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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.

Guide to Non-cash Gifts

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.

Address:

101 Fifth Street East
Suite 2400
Saint Paul, MN 55101-1800

Bequest and Beneficiary Designation 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”).

Charitable Fund Types & Fees

Donors choose to work with the Saint Paul & Minnesota Foundation because they value the highest level of personal service as they identify and fulfill their charitable goals.

With a $25,000 gift, your clients can open a fund with us. We’ll work with you and your client to identify which fund best achieves their charitable goals.

Fund fees include administrative and investment fees. The following are the fee ranges:

Administrative Fees: .35% to 1.5% depending on the type of fund and fund balance

Investment Fees: .01% to .088% depending on your client’s fund investment recommendation

Please contact us for more information or a personalized quote.

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.

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 philanthropy@spmcf.org.

Tips, Advice and News for Professional Advisors

Read Why I Partner with a Community Foundation

Why I Partner with a Community Foundation

Attorney Jacqui Dorsey shares five reasons she values her work with the Saint Paul & Minnesota Foundation.

Learn More
Read How to Donate Crops

How to Donate Crops and Other Farm Assets

Learn how giving crops, farm equipment or livestock can allow farmers to support nonprofits they care about.

Learn More
Read How to Support Your Nonprofit Clients

How to Partner with the Foundation to Support Your Nonprofit Clients

Learn audit director Cathy Lydon’s tips for fellow advisors when working with nonprofits.

Learn More
Read The Gift of Cryptocurrency

The Gift of Cryptocurrency

Here’s how to make virtual currency part of your charitable giving plan.

Learn More

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