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Summer Reads and Listens for Professional Advisors
Summer Reads and Listens for Professional Advisors

Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.

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Nine Tips to Help Clients with Planned Giving
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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Three Benefits of Donor Advised Funds for Professional Advisors
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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The CARES Act and Charitable Giving
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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Investment Update
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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Filters: impact
Power of Relationships
Power of Relationships

Here's how one Professional Advisor helped open 100 funds with the Foundation.

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How to Answer Your Clients' Top Five Giving Questions
How to Answer Your Clients' Top Five Giving Questions

The Foundation answers some of the top questions your clients are going to ask about their giving this year.

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Why Tax Time is the Right Time to Talk Charitable Giving
Why Tax Time is the Right Time to Talk Charitable Giving

Here are eight tips to start the conversation about charitable giving with your clients.

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20 Resources to Build Your Clients’ Charitable Giving Expertise
20 Resources to Build Your Clients’ Charitable Giving Expertise

Check out our list of philanthropy books, podcasts and Ted Talks for helping your clients achieve their philanthropic goals.

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Podcasts for Professional Advisors
Podcasts for Professional Advisors

Check out a few podcast recommendations to enhance your practice.

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Talking With Your Clients About Philanthropy
Talking With Your Clients About Philanthropy

To ensure your clients are aware of their philanthropic options, here are some questions to ask during your next advisory meeting.

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Lunch With a Purpose
Lunch With a Purpose

These diverse and mission-driven restaurants in Saint Paul and Minneapolis provide an inspiring venue for business lunches.

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Better Together
Better Together

The Foundation and its donors have granted nearly $2 million to Catholic Charities to address homelessness.

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Bitcoin Donation Fuels Cryptocurrency Gift Acceptance
Bitcoin Donation Fuels Cryptocurrency Gift Acceptance

Here's how one fundholder donated bitcoin to his donor advised fund.

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Advisor Spotlight: Stuart Bear
Advisor Spotlight: Stuart Bear

We spoke with Stuart Bear of Chestnut Cambronne about achieving his clients’ charitable goals.

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