We Are Donor-Centric
When you partner with us, you and your clients will receive tailored services and advice.
Our gift planners are well versed in giving options, including complex and non-cash assets. We have deep community relationships to help your clients create real change within the places and causes they care about.
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.
We partner with professional advisors, nonprofit advisors, financial planners, wealth managers, accountants, insurance agents, attorneys, and other advisors across Minnesota to maximize your clients’ philanthropic giving and to contribute to our community nonprofit network.
With a $10,000 minimum gift for donor advised funds or a $25,000 minimum for other fund options, your clients can open a fund with the Saint Paul & Minnesota Foundation, a local community foundation. We’ll work with you and your clients to identify which fund best achieves their charitable goals.
Our most popular fund option provides donors with a flexible and efficient way to organize their charitable giving. From this charitable account, the donor recommends grants to the causes and organizations they care about.See More
Designated funds provide long-term support to one or more charities that donor names, so those organizations receive continued and reliable funding. The donor chooses the nonprofits to support and we issue annual grants to those nonprofits — forever.
The donor identifies a charitable purpose (e.g., the arts, education) and/or a geographic area. We will find effective nonprofits and ensure that annual grants align with the donor’s intent.
Unrestricted funds provide the funding for the Foundation’s competitive grantmaking. Every year, the donor’s legacy will make grants to worthy nonprofits addressing emerging and changing community needs.
If you would like to manage the assets of your clients' donor advised fund, we can work with you and your client through our Individually Managed Fund option, starting at $250,000. Give us a call at 651.224.5463 to learn more.
Flexible Giving Options
We accept a wide range of assets. We have significant experience managing gifts of complex assets and non-cash assets, from farm equipment to cryptocurrency.
Some of the assets we accept
Stocks and Marketable Securities
Business Interests and Closely Held Stock (e.g., S Corp, C Corp, LLC)
Real Estate or Other Property
Retirement Assets and IRA Charitable Rollovers
Commodities (e.g., crops, mineral interests)
Personal property (e.g., artwork, farm equipment)
There are many ways for your clients to open a fund. We can work with you to convert a private foundation into a donor advised fund (DAF) or to provide your clients with lifetime income through charitable gift annuities or charitable remainder trusts.
If your client is considering an exit, sale or transition of their business, we can also accept shares of closely held business to help your client potentially avoid significant gains.
Fund fees include administrative and investment fees. The following are the fee ranges:
Administrative Fees: .35% to 1.5% depending on the type of fund and fund balance
Investment Fees: .01% to .088% depending on your client’s fund investment recommendation
Please contact us for more information or a personalized quote.
Donors choose to work with the Saint Paul & Minnesota Foundation because they value the highest level of personal service as they identify and fulfill their charitable goals. Our donors also enjoy invitations to our complimentary events to gather with one another to learn, share and engage in meaningful experiences with nonprofits.
A Partnership With Impact
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.”