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Trusted Advisors

We are grateful for the professional advisors who volunteer their time and expertise as part of our Cornerstone Council.

This advisory group provides a forum for professional advisors to learn more about the Saint Paul & Minnesota Foundation and for us to learn ways to better serve advisors and their clients in philanthropic planning.

Janelle J. Chambers, co-chair

Michael (Mike) Sampson

Advisor Spotlights

Read Strengthening Client Relationships

Strengthening Client Relationships

Learn how financial advisor Paul Dadlez partners with the Saint Paul & Minnesota Foundation to better support his clients in their giving.

Learn More
Read How to Support Your Nonprofit Clients

How to Partner with the Foundation to Support Your Nonprofit Clients

Learn audit director Cathy Lydon’s tips for fellow advisors when working with nonprofits.

Learn More
Read How to Have Conversations About Estate Planning

How to Have Conversations About Estate Planning

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

Watch the video
Read How a Rural Attorney Built Her Practice

How a Rural Attorney Built Her Practice

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

Read the Q&A
Read Q&A With Clayton Chan

Q&A With Clayton Chan

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

Read his interview
Read Advisor Spotlight: Stuart Bear

Advisor Spotlight: Stuart Bear

We spoke with Stuart Bear of Chestnut Cambronne about achieving his clients’ charitable goals.

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Read the Power of Relationships

Power of Relationships

Here's how one Professional Advisor helped open 100 funds with the Foundation.

Read Our Q&A with Bob Chandler

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