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.

Giving+Together: The Future of Housing

This event was for Saint Paul & Minnesota Foundation fundholders and their guests to engage with experts who are working to ensure that housing remains accessible, sustainable, and responsive to community needs.

Speakers included:

• Commissioner Jennifer Leimaile Ho at Minnesota Housing
• Chris Coleman, President & CEO at Twin Cities Habitat for Humanity
• Elizabeth Glidden, Deputy Executive Director at Minnesota Housing Partnership (MHP)

East Metro Pulse Volume 4 Launch

This launch invited individuals from nonprofits, education and government to learn how to use community informed data to drive decisions in their work.

Annual Investment Briefing

Saint Paul & Minnesota Foundation speakers:

• Shannon O'Leary, Chief Investment Officer
• Ashley Gam, AVP Director of Investments
• Alex Rotenberger, Senior Investment Analyst

This event was for our nonprofit endowment fundholders.

Donor Briefing: Impact of Federal Changes to Minnesota’s Nonprofits

This event was for Saint Paul & Minnesota Foundation fundholders.

Giving+Together: Nonprofit Sustainability and Leadership Transitions

This event was for Saint Paul & Minnesota Foundation fundholders and their guests.

Introduction to Inter-Generational Transfer of Wealth

Speakers:

• Benjamin Winchester, Rural Sociologist, University of Minnesota Extension, Department of Community Development
• Aiden Opatz, Extension Educator, Community Economics, Regional Office Rochester, University of Minnesota Extension

This webinar event was for our nonprofit endowment fundholders and other nonprofit employees, professional advisors and nonprofit grantees in Greater MN outside of the 7-county metro.

Unlocking Your Board’s Potential: Amplify Planned Giving Success

Educate and engage your board on planned giving strategies.

Speakers:

• Christy Boysen, MA, FCEP, CFRM, CEO, & Legacy Planning Consultant
• Dawn Marie Nelmark, Chief Advancement Officer, Guild
• Mariah Brook, Director of Gift Planning, Saint Paul & Minnesota Foundation

This event was for our nonprofit endowment fundholders and other nonprofit employees interested in learning more about fundraising through planned giving.

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