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Throughout the year, The Minneapolis Foundation hosts seminars on a variety of topics relating to charitable and estate planning for continuing education credit. The Foundation partners with experts in the field to deliver these seminars for professional advisors. We also host events to which you can bring your clients.
We also host a variety of community events on critical issues, strategic philanthropy, and more. You are invited to join us, and to bring any of your clients who might benefit or otherwise be interested in the topic.
View all upcoming events.
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Past seminars for professional advisors have included (among other topics):
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From Ideas to Impact:Changing the World Through Philanthropy
The President of the Bill and Melinda Gates Foundation's U.S. Program, Allan Golston, spoke about the foundation's work in education and the need to establish measurable goals.
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Charitable Giving & You (the advisor): What you need to know about philanthropic planning
CE-Accredited. Great for anyone new to their profession and for those who want to learn more about the role of philanthropy in wealth management.
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Thoughtful Wealth Transfer
John Fulton, founder and president of Legacy Financial, presented this seminar for individuals, families, and their estate planning advisors on strategies for transferring both assets and values to one's heirs.
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Estate Planning that Endures in Times of Change
This seminar offered tools and strategies for flexible estate planning that can withstand changes in the economy, the law, and a client's individual or family circumstances.
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Charitable Giving and the Role of the Community Foundation
An introduction to The Minneapolis Foundation for financial, legal, and tax advisors professionals who work with charitable clients.
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Return on Investment: The economic impact of venture capital and nonprofits
Two local experts discuss their perspectives on the impact that venture capital investments and nonprofit have on our local and regional economy. Featured speakers: Kate Barr, executive director, Community Loan Technologies, and Rick Brimacomb, partner, Sherpa Partners.
Got a great idea?
Let us know if you have an idea for a seminar on charitable giving or if philanthropy might be a good fit for a seminar you're producing -- we're happy to participate as panelists or speakers.
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