Professional Advisor Services
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.
When you partner with us, your clients will receive tailored 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.
Partner With the Foundation
We are the largest community foundation in Minnesota and the 13th largest in the nation. We provide relationship-based services and expert advice on charitable gift planning, estate planning, complex gifts and more.
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.
Explore Creative 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. Many options can provide income during a donor’s lifetime or significant tax benefits — or both. Explore the many types of gifts that can be made to start or grow a fund.
Tools & Resources
View our upcoming Philanthropy in Your Practice events covering the latest giving strategies, current trends and best practices for advising clients on charitable giving.
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.
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.
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.
