Top 3 reasons your clients will love working with us
Saint Paul & Minnesota Foundation — Business Perspective
| October/November 2023 Footnote
Editor's note: Updated February 28, 2024
You’ll expand your client offerings.
The Foundation works in tandem with CPAs, financial planners and attorneys to set up estate plans, donor advised funds, charitable gift annuities and more for your clients.
Together, we’ll help them create a big impact.
A philanthropic advisor will work with you and your client to create a giving plan that harnesses our deep roots with Minnesota nonprofits.
Their noncash assets could go further.
Donating a noncash asset may be more financially beneficial to your client and the nonprofit they choose to support. We process gifts of stocks, real estate, farm equipment, retirement assets and more.
Let’s maximize your clients’ impact with customized, tax-smart gift plans.
Abby Leach Schumaker, owner and attorney at Leach Law PLLC says, "As a sole practitioner, I can't do everything. I feel like people don't realize everything the Foundation does. You're not just about creating endowments, you care about the community as a whole."
Connect
Saint Paul & Minnesota Foundation
Phone: 651-224-5463
Email:
philanthropy@spmcf.org
Website:
spmcf.org/advisors
