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.
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
Thank you to the referring advisors in the Minnesota Charitable Advisors Network.
Through the Minnesota Charitable Advisors Network, your guidance turned generosity into real impact — inspiring giving across the state and shaping a stronger future for generations to come.
Join the network of professionals helping clients give back with purpose.
Bo Aylin, Savant Wealth Management
Stuart Bear, Chestnut Cambronne PA
Paul Brown, Chandler and Brown, Ltd.
Janelle Chambers, Chandler and Brown, Ltd.
Whitney Christeson, Whitney Wealth Group
Christy Coulter, Apex Legacy Consultants
Margaret Cronin, Bridgeview Legal Advisors, PLLC
Kathryn Dangers, US Bank Private Wealth
Jacqueline Dorsey, Moersch, Dorsey & Hahn, PA
Patrick Garay-Heelan, 1834 - Old National Bank
Joan Gilles, Financial Planning Partners
Laura Halferty, Stinson LLP
Kassandra Heinrich-Wydra, Markve, Zweifel & Heinrich Law
Jamie Held, Held Law
Dana Holt, Holt Consulting
Dave Horan, UBS Wealth Management Partners
Matthew Jensen, Strategic Legacy Law
Michael Kuenster, Wells Fargo Advisors
James Lamm, Lathrop GPM LLP
Marin Laukka, Yes& LLC
Cathy Lydon, Redpath and Company
Alison Midden, Taft Stettinius & Hollister LLP
Sheryl Morrison, Lathrop GPM LLP
Jim Mulrooney, Huntington Private Bank
Brook Ostrem, Stone Arch Law Office, PLLC
Howard Pakola, PSC Financial, LLC
Thomas Pohlad, Murphy Pohlad Asset Management LLC
Morgan Ranstrom, Trailhead Planners
Michelle Rehbein, Stinson LLP
Lauren Winter Routhier, Stinson LLP
Marie Ruzek, Wells Fargo Private Bank
Alex Rykken, RBC Wealth Management
Jaclyn Schroeder, US Bank
Rachel Schromen, Schromen Law, LLC
Abby Leach Schumaker, Leach Law
Abraham Schwager, Chandler and Brown, Ltd.
Adam Stern, Capital First Trust Company
Claire Jackson Stumbras, Forethought Planning
Andrea Thermos, Abdo
Anne Toohey, CliftonLarsonAllen
Janet Walsh, Schromen Law, LLC
David Westbrock, Crosby & Westbrock LLC
Tyler Westphal, Upstream Asset Management
Jason Zotalis, Wells Fargo Private Bank
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.
Ways to Give
There are many ways for your clients to make a gift and open a fund with us — and increasingly, that means giving more than just cash and stock.
From real estate and privately held stock to life insurance and farm equipment, non-cash assets can be some of the most powerful tools for charitable giving. These gifts often come with meaningful tax advantages and, in some cases, can even generate income during a donor’s lifetime.
Explore the full range of assets your clients can use to start or grow a charitable fund.
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 events for members of the Minnesota Charitable Advisors Network. Topics cover the latest giving strategies, current trends and best practices for advising clients on charitable giving.
See Events
Stay Informed
Join the 1,000 attorneys, financial planners, insurance agents and other professional advisors who belong to the Minnesota Charitable Advisors Network and 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 ResourcesA Partnership with Impact
Granted
To communities by the Saint Paul & Minnesota Foundation in 2024
Granted
To organizations through donor advised funds in 2024
Grants given
To organizations, initiatives and projects in 2024
Combined Charitable Assets
The largest community foundation in the state
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.
Articles for Advisors
Chanda Smith Baker: Leading with Legacy and Vision at Minnesota’s Largest Community Foundation
The Foundation’s new President and CEO shares her journey, her commitment to community, and her hopes for building bridges across Minnesota’s philanthropic landscape.
Read the Q&A
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.
See the tips
Empowering Women Through Financial Coaching
Joan Gilles of Financial Planning Partners is helping women strengthen their financial approach and amplify their impact.
Read the Q&A
Donating Stock to Support Your Favorite Charities
Did you know that donating stock can grow your charitable impact and support your favorite nonprofit organizations?
See How
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 for their charitable giving.
Compare the two
Gifts of Real Estate by Transfer on Death Deed
Learn how your clients can transfer ownership via Transfer on Death Deed.
See how
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.
Learn More
The Gift of Cryptocurrency
Make cryptocurrency part of your or your clients' charitable giving plan.
See how
How to Help Your Clients Choose a Donor Advised Fund Provider
See what five factors to consider when helping your clients choose a DAF provider and how provider services compare.
Learn More
A Family Tradition of Giving Back
Learn how fundholder Sarah Lang and her sons are continuing to follow in her family’s footsteps of charitable giving.
Learn More