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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 Professional Advisors email list below.

Upcoming Events

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.

Event Details

11 a.m. - 12 p.m., virtual

Register today

Insider Briefing: Multigenerational Estate and Philanthropic Planning: The Critical Conversations

Talking with your clients about multigenerational charitable giving and estate planning is an excellent opportunity to deepen your relationships, increase client satisfaction and set your practice up for continued future success.

Join webinar speaker Tom Rauenhorst, vice president and trust advisor at City National Bank, as he discusses how important it is for advisors to encourage their clients to talk to their families about philanthropy.

Event Details

12 - 1 p.m., virtual

Register

Past Events

Insider Briefing: Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

How would you help a client who wants to donate farmland, mineral rights or a vacation home to their favorite nonprofits? Non-cash assets such as real estate, closely held stock and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.

Having a thorough understanding of charitable planning techniques is critical when assisting clients with charitable giving and tax planning. Join Bryan Clontz and learn how you can maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets.

Event Details

View this event recording on demand.

View the Webinar

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

Diana L. Marianetti, attorney at Maslon LLP, shared her expertise in helping individuals and families plan for both the expected and unexpected. Diana shared 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.

Diana Marianetti

Insider Briefing: Minnesota: The 2020 Elections & Beyond

The 2020 election cycle is generating widespread interest as Americans prepare to vote amidst some of the most tumultuous circumstances in modern history. In this webinar, hear from David Schultz, Professor of Political Science and Legal Studies at Hamline University and Professor of Law at the University of Minnesota, as he examines the issues, factors at play in upcoming state and national elections and possible outcomes for 2021 and beyond.

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