Professional Advisors
Your Trusted Partner
You know your clients, we know the community. Together, we can map out the best plan to help your clients realize their charitable goals and plan for their future.
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, your clients will receive 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.
Partner With the Foundation
We are the largest community foundation in Minnesota and the 13th 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.
Explore Creative Ways to Give
There are a variety of ways for your clients to make a gift and open a fund with us. While cash is the most common charitable donation, there are advantages to donating other assets. Many options can provide income during a donor’s lifetime or significant tax benefits — or both. Explore the many types of gifts that can be made to start or grow a fund.
Tools & Resources
View our upcoming Insider Briefing events covering the latest giving strategies, current trends in philanthropy and best practices for advising clients on philanthropy.
View helpful tools, links and tips to make your job easier, such as our fund options and fees, planned giving illustrations, federal tax ID number and more.
Join the 1,700 attorneys, financial planners, insurance agents and other professional advisors who receive regular tips and resources from the Saint Paul & Minnesota Foundation.
Work With Us
Connect with us to see how we can work together to meet your clients’ philanthropic goals. Reach out to one of our local team members, call 651.224.5463 or email us at philanthropy@spmcf.org.
