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Events for Professional Advisors

Our Minnesota Charitable Advisors Network 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 the majority of these free events.

Check below for our upcoming events. To be notified of future events, please join our email list exclusively for professional advisors, or reach out to our Philanthropic Services team.

Upcoming Events

Sep 17

PA Reception Webpage 3 x 2 in
Professional Advisor In-Person

Connecting Practice and Purpose: An Advisor Gathering with the Saint Paul & Minnesota Foundation

This Minnesota Charitable Advisors Network event is an opportunity for professional advisors to connect and gather with the Saint Paul & Minnesota Foundation.

Afternoon
Urban Growler, Saint Paul

Past Events

Apr 30

Person working on laptop
Professional Advisor Virtual

Advising at the Intersection of Business Exit, Legacy Building and Community Impact

This Minnesota Charitable Advisors Network educational session discussed business transition strategies that go beyond the transaction.

Virtual Webinar

Sep 16

Sunrise over water with birds
Professional Advisor In-Person

Women of Faith in Philanthropy: A Discussion

This Minnesota Charitable Advisors Network event was for Saint Paul & Minnesota Foundation professional advisors to deepen their understanding of how faith, values and identity inform philanthropic decisions – especially among women clients.

American Swedish Institute

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