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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.
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.
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.
Impact Investing Network: Mission-Aligned Investments in a Time of Uncertainty
Mission-aligned investments and PRIs can allow you to create outsized impact with your foundation's dollars, even in uncertain times.
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 Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.