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 email@example.com.
Tips, Advice and News for Professional Advisors
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
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
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