Advisor Resources
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
How a Rural Attorney Built Her Practice
Attorney Abby Leach shares her views on the importance of community foundations and charitable giving in a rural community.
Read the Q&A
Retirement Assets
Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.
Learn More
Q&A With Clayton Chan
The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.
Read his interview
How the SECURE and CARES Acts Affect Charitable Gift Planning
You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.
Learn More