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Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.
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With increased interest in estate planning, here are ways to connect with clients on this important subject.
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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 includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.
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We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio.
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Here's how one Professional Advisor helped open 100 funds with the Foundation.
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The Foundation answers some of the top questions your clients are going to ask about their giving this year.
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Here are eight tips to start the conversation about charitable giving with your clients.
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Check out our list of philanthropy books, podcasts and Ted Talks for helping your clients achieve their philanthropic goals.
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Check out a few podcast recommendations to enhance your practice.
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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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These diverse and mission-driven restaurants in Saint Paul and Minneapolis provide an inspiring venue for business lunches.
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The Foundation and its donors have granted nearly $2 million to Catholic Charities to address homelessness.
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Here's how one fundholder donated bitcoin to his donor advised fund.
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We spoke with Stuart Bear of Chestnut Cambronne about achieving his clients’ charitable goals.
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