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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.
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.
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.
PRI Pulse
Learn how Minnesota private foundations have historically used Program-Related Investments.
Our Journey to Values-Aligned Investing
Join this session to hear from three foundations that have taken incremental steps to incorporate investment policies, practices and statements that demonstrate a commitment to organizational values.
Financial Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.
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.