Events Postponed through May
The health and safety of our community is our top priority. In an effort to continue doing what we can to mitigate the impact of this pandemic, we have postponed upcoming events through the end of May.
This decision is in line with recommendations made by the Centers for Disease Control and Prevention, Minnesota Department of Health, and the cities of Saint Paul and Minneapolis.
As soon as it is reasonable and safe to do so, we will make arrangements to reschedule all of these events.
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 be notified of future events and the dates for our 2020 Insider Briefing Series, please join our Professional Advisors email list below.
Postponed: Professional Advisor Reception
Please join us for a reception featuring remarks by Eric J. Jolly, Ph.D., president & CEO of the Saint Paul & Minnesota Foundation, and Nancy Brady, president of Neighborhood House. Connect with your colleagues over food and drinks as Eric and Nancy discuss the partnership between the two organizations.
As soon as it is reasonable and safe to do so, we will make arrangements to reschedule this event.
Insider Briefing: New Tax Law
In the wake of 2017 tax reform, professional advisors were left wondering what the effect of charitable giving would be on nonprofit organizations. Together, we reviewed the 2017 tax law changes, discussed the initial known impact on philanthropic trends, and considered solutions to help your clients continue to give to the organizations they love to support.
Insider Briefing: Donor Advised Funds, Bunching and IMFs
At our September Insider Briefing event, Dana Holt of HOLT Consulting presented on how today’s donors are using DAFs in creative ways, and how financial, legal and tax advisors can rise to meet the challenge.View the presentation slides
Professional Advisor reception
At a recent event for professional advisors, attendees learned about how the Saint Paul & Minnesota Foundation partners with Catholic Charities of St. Paul and Minneapolis.