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Published 12/04/2023
Guide Your Clients’ Strategic Giving in High-income Years
Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.
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Published 8/31/2023
Minimize RMD Taxation with a Qualified Charitable Distribution
Now is the time to talk to your clients about options related to required minimum distribution taxation with a qualified charitable distribution.
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Published 6/23/2023
The Smarter Way to Rebalance a Portfolio
Learn how reduce tax drag by incorporating a donor advised fund into your clients’ portfolios.
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Published 4/27/2023
Faithful Investing: How Advisors Can Better Work with Muslim Donors
Learn how investment advisor and senior financial planner Fatima Iqbal uses Islamic guidelines to assist Muslim clients, and how the Foundation partners with the Muslim American Society of Minnesota.
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Published 4/26/2023
SECURE Act 2.0: New Provisions for Qualified Charitable Distributions
You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.
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Published 3/09/2023
Great Places to Have Your Next Client Meeting
Here’s a list of BIPOC and LGBTQIA+ owned coffee shops and eateries to visit.
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Published 3/03/2023
What are Non-Cash Assets?
Donating non cash assets like real estate or cryptocurrency can allow you to make a significant impact on your favorite causes.
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Published 11/15/2022
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.
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Published 9/29/2022
Donating Retirement Assets
Here are three common ways donors can give retirement assets to the causes they care about.
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Published 7/08/2022
Strengthening Client Relationships
Learn how financial advisor Paul Dadlez partners with the Saint Paul & Minnesota Foundation to better support his clients in their giving.
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Published 6/17/2022
Why I Partner with a Community Foundation
Attorney Jacqui Dorsey shares five reasons she values her work with the Saint Paul & Minnesota Foundation.
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Published 5/25/2022
How to Donate Crops and Other Farm Assets
Learn how giving crops, farm equipment or livestock can allow farmers to support nonprofits they care about.
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Published 5/18/2022
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.
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Published 4/11/2022
The Gift of Cryptocurrency
Here’s how to make virtual currency part of your charitable giving plan.
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Published 3/24/2022
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.
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Published 10/26/2021
Three Tax-Wise Ways To Support Your Clients’ Year-End Giving
Here are a few tips that can help your clients effectively prepare for end-of-year giving.
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