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 firstname.lastname@example.org.
To be notified of future events, please join our monthly email list exclusively for professional advisors.
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!
Join this virtual conversation and 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 with Bryan Clontz
We will host two sessions with noted advisor Bryan Clontz: Top Ten Charitable Trends Every Advisor Should Know and Donor Advised Funds: The Swiss Army Knife of Gift Planning.
11:30 a.m. - 3:30 p.m.
Oak Ridge Country Club
Insider Briefing: A Discussion with Alene Tchourumoff
A Discussion with Alene Tchourumoff of the Minneapolis Federal Reserve
11:30 a.m. - 1 p.m.
Location to be determined
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.
Insider Briefing: The COVID Pandemic: The Evolving Reality
Speaker: Dr. Michael Osterholm
Join us for the first Insider Briefing of the year, and hear from Dr. Michael Osterholm, director of the Center for Infectious Disease Research and Policy. Dr. Osterholm will describe the epidemiology of COVID-19, what public health strategies can be used to reduce transmission, and how the world will likely look one year from now as a result of the pandemic.
1 - 2 p.m., virtual