A Local Partner for Your Giving Journey
Learn how a simple transfer to the Saint Paul & Minnesota Foundation can help you deepen your community impact and grow your giving.
By Aurea Gerard, Director of Philanthropic Advising
Many people begin their giving journey by establishing a donor advised fund or DAF at a national sponsor or commercial provider. After establishing a fund, donors often realize they’d like more personalized support or guidance for their giving journey.
They want to understand the opportunities and challenges facing their communities and to learn more about the organizations making a difference in their neighborhoods.
They also want a trusted partner who can help connect their values with meaningful community impact — that’s where the Saint Paul & Minnesota Foundation comes in.
Philanthropy Rooted in Place
When you choose to give locally, your generosity becomes part of something bigger. With the Foundation, you join thousands of people who care deeply about the future of Minnesota and believe strong communities are built through connection, collaboration and shared opportunities.
A donor advised fund at the Foundation offers the flexibility and efficiency you need to organize your giving.
Many donors appreciate the simplicity of opening a fund with us, along with our unique local knowledge, deep community relationships and a long-term commitment to Minnesota. Our team knows the organizations expanding access to education, advancing the arts, protecting our environment and creating opportunities across urban, suburban and rural communities. We can help you explore the issues you care about most, while introducing you to nonprofits that are making a difference every day.
A Simple Transition with Lasting Impact
Many donors are surprised to learn how straightforward it can be to move a DAF to the Foundation.
The process begins with a conversation about your charitable giving goals, the causes that inspire you and the legacy you hope to create. Together, we can establish a fund that reflects your family's values and vision for the future.
You can choose a fund name, invite family members to participate in recommending grants and create traditions that encourage future generations to embrace generosity. For many families, these conversations become one of the most meaningful parts of their philanthropic journey.
Once your fund is established, transferring assets is typically simple. Our team guides you through every step and coordinates the details to help ensure a smooth transition.
Personalized Giving
There is no one-size-fits-all approach to philanthropy.
Some donors choose to transfer the full balance of an existing DAF, while others begin with a partial transfer and expand their giving over time. Some maintain their existing fund while creating a new fund focused on specific topics and communities.
Whatever approach feels right for you, our role is to support your goals and help you make informed decisions.
A Partner to Support Your Philanthropic Journey
If you're considering a transfer, we'd welcome the opportunity to start a conversation and explore what's possible together. To learn more, contact a member of our Philanthropic Services team today.
About the Author
As Director of Philanthropic Advising, Aurea Gerard is responsible for leading the Foundation's dynamic team of philanthropic advisors. In her role, Aurea partners with donors to help them reach their philanthropic goals and deepen their engagement with the Foundation.
Aurea joined the Saint Paul & Minnesota Foundation in 2012 and brought with her a wealth of experience in the nonprofit sector. Aurea studied at the University of Saint Thomas and holds an associate's degree and a bachelor's degree in business administration and metaphysical science. She also holds a master’s degree in metaphysical science.
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