We Are Donor-Centric
When you partner with us, you and your clients will receive tailored services and advice.
Our gift planners are well versed in giving options, including complex assets. We have deep community relationships to help your clients create real change within the places and causes they care about.
The size of our portfolio allows us to work with the top fund managers in the country, and our seasoned investment team ensures that your clients’ funds are managed for prudent, long-term growth.
We partner with professional advisors, nonprofit advisors, financial planners, wealth managers, accountants, insurance agents, attorneys, and other advisors across Minnesota to maximize their clients’ philanthropic giving and to contribute to our community nonprofit network.
With a $25,000 gift, your clients can open a fund with us. We’ll work with you and your client to identify which fund best achieves their philanthropic goals.
If you would like to manage the assets of your clients' donor advised fund, we can work with you and your client through our Individually Managed Fund option, starting at $250,000. Give us a call at 651.224.5463 to learn more.
Flexible Giving Options
We accept a wide range of assets. We have significant experience managing gifts of complex assets and non-cash assets, from farm equipment to cryptocurrency.
Some of the assets we accept
Stocks and Marketable Securities
Business Interests and Closely Held Stock (e.g., S Corp, C Corp, LLC)
Real Estate or Other Property
Retirement Assets and IRA Charitable Rollovers
Commodities (e.g., crops, mineral interests)
Personal property (e.g., artwork, farm equipment)
There are many ways to open a fund. We can work with you to convert a private foundation into a donor advised fund (DAF) or to provide your clients with lifetime income through charitable gift annuities or charitable remainder trusts.
If your client is considering an exit, sale or transition of their business, we can also accept shares of closely held business to help your client potentially avoid significant gains.
Fund fees include administrative and investment fees. The following are the fee ranges:
Administrative Fees: .35% to 1.5% depending on the type of fund and fund balance
Investment Fees: .01% to .088% depending on your client’s fund investment recommendation
Please contact us for more information or a personalized quote.
Donors choose to work with the Saint Paul & Minnesota Foundation because they value the highest level of personal service as they identify and fulfill their charitable goals. Our donors also enjoy invitations to our complimentary events to gather with one another to learn, share and engage in meaningful experiences with nonprofits.
A Partnership With Impact
to organizations through donor advised funds in 2020
Number of Grants
from donor advised funds
Number of Organizations
receiving grants through donor advised funds