Advisor Tools & Resources
We're here to help you support your clients with their charitable giving and planned giving.
The resources below reflect the most common requests we receive from professional advisors. If you don’t see what you’re looking for, please contact our Gift Planning team at 651.224.5463 or philanthropy@spmcf.org.
Federal Tax ID Number
The Federal Tax ID Number/Employer Identification Number (EIN) for the Saint Paul & Minnesota Foundation, Incorporated is 41-6031510.
Address:
370 Wabasha Street North
Suite 300
Saint Paul, MN 55102
Charitable Fund Types & Fees
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.
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 us. We’ll work with you and your client to identify which fund best achieves their charitable goals.
Fund fees include administrative and investment fees. The following are the fee ranges:
- Administrative Fees: 0.35% to 1.5% depending on the type of fund and fund balance
- Investment Fees: 0.14% to 0.53% depending on your client’s fund investment recommendation
Please contact us for more information.
Guide to Non-cash Gifts
There are many ways to make a gift to start or grow a charitable fund, while also taking advantage of potential income tax benefits. Increasingly, that means giving more than just cash and stock.
Your clients may not be aware of the advantages of donating assets such as life insurance or real estate. Explore the many types of assets your clients can donate, with convenient downloadable guides for each. Download the guide to non-cash donations.
Estate and Planned Giving Resources
Bequest and Beneficiary Designation Language
Here is some sample language to include a gift in your client’s will. Please also contact a gift planner to establish a fund agreement with us and discuss your client’s specific situation. A fund agreement must be in place in addition to using this language to ensure that your client’s wishes are fulfilled.
I devise and bequeath $_______ or ___ percent of my gross estate as determined for federal estate tax purposes to the Saint Paul & Minnesota Foundation, Incorporated (EIN: 41-6031510), to be held by it as a separate fund to be known as the _______________________ Fund (the “Fund”).
Declaration of Intent for a Planned Gift
A declaration of intent is a simple way to indicate your client’s plan to leave a gift to the community. By informing us of this intent, your client will become a member of the Foundation’s North Star Society and receive special opportunities and recognition.
Planned Giving Illustrations
With our planned giving software, we can run illustrations on how different giving vehicles may have income and tax benefits for your clients.
Contact us for an illustration on a charitable remainder trust or gift annuity.
Bring Charitable Giving Expertise to Your Firm or Event
Looking to deepen your team’s knowledge of charitable giving strategies or trends? Our team regularly partners with professional advisors to deliver in-office presentations tailored to your firm’s interests — from tax-smart giving to complex non-cash assets and philanthropic planning.
We’re also available to speak at networking events, conferences and continuing education sessions. Whether it’s a lunch-and-learn or a larger gathering, we bring practical insights and real-world expertise to help advisors better serve their clients and their communities.
Contact us to schedule a presentation or explore speaking opportunities.
Help Your Clients Donate Cryptocurrency
If you have clients looking to donate their cryptocurrency for charitable purposes, the Foundation can accept Bitcoin, Ethereum or many other kinds of cryptocurrency via the Giving Block. Contact us to determine if a gift of cryptocurrency is right for your client and establish their own donor advised fund (DAF) that can accept gifts of virtual currency.
Meet the Team
We are here to support your needs. Whether we work in the background or meet directly with you and your client, our expertise, tools and infrastructure can help enhance your client relationships. Reach out to one of our local team members, call 651.224.5463 or email us at philanthropy@spmcf.org.
Tips, Advice and News for Professional Advisors
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
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