Philanthropy In Your Practice: How to Maximize Income and Tax Planning with Charitable Remainder Trusts

In this Philanthropy in Your Practice event, attendees heard from Dana Holt, JD RICP AEP® CAP®, CEO & Philanthropic Strategist, Holt Consulting, LLC; Kyle Wesely, CPA, Wesely & Wesely, CPAs; and Mariah Brook, Director of Gift Planning, Saint Paul & Minnesota Foundation, on how Charitable Remainder Trusts may benefit their clients. Our panel of experts shared case studies of the most common ways CRTs are being used today.

Philanthropy in Your Practice: Amplify Your High Net Worth Practice with Philanthropic Planning

Speakers:

• Dana Holt, JD RICP AEP^® CAP^®, CEO & Philanthropic Strategist, Holt Consulting, LLC
• Jennifer Vickerman Akaolisa, CFRE, Gift Planner, Saint Paul & Minnesota Foundation

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.

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.

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

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

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.