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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.

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 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.

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

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

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

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 2023

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.

Mariah Brook

Director of Gift Planning

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Luther Ranheim

Gift Planner

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Jennifer Vickerman Akaolisa

Gift Planner

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Articles for Advisors

Read How to Help Your Clients Choose a Donor Advised Fund Provider

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
Read A Family Tradition of Giving Back

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
Read Net Unrealized Appreciation: An Underused Tax Strategy for Reducing Employer Stock Taxes

Net Unrealized Appreciation: An Underused Tax Strategy for Reducing Employer Stock Taxes

Help your clients retire smarter by leveraging their net unrealized appreciation with their donor advised fund.

Learn More
Read Five Tips to Prepare Your Clients for Year-End Giving

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
Read How Donor Advised Funds Simplify Estate Administration

Can a Donor Advised Fund Simplify Estate Administration?

Here are four ways DAFs can streamline estate planning for financial advisors.

Read The Four Benefits
Read The Charitable Gift of Life Insurance

The Charitable Gift of Life Insurance

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

Learn More
Read How a Legacy Letter Can Deepen Family Relationships

How A Legacy Letter Can Deepen Family Relationships

Legacy letters provide a peek at the past and a direction for the future.

Learn More
Read Helping Your Clients Donate Life Insurance

Helping Your Clients Donate Life Insurance

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

Learn More
Read Benefits of Having a Trusted Philanthropic Partner

Benefits of Having a Trusted Philanthropic Partner

Learn why attorney Abby Leach Schumaker partners with the Saint Paul & Minnesota Foundation to help her clients fulfill their giving goals.

Read Abby's story
Read A Professional Advisor’s Guide to Charitable Conversations

A Professional Advisor’s Guide to Charitable Conversations

Here are a few tips to help you talk to your clients about charitable giving.

Read The Tips

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