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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

Read How to Decide Between a Donor Advised Fund and a Private Foundation

How to Decide Between a DAF and a Private Foundation

Compare the process, benefits and responsibilities of two popular giving vehicles.

Compare the two
Read Helping Your Clients Donate Life Insurance

Helping Your Clients Donate Life Insurance

Help your clients build their charitable legacy with donations of life insurance.

Learn More
Read The Charitable Gift of Life Insurance

The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

Learn More
Read Helping Your Clients Talk to Their Families About Money

Helping Your Clients Talk to Their Families About Money

Philanthropic Advisors share how 21/64 training helps us assist families with giving.

Learn More

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