Advise Your Clients
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Helping you help your clients
The Saint Paul and Minnesota Community Foundations have worked for decades with professional advisors to help their clients' charitable giving through financial, estate and tax planning. Our goal is to help your clients maximize tax advantages while making the greatest charitable effect for their community.
Six Reasons To Use Our Services:
1. Free and customized for your client, enhancing your relationship.
2. Assistance in handling complex assets such as mineral rights, closely held business interests and real estate.
3. Proven investment management advice for prudent long-term growth.
4. Dedicated, professional services staff provides ongoing support.
5. Local and statewide expertise about ongoing and emerging community needs.
6. Regular networking and education opportunities provided for you and your clients.
"Just by listening ... the gift planners are able to make some really wonderful recommendations and help counsel the clients to choose what is right for them."
Stuart Bear, partner at Chestnut Cambronne in Minneapolis
Our Planned Giving Design Center gives you free access to legal, tax and financial planning information about charitable gifts.
Use our donor toolkit introduction to give your clients a quick snapshot of our services.
Not finding what you're looking for? Let us know and we'll be happy to help.