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Published 4/22/2024
Is a Life Income Gift Right for Your Client?
Six questions to ask when helping your client choose a charitable gift annuity or charitable remainder trust.
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Published 4/16/2024
Benefits of Donating a Business or Donating Private Stock
Considering a business transition? Here’s why you should consider making charitable giving part of any business exit plan.
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Published 4/16/2024
Non-cash Assets: Why You Should Talk to Your Clients about Giving Options
Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.
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Published 2/23/2024
What Is a Community Foundation?
Learn how a community foundation works and can help you achieve your charitable goals in this short video.
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Published 2/15/2024
How to Make Executive Compensation Part of Your Clients’ Charitable Giving
Learn how stock options, executive pay and other compensation could be part of your clients’ giving plan with our quick reference guide to donating executive compensation.
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Published 1/31/2024
Top 5 Reasons to Partner with a Community Foundation
Here are five unique benefits of working with a community foundation to reach your charitable giving goals.
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Published 12/07/2023
How to Help Your Clients Choose a Donor Advised Fund Provider
See what five factors to consider when choosing a DAF provider as well as how their services compare.
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Published 12/04/2023
Guide Your Clients’ Strategic Giving in High-income Years
Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.
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Published 10/17/2023
Five Tips to Prepare Your Clients for End-of-year Giving
We’re here to help you and your client meet your year-end goals.
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Published 8/31/2023
Minimize RMD Taxation with a Qualified Charitable Distribution
Now is the time to talk to your clients about options related to required minimum distribution taxation with a qualified charitable distribution.
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Published 7/07/2023
Benefits of Having a Trusted Philanthropic Partner
Learn why attorney Abby Leach Schumaker partners with the Saint Paul & Minnesota Foundation to help her clients fulfill their giving goals.
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Published 6/23/2023
The Smarter Way to Rebalance a Portfolio
Learn how to incorporate a donor advised fund into your clients’ portfolios to reduce tax drag.
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Published 4/27/2023
Faithful Investing: How Advisors Can Better Work with Muslim Donors
Learn how investment advisor and senior financial planner Fatima Iqbal uses Islamic guidelines to assist Muslim clients, and how the Foundation partners with the Muslim American Society of Minnesota.
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Published 4/26/2023
SECURE Act 2.0: New Provisions for Qualified Charitable Distributions
You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.
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Published 3/09/2023
Great Places to Have Your Next Client Meeting
Here’s a list of BIPOC and LGBTQIA+ owned coffee shops and eateries to visit.
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Published 3/03/2023
What are Non-Cash Assets?
Donating non cash assets like real estate or cryptocurrency can allow you to make a significant impact on your favorite causes.
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