Skip to main content

5 Tips to Prepare Your Clients for Year-End Giving

We’re here to help you and your client meet your year-end goals


Your clients deserve the best, and we are here to provide just that.

No other organization helps donors achieve their philanthropic goals quite like the Saint Paul & Minnesota Foundation. For decades, we have partnered with professional advisors like you to ensure that individuals, families and businesses have the best tools to support the issues, organizations and communities they care about.

You don’t have to be a charitable expert for your clients—we are here to be your philanthropic partner. Below you will find five tips to make year-end giving easier for your clients.

  1. If your client is transferring stock to an organization, make sure those stock transfers happen early, preferably by mid-December. To ensure your client receives a receipt and is thanked for their contribution, notify them to include all documents verifying that their gifts are stock gifts.

  2. A donor advised fund is a great tool for donors because it gives them the flexibility to support the causes and organizations they care about during their lifetime. Our team of experts offers concierge-level service, allowing your client to open up a donor advised fund within one day to expedite the process for their year-end giving.

  3. The Foundation can help you facilitate the donation of complex gifts, including cryptocurrency, real estate and privately held stock, and make the process easy for your clients.

  4. Remind your clients to take their minimum required distributions from their IRA. Donating these distributions to charity can be a great way for your clients to invest in causes they care about.

  5. Encourage your clients to have conversations with their families to make year-end giving fun and meaningful; consider creative giving ideas like sponsoring a family, volunteering, etc.

At the Foundation, we treat your clients like our own. Our team of experts are here to help you. Put our expertise to work for you. Contact one of our gift planners today.

More Stories

Bob Chandler headshot

Power of Relationships

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

Read Our Q&A with Bob Chandler
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.

Read the answers
Legacy Letter

How A Legacy Letter Can Deepen Family Relationships

Legacy letters provide a peek at the past and a direction for the future.

Learn More
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.

Learn More
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.

Learn More
Mariah Brook Headshot

Podcasts for Professional Advisors

Check out a few podcast recommendations to enhance your practice.

Learn More
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.

Learn More
twin-cities-diverse-restaurant-recommendations

Lunch With a Purpose

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

Learn More

COMMUNITY IS OUR COMPASS

JOIN
US!