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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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Published 1/23/2023
The Charitable Gift of Life Insurance
Create a charitable legacy by donating a gift of life insurance.
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Published 11/16/2022
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 11/15/2022
Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation
Compare the benefits and responsibilities of two popular charitable giving vehicles your clients may be considering.
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Published 10/20/2022
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 9/29/2022
Donating Retirement Assets
Nonprofit Strategies Manager Elizabeth McCray breaks down the three most common ways donors can give retirement assets to the causes they care about.
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Published 8/30/2022
How A Legacy Letter Can Deepen Family Relationships
Legacy letters provide a peek at the past and a direction for the future.
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Published 7/08/2022
Strengthening Client Relationships
Learn how financial advisor Paul Dadlez partners with the Saint Paul & Minnesota Foundation to better support his clients in their giving.
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Published 6/17/2022
Why I Partner with a Community Foundation
Attorney Jacqui Dorsey shares five reasons she values her work with the Saint Paul & Minnesota Foundation.
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Published 5/25/2022
How to Donate Crops and Other Farm Assets
Learn how giving crops, farm equipment or livestock can allow farmers to support nonprofits they care about.
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Published 5/18/2022
How to Partner with the Foundation to Support Your Nonprofit Clients
Learn audit director Cathy Lydon’s tips for fellow advisors when working with nonprofits.
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Published 4/11/2022
The Gift of Cryptocurrency
Here’s how to make virtual currency part of your charitable giving plan.
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Published 3/24/2022
Three Benefits of Donating Real Estate
Charitable contributions of real estate are a great way to give back to causes you care about. Here are three benefits to giving real estate.
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Published 2/17/2022
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 1/14/2022
Benefits of Donating a Business or Donating Private Stock
Here’s why you should consider making charitable giving part of any business exit plan.
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