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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.
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.
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.
Published 4/26/2023
Qualified Charitable Distributions: New Provisions from SECURE Act 2.0
You can help your clients make the most out of their retirement account gifts with legislative changes to the rules on charitable giving.
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.
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.
Published 9/29/2022
Donating Retirement Assets
Here are three common ways donors can give retirement assets to the causes they care about.
Published 7/08/2022
Strengthening Client Relationships
Learn how financial advisor Paul Dadlez advises Individually Managed Funds with the Saint Paul & Minnesota Foundation to better support his clients in their giving.
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.
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.
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.
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.