Skip to main content

Your Clients Deserve the Best

We help you provide just that.

For decades, we have worked in partnership with wealth, estate and tax planning advisors to help individuals, families and businesses support the causes and communities they care about through donor advised funds and other offerings.

From helping your clients identify their giving goals to maximizing their tax benefits and structuring all types of gifts (we have experience with everything from business transitions to retained life estates), we can tailor a plan to turn your clients’ passions into a lasting charitable impact.

Your Go-to Place for Non-cash Gifts

Through experience, we know that donating a non-cash asset instead of cash is often more financially beneficial to both the nonprofit and the donor. The tax benefits can be higher and the non-cash assets are often more valuable. In fact, cash is one of the most tax-inefficient ways to make a gift.

The Foundation can support you and your clients to maximize their giving by supporting their favorite causes with assets like real estate, privately held stock and even farm equipment, just to name a few.

Local Expertise, Statewide Reach

Our experienced, local staff understand ongoing and emerging community needs. That specialized knowledge ensures that your clients can strategically target their gifts to match their charitable intent.

No matter what your clients’ charitable needs are, we’re here to support you.

Donor Benefits and Services

Digital donor toolkit, guiding individuals and families in defining, setting and executing a bold giving vision.

Dedicated philanthropic advisor, providing guidance and advice.

Donor-only events, with opportunities to hear and learn about local and emerging topics.

Trusted and experienced investment team, generating strong returns.

Online donor portal, making it easy to access information and recommend grants.

Articles for Advisors

Read Strengthening Client Relationships

Strengthening Client Relationships

Learn how financial advisor Paul Dadlez partners with the Saint Paul & Minnesota Foundation to better support his clients in their giving.

Learn More
Read Why I Partner with a Community Foundation

Why I Partner with a Community Foundation

Attorney Jacqui Dorsey shares five reasons she values her work with the Saint Paul & Minnesota Foundation.

Learn More
Read How to Donate Crops

How to Donate Crops and Other Farm Assets

Learn how giving crops, farm equipment or livestock can allow farmers to support nonprofits they care about.

Learn More
Read How to Support Your Nonprofit Clients

How to Partner with the Foundation to Support Your Nonprofit Clients

Learn audit director Cathy Lydon’s tips for fellow advisors when working with nonprofits.

Learn More

CONTACT A
GIFT PLANNER

LET'S WORK
TOGETHER

* Indicates a required field