Professional Advisor Services

Name: Saint Paul & Minnesota Foundation
Address: 101 5th St E Suite 2400, Saint Paul, MN, 55101, US
Telephone: 651.224.5463
Price range: $

Your Trusted Partner

You know your clients, we know the community. Together, we can map out the best plan to help your clients realize their charitable goals and plan for their future.

Guide Your Clients

As a trusted professional, you want to provide the best options to meet your clients’ needs — including their charitable giving goals.

From helping your clients open a donor advised or other charitable fund to maximizing their tax benefits and structuring all types of gifts, we can tailor a plan to turn your clients’ passions into a lasting charitable impact.

When you partner with us, your clients will receive relationship-based services and advice, grounded in our deep community relationships and knowledge of giving options, to help your clients create real change within the places and causes they care about.

Thank You for Inspiring Generosity

We are grateful for the work these professional advisors do to inspire generosity across Minnesota. To learn how you can partner with the Saint Paul & Minnesota Foundation to enhance your client services, contact a member of our Gift Planning team.

Bo Aylin III | PrairieView Partners

Stuart Bear | Chestnut Cambronne, PA

Janelle Chambers | Chandler and Brown, Ltd.

Clayton Chan | Chan, PLLC Law Offices

Christy Boysen Coulter | Apex Legacy Consultants

Margaret Cronin | Bridgeview Legal Advisors, PLLC

Connor Dorsey | U.S. Bank

Joan Gilles | Financial Planning Partners

Paul Hassing | Edward Jones

Mark Henneman | Mairs & Power, Inc.

Dana Holt | Holt Consulting

Dave Horan | UBS Wealth Management Partners

James Kirk | U.S. Bank Private Wealth

Kevin Kuenster | Wells Fargo Advisors

Michael Kuenster | Wells Fargo Advisors

James Lamm | Lathrop GPM

Josiah Lindstrom | Trautmann Martin Law, PLLC

Cathy Lydon | Redpath and Company, LLC

Ray McCoy | McCoy Legal Services

Robert McGarry | Collins, Buckley, Sauntry & Haugh, PLLP

James McNary | McNary Law Office, P.A.

Marya Robben | Lathrop GPM

Marie Ruzek | Wells Fargo Wealth & Investment Management

Alex Rykken | RBC Wealth Management

Michael Sampson | Maslon LLP

Kristy Schaffer | PrairieView Partners

Abby Leach Schumaker | Leach Law

Abraham Schwager | Chandler and Brown, Ltd.

Adam Stern | Capital First Trust Company

Andrea Thermos | Abdo, LLC

Collin Todd | Arc Advisors, LLC

Lauren Winter Routhier | Stinson LLP

Charitable Fund Options

We have experience partnering with professional advisors, accountants, attorneys, financial planners, nonprofit advisors, wealth managers, insurance agents and other advisors across Minnesota to maximize your clients’ philanthropic giving.

The size of our portfolio allows us to work with the top fund managers in the country, and our seasoned investment team ensures that your clients’ funds are managed for prudent, long-term growth.

See Fund and Fee Information

Ways to Give

There are a variety of ways for your clients to make a gift and open a fund with us.

While cash is the most common charitable donation, there are advantages to donating other assets like real estate, privately held stock and farm equipment, just to name a few. Many options can provide income during a donor’s lifetime or significant tax benefits — or both.

Explore the many types of assets that can be donated to start or grow a fund.

View Assets Donors Can Give

Alfred, a donor who gave retirement assets

Asking the right questions

can make all the difference.

See how Mike Sampson, a professional advisor from Maslon LLP, partnered with us to achieve his clients’ giving goals and deepen his own relationships.

“When I introduce my clients to [the Saint Paul & Minnesota Foundation], it's a risk-free referral,” Mike says. “It's an introduction I know that's going to reflect favorably on me and the clients are going to be taken care of and they're going to be able to achieve the goal that they want to achieve, which is to make their charitable giving as impactful as possible.”

Tools & Resources

Educational Events

View our upcoming Philanthropy in Your Practice events covering the latest giving strategies, current trends and best practices for advising clients on charitable giving.

See Events

Stay Informed

Join the 1,700 attorneys, financial planners, insurance agents and other professional advisors who receive regular tips and resources from the Saint Paul & Minnesota Foundation.

Get News for Advisors

Advisor Resources

View helpful tools, links and tips to make your job easier, such as our fund options and fees, planned giving illustrations, federal tax ID number and more.

Get Tools and Resources

A Partnership with Impact

$106M

Granted

To communities by the Foundation in 2023

$56M

Granted

To organizations through donor advised funds in 2023

9,604

Grants given

To organizations, initiatives and projects in 2023

$1.8B

Combined Charitable Assets

The largest community foundation in the state

See Our Impact in 2024

Work With Us

Connect with us to see how we can be your partner in helping your clients realize their philanthropy goals — today and into the future. Reach out to one of our local team members, call 651.224.5463 or email us at philanthropy@spmcf.org.