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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

Attorney Tara Mattessich headshot

Nine Tips to Help Clients with Planned Giving

With increased interest in estate planning, here are ways to connect with clients on this important subject.

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Donor advised fund information

Three Benefits of Donor Advised Funds for Professional Advisors

Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.

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Mariah Brook Headshot

The CARES Act and Charitable Giving

The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.

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Alex Rotenberger Headshot

Investment Update

We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio.

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