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Your Trusted Partner

Together, we can map out the best plan to help your clients realize their charitable goals and plan for their future, all while serving the best interests of our communities and nonprofit organizations.

Guide
Your Clients

As a trusted professional, you want to provide the best options to meet your clients’ needs — including their charitable giving goals.

When you partner with us, we provide tailored services and advice, grounded in our deep community relationships and knowledge of giving options, to help your clients create real change within the places and causes they care about.

Learn more about the many options you have to guide your clients to meet their giving goals.

Partner
With the
Foundation

We are the largest community foundation in Minnesota and the 14th largest in the nation. We provide relationship-based services and expert advice.

We have experience partnering with professional advisors, accountants, attorneys, financial planners, nonprofit advisors, wealth managers, insurance agents and other advisors across Minnesota to maximize their clients’ philanthropic giving.

Tools & Resources

Educational Events

View our upcoming Insider Briefing events.

Advisor Resources

View helpful tools, links and tips to make your job easier.

Work With Us

Connect with us to see how we can work together to meet your clients’ philanthropic goals.

Lisa Barton

Gift Planner

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Mariah Brook

Gift Planner

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Elizabeth McCray

Gift Planner

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Luther Ranheim

Gift Planner

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CONTACT A
GIFT PLANNER

LET'S WORK
TOGETHER

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