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Place-based Investing and Impact Investing Luncheon
Join us for an educational workshop to learn about a financial tool that may help your organization build local generational wealth, and hear the latest updates on financial and social impact performance of our Minnesota Impact Investing Initiative (MI3) fund.
Our Journey to Values-Aligned Investing
Join this session to hear from three foundations that have taken incremental steps to incorporate investment policies, practices and statements that demonstrate a commitment to organizational values.
Fiduciary Responsibilities and Legal Basics in Family Philanthropy
Learn about basic fiduciary duties, governance policies, legal responsibilities and more in the context of family philanthropy.
Employee Retirement Plans: Understanding Your Fiduciary Responsibilities
Join this session for an overview of a retirement plan fiduciary’s responsibilities and resources to increase your confidence in your role.
The Case for Multiple Giving Vehicles
Understand the motivations for using multiple vehicles and how to create the most useful structure for your philanthropic goals.