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How can we be truly effective in our charitable giving?
Our client webinar Giving When the Need is so Great: A Discussion with R.T. Rybak and Milton Speid explored vehicles for change, engaging with non-profit organizations, and making a lasting difference through our families’ giving. Our speakers were R.T. Rybak, the CEO and President of The Minneapolis Foundation, Milton Speid, the head of VC Include, and Dan Stolfa, Wealth & Fiduciary Advisor at Evercore Wealth Management.
The full replay is available to watch here.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25