June 3, 2025
Key Issues Impacting Philanthropy and Foundations Today
Featuring Steve Snyder and George Suttles, Commonfund OCIO
Help your clients navigate philanthropy in uncertain times. Steve and George discuss the potential implications of proposed policies on the nonprofit sector, including:
- How the current policy landscape may create opportunities for philanthropic impact,
- Key differences between establishing family and private foundations versus endowment funds, and
- How foundations can weather uncertainty through investment stewardship best practices.
April 16, 2025
Why Every Family Should Think Like a Business
Featuring Gregory Monday
Gregory Monday, JD, attorney with the Reinhard law firm in Madison, shares tips on how to establish multi-generational client relationships, including how to help clients:
- Family culture and educate younger family members through family councils, investment committees and charitable giving boards, and
- Benefit from the use of virtual family offices, family investment funds and coordinated charitable giving.
November 14, 2024
Making Effective Year-End Gifts
Featuring Alison Helland and Carmen Jeschke
MCF’s Alison Helland and Carmen Jeschke share valuable year-end giving strategies to use with your clients:
- Selecting opportunities and strategies that best align with your client’s needs,
- What you can do to help your clients complete gifts of non-cash assets as efficiently as possible, and
- What timing rules apply to the receipt and processing of various gift types.
October 15, 2024
A Primer on CRTs, CLTs and CGAs
Featuring Johanna Allex and E.G. Schramka
This presentation provides advisors an overview on the function and benefits trusts and annuities can provide to their clients, focusing on:
- Charitable remainder trusts,
- Charitable lead trusts, and
- Charitable gift annuities.
Thursday May 23, 2024
Educating Clients on Charitable Giving Options
Featuring Jennifer Ridley Hanson and Jessica Schwantes
Discover ways to help your clients incorporate charitable giving into their financial and estate plans.
- Determine which tools best align with your clients’ giving goals
- Identify opportunities for income tax benefits
- Advise clients on the differences between donor advised funds and private foundations
April 3, 2024
Top 10 Charitable Financial Planning Strategies
Featuring Dr. Russell James
Dr. Russell James shares his Top 10 Tips on how professional advisors can benefit their business while helping their clients with, including how to:
- Provide benefit to clients while improving their own assets under management
- Incorporate gifts of retirement plans and life insurance into their clients’ charitable giving
- Incorporate gifts of non-cash assets into their clients’ charitable giving
