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Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation
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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Donating Retirement Assets
Donating Retirement Assets

Here are three common ways donors can give retirement assets to the causes they care about.

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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.

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Why I Partner with a Community Foundation
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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How to Donate Crops and Other Farm Assets
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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How to Partner with the Foundation 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.

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Three Benefits of Donating Real Estate
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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Three Tax-Wise Ways To Support Your Clients’ Year-End Giving
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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Supporting Your Clients’ Charitable Giving Changes
Supporting Your Clients’ Charitable Giving Changes

Here's how you can help your clients as they pivot their giving to better support their community.

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Charitable Giving Legislation in the News
Charitable Giving Legislation in the News

Our response to the proposed Accelerating Charitable Giving (ACE) Act

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Beyond ESG: Sustainable Investment
Beyond ESG: Sustainable Investment

Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.

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How to Talk to Clients about Charitable Giving
How to Talk to Clients about Charitable Giving

Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.

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