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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, contact Shannon Nemer at 651.325.4272 or by email.

To be notified of future events, please join our Professional Advisors email list below.

Upcoming Events

Insider Briefing: Estate Planning in the Age of COVID-19

Join Diana L. Marianetti, attorney at Maslon LLP, as she shares her expertise in helping individuals and families plan for both the expected and unexpected. Diana will share must-have estate planning documents in the age of COVID-19, how to safely sign them, and how future events, like the upcoming elections, may affect your clients' financial plans.

Event Details

12 p.m. - 1 p.m.

Virtual event

Past Events

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.

See the photos

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