Skip to main content

Stories

Filter Stories By

How to Make Executive Compensation Part of Your Clients’ Charitable Giving
How to Make Executive Compensation Part of Your Clients’ Charitable Giving

Learn how stock options, executive pay and other compensation could be part of your clients’ giving plan with our quick reference guide to donating executive compensation.

MORE
Top 5 Reasons to Partner with a Community Foundation
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.

MORE
How to Help Your Clients Choose a Donor Advised Fund Provider
How to Help Your Clients Choose a Donor Advised Fund Provider

See what five factors to consider when choosing a DAF provider as well as how their services compare.

MORE
Guide Your Clients’ Strategic Giving in High-income Years
Guide Your Clients’ Strategic Giving in High-income Years

Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.

MORE
Non-cash Assets: Why You Should Talk to Your Clients about Giving Options
Non-cash Assets: Why You Should Talk to Your Clients about Giving Options

Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.

MORE
Five Tips to Prepare Your Clients for End-of-year Giving
Five Tips to Prepare Your Clients for End-of-year Giving

We’re here to help you and your client meet your year-end goals.

MORE
Minimize RMD Taxation with a Qualified Charitable Distribution
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.

MORE
Benefits of Having a Trusted Philanthropic Partner
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.

MORE
The Smarter Way to Rebalance a Portfolio
The Smarter Way to Rebalance a Portfolio

Learn how to incorporate a donor advised fund into your clients’ portfolios to reduce tax drag.

MORE
Faithful Investing: How Advisors Can Better Work with Muslim Donors
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.

MORE
SECURE Act 2.0: New Provisions for Qualified Charitable Distributions
SECURE Act 2.0: New Provisions for Qualified Charitable Distributions

You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.

MORE
Great Places to Have Your Next Client Meeting
Great Places to Have Your Next Client Meeting

Here’s a list of BIPOC and LGBTQIA+ owned coffee shops and eateries to visit.

MORE
What are Non-Cash Assets?
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.

MORE
The Charitable Gift of Life Insurance
The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

MORE
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.

MORE
Donating Retirement Assets
Donating Retirement Assets

Nonprofit Strategies Manager Elizabeth McCray breaks down the three most common ways donors can give retirement assets to the causes they care about.

MORE

GET MONTHLY STORIES, NEWS AND UPDATES

JOIN
US!

* Indicates a required field