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 - Online Planned Giving Resources for Professional Advisors
 - Cornerstone Council
 - Advisor Commentary
 - Continuing Education
 - Newsletter
 - Charitable Planning Assistance
 - Working with Donors
 - Who to Contact
 - Downloads

Community Funds Program

Study: What's Your Vision?

Scholarships

Links of Interest:
Planned Giving Design Center

Minnesota Council on Foundations

Minnesota Toolkit for Giving

 
Advisor Resources
Advisor Resources


Working with a community foundation can provide a helpful link to resources for charitable planning. Minnesota Community Foundation can provide financial illustrations for a variety of life income gifts, sample language for a Donor Advised Fund and other types of funds. Whether you're an attorney, trust officer, financial planner, investment advisor or certified public accountant, or have a specific interest in the technical aspects of planned giving, we can help you help your clients explore their options.

Online Planned Giving Resources for Professional Advisors
The Planned Giving Design Center (PGDC) is sponsored by Minnesota Community Foundation and The Saint Paul Foundation as a charitable giving information service to professional advisors. The PGDC is a free online service of the Professional Advisors Charitable Network (PACNet). The site provides up-to-date technical and legal information about charitable planning options.

Cornerstone Council
The Cornerstone Council is an advisory group of 14 experts who work in the field of estate planning and financial planning. Members lend their professional expertise and advice to Minnesota Community Foundation and The Saint Paul Foundation on Foundation services for professional advisors and their clients, as well as existing donors.

Advisor Commentary
Advisor Commentary is a quarterly column where advisors provide insight to various charitable giving vehicles and topics.

Continuing Education
Check here to learn more about our Continuing Education programs.

Newsletter
To request a copy of our "Insights" newsletter click here.

Charitable Planning Assistance
Check here to learn more about expanding your charitable planning expertise.

Working with Donors
Charitable planning is our mission at Minnesota Community Foundation. Our goal in working with professional advisors is to help you find the best solutions for your client and to reinforce your client relationship.

Who to Contact
Check here for information on who to contact at the Foundation.

Downloads
Download sample fund agreements and publications.

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U.S. Bank Teams with Foundation for Charitable Giving
U.S. Bank's Private Client Group has joined with Minnesota Community Foundation to offer its clients a new way to give money to charitable causes. To read the full article in The Business Journal click here.

Advisor Stories

Estate planning attorney Mary Shearen directs clients to Minnesota Community Foundation to help them fulfill their charitable visions. Click here to read more.

When clients have complex charitable planning needs, E. Burke Hinds counts on Minnesota Community Foundation to provide guidance and expertise. Click here to read more.

In his role as an attorney at Mulvahill Law Offices Ltd., in Hibbing, Peter J. Mulvahill doesn’t have to think twice when his clients are looking for charitable opportunities. Click here to read more.

Options for Your Clients

What types of assets can my client use to make gifts to the Foundation? What types of funds can my client establish with the Foundation? Click on the links below for answers to these questions and more!

How to Make Gifts

Fund Types

Instructions on How to Gift Assets
Questions on what type of assets your client can contribute and how to do so? This chart can help answer questions such as how to make a wire transfer, how to gift mutual funds and what we need when a gift of stock is made.

Download:
Chart: Gifts to Your Fund


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Minnesota Community Foundation     55 Fifth Street East - Suite 600, Saint Paul, Minnesota 55101-1797
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