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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
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Power of Relationships

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

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Five philanthropic 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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Financial advisor meeting with clients
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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Advisor Industry News
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

Check out a few podcast recommendations to enhance your practice.

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Fundholders who make a future gift belong to the North Star Society
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

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

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Eric Jolly, Ph.D., and Tim Marx together at Catholic Charities event
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

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

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Stuart Bear, partner, shareholder and president of Chestnut Cambronne
Advisor Spotlight: Stuart Bear

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

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