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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.
Published 8/19/2021
Supporting Your Clients’ Charitable Giving Changes
Here's how you can help your clients as they pivot their giving to better support their community.
Published 8/16/2021
Charitable Giving Legislation in the News
Our response to the proposed Accelerating Charitable Giving (ACE) Act
Published 8/12/2021
Beyond ESG: Sustainable Investment
Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.
Published 6/22/2021
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.
Published 5/21/2021
Values-based Investing: What It Is and How We Do It
Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.
Published 4/28/2021
How to Have Conversations About Estate Planning
Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.
Published 4/06/2021
How to Decide Between a DAF and a Private Foundation
Compare the process, benefits and responsibilities of two popular giving vehicles.