Skip to main content

Stories

Filter Stories By

Man wearing glasses and holding a coffee mug, standing on his cabin porch
Non-cash Assets: More Than One Way to Give

Expand your clients’ giving options by partnering with the Saint Paul & Minnesota Foundation.

MORE
Shannon O Leary Headshot
Values-based Investing: What It Is and How We Do It

Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.

MORE
Youth participating in Wilderness Inquiry event along the Mississippi River
Top Five Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach one’s charitable giving goals.

MORE
Tara Mattessich square
How to Have Conversations About Estate Planning

Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.

MORE
Penumbra 010
How to Decide Between a DAF and a Private Foundation

Compare the process, benefits and responsibilities of two popular giving vehicles.

MORE
10 9 19 year end giving questions answered
Helping Your Clients Donate Life Insurance

Help your clients build their charitable legacy with donations of life insurance.

MORE
3 generations of family eating a meal outside
The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

MORE
21 3 Family philanthropy for P As
Helping Your Clients Talk to Their Families About Money

Philanthropic Advisors share how 21/64 training helps us assist families with giving.

MORE
Mike Sampson
How Advisors Supported Record Giving in 2020

Why 2021 is the time to incorporate giving into your practice.

MORE
Abby Leach headshot
How a Rural Attorney Built Her Practice

Attorney Abby Leach shares her views on the importance of community foundations and charitable giving in a rural community.

MORE
Couple near Lake Superior
Retirement Assets

Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.

MORE
CARES Act
Q&A With Clayton Chan

The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.

MORE
9 20 CARES Act header
How the SECURE and CARES Acts Affect Charitable Gift Planning

You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.

MORE
year end tips for professional advisors
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.

MORE
Donors Sally and Karen and their family
Four Tips to Engage Your Clients in Family Giving

Talking to clients about multigenerational giving can increase satisfaction and build your practice.

MORE
Donating stock donor
Using Stock to Support Your Favorite Charities

Did you know that you can donate stock as a way to grow your fund and support your favorite nonprofit organizations?

MORE

COMMUNITY IS OUR COMPASS

JOIN
US!

* Indicates a required field