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 (CFP, CLE, and non-board approved CPE) 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: Public Health in Minnesota
Former Minnesota Department of Health Commissioner Jan Malcom joined the last Insider Briefing of 2023 to discuss the state of public health in Minnesota. She addressed Minnesota’s biggest current public health challenges, critical lessons learned from the pandemic, and what it means for our future.
Insider Briefing: Advising Business Owners on Optimizing their Philanthropic Impact
Speakers: William Blackburn, Steve McConley and Marie Ruzek, Wells Fargo
A business transition can provide business owners with a once-in-a-lifetime opportunity to realize a long-standing goal to help others through a philanthropic gift. In this Insider Briefing event, hear from three wealth and philanthropic management experts on best practices for advisors to navigate philanthropic goals with their clients. Topics will include tools available for business owners to direct their philanthropy, how to help your clients in planning ahead, ways to get the conversation around philanthropic goals going with clients and a real-life success story to inspire ideas.
CFP, CLE and non-board approved CPE continuing education approved
Minneapolis Club, Minneapolis
Insider Briefing: Mental Health, Well-Being and Implicit Bias in a Post-COVID Environment
Life and work during the COVID-19 pandemic have been challenging for many people, including client serving professionals like attorneys, financial advisors and accountants. For many of these advisors, stigma continues to prevent them from seeking the help they need.
Speaker: Joan Bibelhausen, Executive Director, Lawyers Concerned for Lawyers
Insider Briefing: Planning Considerations and Opportunities for Partnering with Muslim Donors
It is increasingly important for professional advisors to understand the diverse needs of their philanthropic clients. Minnesota is home to a vibrant Muslim community, and we are proud to partner with three experts to offer knowledge on Muslim philanthropy and Sharia compliant investing.
Principal, Nissa Consulting
Fatima Iqbal, CFP®
Investment Advisor and Senior Financial Planner, Azzad Asset Management
Imam Asad Zaman
Executive Director and Imam, Muslim American Society of Minnesota
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.
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.
11:30 a.m. - 3:30 p.m.
Oak Ridge Country Club
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.