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Published 8/03/2020
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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Published 5/11/2020
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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Published 4/29/2020
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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Published 4/28/2020
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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Published 4/21/2020
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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Published 3/12/2020
Power of Relationships
Here's how one Professional Advisor helped open 100 funds with the Foundation.
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Published 2/25/2020
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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Published 2/11/2020
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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Published 12/20/2019
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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Published 10/06/2019
Podcasts for Professional Advisors
Check out a few podcast recommendations to enhance your practice.
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Published 6/11/2019
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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Published 6/10/2019
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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Published 6/04/2019
Better Together
The Foundation and its donors have granted nearly $2 million to Catholic Charities to address homelessness.
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Published 10/09/2018
Bitcoin Donation Fuels Cryptocurrency Gift Acceptance
Here's how one fundholder donated bitcoin to his donor advised fund.
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Published 10/08/2018
Advisor Spotlight: Stuart Bear
We spoke with Stuart Bear of Chestnut Cambronne about achieving his clients’ charitable goals.
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