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.
Federal Tax ID Number
The Federal Tax ID Number/Employer Identification Number (EIN) for the Saint Paul & Minnesota Foundation, Incorporated is 41-6031510.
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 firstname.lastname@example.org.
Tips, Advice and News for Professional Advisors
Supporting Your Clients’ Charitable Giving Changes
Here's how you can help your clients as they pivot their giving to better support their community.Learn More
Charitable Giving Legislation in the News
Our response to the proposed Accelerating Charitable Giving (ACE) ActLearn More
Beyond ESG: Sustainable Investment
Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.Watch the video