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Events for Professional Advisors

Our Philanthropy in Your Practice events cover the latest charitable 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 philanthropy@spmcf.org.

To be notified of future events, please join our email list exclusively for professional advisors.

Upcoming Events

Foundation Happy Hour: The Power of Stewarding Charitable Dollars for Impact

Join us for an interdisciplinary happy hour to mingle with tax, legal and financial professionals working with charitably minded clients. Chief Investment Officer, Shannon O’Leary, will provide remarks on how the Saint Paul & Minnesota Foundation leverages a “spectrum of capital” to create community impact through your clients’ charitable dollars. She will also share how her team’s intentional focus on aligning investments with the foundation's mission have produced returns that have outperformed other community foundations of similar size.

Event Details

4 - 6 p.m.

Summit Brewing Company - Admin and Training Building

REGISTER

Past Events

What You and Your Clients Need to Know About The Changing Donor Advised Fund Landscape

Join us for an insightful educational webinar about the changing DAF landscape with Jeremy Wells, Senior Vice President of Philanthropic Services at the Saint Paul & Minnesota Foundation, and Michael Sampson, Partner at Maslon LLP. You will walk away with a better understanding of the proposed regulatory and legislative changes, how these proposed changes may impact your clients, and how Saint Paul & Minnesota Foundation is advocating on behalf of donors to ensure that philanthropy in Minnesota continues to thrive.

Event Details

Virtual

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

Event Details

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.

Speakers:

Nausheena Hussain
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

Read more on working with Muslim donors

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.

Event Details

Minneapolis Club

Alice Tchourumoff

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.

Event Details

11:30 a.m. - 3:30 p.m.

Oak Ridge Country Club

Bryan Clontz headshot

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.

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