Skip to main content

Caroline and her philanthropic advisor Aurea share the joys of working together to achieve Caroline's charitable goals.

Donor advised fundholder Caroline built a special connection with her philanthropic advisor Aurea Gerard from their very first meeting. Aurea, the Foundation's director of Philanthropic Services, helps Caroline live out her philanthropic hopes and dreams.

They share the joys of working with each other in the video below.

“We just felt an immediate connection with each other,” Caroline says. “And then I told her some of my hopes and dreams for our donor advised fund, and how I’d like to work with it and get to know some nonprofits that are in the community that I might not know about.”

Aurea adds, “One piece to my job is to make sure I’m helping the donors live out their philanthropic goals, and I feel like with Caroline, I am, because she includes me in on what she’s thinking about and what she wants to do, so I can help her get to that.”

Learn more about our personalized approach to charitable giving.

More Stories

How to Know if a Planned Gift is Right for You

Here’s what you should consider when making your long-term charitable giving plan.

Learn More

How to Make a Donor Advised Fund Part of Your Estate Plan

Here are answers to common questions on how to include a charitable giving fund in your estate plan.

Learn More

Top 5 Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach your charitable giving goals.

See the Five Benefits

2023: A Year of Collective Collaboration

2023 was a year of collaboration. See how partnerships led to aligned action in our 2023 year in review.

View Our 2023 Year In Review

Important Year-End Giving Dates for Donors

As you make plans for your 2023 year-end fund contributions and grant recommendations, please keep in mind these important dates.

Learn More

Donor's Future Fund Will Support Causes for Years to Come

Learn how Connie Roehrich plans to support her favorite causes with a future fund.

Read Connie's Story

Benefits of Having a Trusted Philanthropic Partner

Learn why attorney Abby Leach Schumaker partners with the Saint Paul & Minnesota Foundation to help her clients fulfill their giving goals.

Read Abby's story

Brothers Honor their Father’s Legacy by Investing in Hometown

Brothers Kip and Jeff are carrying on their parents’ mission to support the City of Wadena through their family foundation.

Read their story

GET MONTHLY STORIES, NEWS AND UPDATES

JOIN
US!

* Indicates a required field