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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 and non-cash 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.

Fund Types

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 charitable goals.

Donor Advised Funds

Our most popular fund option provides donors with a flexible and efficient way to organize their charitable giving. From this charitable account, the donor recommends grants to the causes and organizations they care about.

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Designated Funds

Designated funds provide long-term support to one or more charities that donor names, so those organizations receive continued and reliable funding. The donor chooses the nonprofits to support and we issue annual grants to those nonprofits — forever.

Field of Interest Funds

The donor identifies a charitable purpose (e.g., the arts, education) and/or a geographic area. We will find effective nonprofits and ensure that annual grants align with the donor’s intent.

Unrestricted Funds

Unrestricted funds provide the funding for the Foundation’s competitive grantmaking. Every year, the donor’s legacy will make grants to worthy nonprofits addressing emerging and changing community needs.

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

Cash

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.

Fee Information

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

$50M
$50M
Dollars Granted

to organizations through donor advised funds in 2020

5,971
5,971
Number of Grants

from donor advised funds

2,361
2,361
Number of Organizations

receiving grants through donor advised funds

Asking the right questions

can make all the difference.

See how Mike Sampson, a professional advisor from Maslon LLP, partnered with us to achieve his clients’ giving goals and deepen his own relationships.

CONTACT A
GIFT PLANNER

LET'S WORK
TOGETHER

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