Advise Your Clients In Their Charitable Giving
A core part of our mission is to help people give back to their communities. Partnering with financial and legal advisors is an important part of this work.
As a trusted advisor, you play a pivotal role in helping your clients make important decisions about their estates and their charitable planning. We want to help you help them make the best possible decisions—whether we benefit directly or not. We offer a full suite of philanthropic services, from providing support to professional fund management.
Learn more about how we can help your clients achieve their charitable giving goals.
We work closely with a select team of industry experts who serve on our advisory group, Cornerstone Council. Made up of experts who work in the fields of estate and financial planning, the Council members lend their professional expertise and perspectives to Minnesota Philanthropy Partners' affiliates. Council members serve three-year teams and meet three times a year with our staff.
Continuing education
We provide information, training and support to you on important legal and financial aspects of giving. A variety of continuing education opportunities are offered throughout the year.
Planned Giving Design Center
Through the Planned Giving Design Center (PGDC), you can access free, online technical and legal information about charitable planning options for your clients at any time. Visit the website at mnpartners.pgdc.com.
Meet the Cornerstone Council
Robert “Bo” Aylin, III
PrarieView Partners, LLC
Lynn Bebeau
Merrill Lynch
Christopher Burns, JD
Henson & Efron, PA
Larry W. Cumpston
Lawrence Cumpston & Associates, PLLP
Steve Engel
US Bank Private Client Group
E. Burke Hinds
Inrelex Law Group/Hindsight Family Business Solutions
Lori Hume, CPA
Wipfli, LLP
Craig Kleis
Bernstein Global Wealth Management
Gregory A. Kvam
Briggs & Morgan
Sheryl Morrison
Gray Plant Mooty
Mary E. Shearen
Best & Flanagan, LLP
Michael P. Vinyon
Wells Fargo Private Client Services
Emeritus Members
Gerald D. Brennan
Robert H. Chandler
Gary S. Edelston
Robert E. Harding
Beverly B. Huber
Sandra J. Martin
Paul V. Olson
Lowell V. Stortz
Thomas J. Wesely
