy serves as a guide for employers who are making compensation decisions. It also provides transparency to employees who seek to understand decisions that are made.
2023 Transfer of Wealth Study
The University of Minnesota Extension Department of Community Development has released an updated Transfer of Wealth Study for Minnesota.