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Insider Briefing Events for Professional Advisors

Our Insider Briefings cover the latest giving strategies, current trends in philanthropy and best practices for advising clients on philanthropy. We are pleased to offer continuing education credits (CLE, CFP, CPA) at these free events.

To register for an upcoming event, email our Philanthropic Services team at philanthropy@spmcf.org.

To be notified of future events, please join our monthly email list exclusively for professional advisors.

Upcoming Events

Past Events

Insider Briefing: An Economy That Works for All

We held a moderated conversation between Alene Tchourumoff of the Federal Reserve Bank of Minneapolis, and Casey Shultz, director of investor relations at the Saint Paul & Minnesota Foundation. The conversation focused on the Fed’s work in community, understanding inflation and barriers to economic opportunity.

Event Details

Minneapolis Club

Alice Tchourumoff

Insider Briefing with Bryan Clontz

We were please to invite professional advisors to lunch and two interactive sessions with Bryan Clontz, founder and president of Charitable Solutions, LLC.

Session 1: Top 10 Charitable Trends Every Advisor Should Know
Working with your clients on their charitable giving plans? You may ask yourself questions like what are the best giving vehicles and assets to give right now? How will changing demographics change charitable planning? How are nonprofits and advisors distilling the vast range of charitable planning information available? Join Bryan as he explains the top 10 trends changing the charitable planning landscape.

Session 2: Donor Advised Funds: The Swiss Army Knife of Gift Planning
Join us for an interactive session with Bryan as he presents the history, growth and current status of donor advised funds – the fastest growing charitable vehicle over the last 20 years. Learn from four distinct case studies covering complex charitable planning situations and explore how donor advised funds present an ideal solution. This session also touches on the legal, tax, investment and financial planning techniques unique to your client’s situation and needs.

Event Details

11:30 a.m. - 3:30 p.m.

Oak Ridge Country Club

Bryan Clontz headshot

Insider Briefing: What is a Community Foundation?

You have likely heard of a community foundation — but what exactly do they do, or how do they differ from other foundations or nonprofit organizations? Community foundations play a vital role in the community, and they can be a tremendous asset for donors and professional advisors as well!

Hear from three panelists as they explore how the Saint Paul & Minnesota Foundation supports community. Learn more about the Foundation’s unique work, including how we work with professional advisors and donors, and services we provide nonprofits.

Insider Briefing: Partnering with a Community Foundation

As a trusted advisor, you want to provide the best options to meet your clients' needs - including their charitable giving goals. A community foundation can be a great partner to amplify your clients' giving and help them plan for their futures.

Join us for a webinar discussion as we explore the many benefits of partnering with a community foundation. Our panel of Wells Fargo advisors will share their top tips on what questions to ask your clients to assess their giving goals and priorities, and how foundations can help you create unique, personalized solutions for their needs. You will also learn more about the collaborative process of engaging with a community foundation, orientation and ongoing relationship management.

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