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WE’RE HERE TO HELP YOU SUPPORT YOUR CLIENTS.

The resources below 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

Guide to Non-cash Assets

While cash is the most common charitable donation, your clients may not be aware of the advantages of donating other assets, such as life insurance or real estate. Explore the many types of gifts that can be made to start or grow a fund, or download the materials to share with your clients.

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 here to support your needs. Whether we work in the background or meet directly with you and your client, our expertise, tools and infrastructure can help enhance your client relationships. Reach out to one of our local team members, call 651.224.5463 or email us at philanthropy@spmcf.org.

Tips, Advice and News for Professional Advisors

Read How to Talk to Clients about Charitable Giving

How to Talk to Clients about Charitable Giving

Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.

Watch the video
Read Non-cash Assets

Non-cash Assets: More Than One Way to Give

Expand your clients’ giving options by partnering with the Saint Paul & Minnesota Foundation.

Find out how
Read Values-based Investing: What It Is and How We Do It

Values-based Investing: What It Is and How We Do It

Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.

Watch the video
Read Top Five Reasons to Partner with a Community Foundation

Top Five Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach one’s charitable giving goals.

Learn More

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