Skip to main content

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 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.

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.

Alfred, a donor who gave retirement assets

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. Reach out to one of our local team members, call 651.224.5463 or email us at philanthropy@spmcf.org.

Lisa Barton

Gift Planner

See More
Mariah Brook

Gift Planner

See More
Elizabeth McCray

Gift Planner

See More
Luther Ranheim

Gift Planner

See More

CONTACT A
GIFT PLANNER

LET'S WORK
TOGETHER

* Indicates a required field