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Resources for Your Clients

WE’RE HERE TO HELP YOU SUPPORT YOUR CLIENTS.

Below are resources that reflect the most common requests we receive from professional advisors.

If you don’t see what you’re looking for, please contact us.

Tools & Resources

Declaration of Intent for a Planned Gift

A declaration of intent is a simple way to indicate your client’s plan to leave a gift to the community. By informing us of this intent, your client will become a member of the Foundation’s North Star Society and receive special opportunities and recognition.

Sample Testamentary Language

Here is some sample language to include a gift in your client’s will. Please also contact a gift planner to establish a fund agreement with us and discuss your client’s specific situation. A fund agreement must be in place in addition to using this language to ensure that your client’s wishes are fulfilled.

I devise and bequeath $_______ or ___ percent of my gross estate as determined for federal estate tax purposes to the Saint Paul & Minnesota Foundation, Incorporated (EIN: 41-6031510), to be held by it as a separate fund to be known as the _______________________ Fund (the “Fund”).

Planned Giving Illustrations

With our planned giving software, we can run illustrations on how different giving vehicles may have income and tax benefits for your clients. Contact us for an illustration on a charitable remainder trust or gift annuity.

Meet the Team

We are available to support your needs. Whether we work in the background or meet directly with you and your client, we provide the expertise, tools and infrastructure to enhance your client relationships.

Tips, Advice and News for Professional Advisors

Legacy Letter

How A Legacy Letter Can Deepen Family Relationships

Legacy letters provide a peek at the past and a direction for the future.

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Financial advisor meeting with clients

Why Tax Time is the Right Time to Talk Charitable Giving

Here are eight tips to start the conversation about charitable giving with your clients.

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Advisor Industry News

20 Resources to Build Your Clients’ Charitable Giving Expertise

Check out our list of philanthropy books, podcasts and Ted Talks for helping your clients achieve their philanthropic goals.

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Mariah Brook Headshot

Podcasts for Professional Advisors

Check out a few podcast recommendations to enhance your practice.

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