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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 Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.
Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
Governance 101 and Legal 101 for Grantmakers
Join MCF and partners from Lathrop GPM for a quick dive into legal and governance basics for foundations.
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.
McKnight Foundation Investment Policy Statement
Most foundations are required by law to distribute 5 percent of the value of investment assets each year to charitable and administrative purposes.
Principles for Philanthropy: Introductory Presentation
MCF offers this PowerPoint deck as a tool for educating your colleagues, staff, board or community members about the Principles for Philanthropy.
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.