We’d love to partner with you to support your clients and your practice.
Chris Beach
Senior Vice President, Philanthropic Services
Professional
Advisors
Your partners in giving
We’re here to enhance your practice. With extensive knowledge of community needs and giving options, we enable you to better serve your clients by helping them achieve their charitable goals.
The Benefits
By working collaboratively with tax, legal, and financial advisors like you, we support your clients in creating personalized giving plans that make a positive impact in their communities, maximize their tax savings, and lighten administrative burdens.
Flexible Options
One size does not fit all. That’s why we offer a variety of charitable fund types, investment options, partnership approaches, and state-of-the-art philanthropic tools.
Philanthropic Expertise
We’re well versed in the latest charitable tax regulations and can vet nonprofit organizations—helping your clients make informed decisions.
Community Connections
Our team’s in-depth knowledge of the region’s greatest challenges and the nonprofits addressing them is strengthened by a national network of experts on a wide range of social issues.
When To Team Up
Here are a few telltale signs that it’s time to give us a call.
Anticipating
Taxable Moments
The sale of a business or appreciated real estate or stock is an ideal time for your clients to establish a charitable fund, making a single tax-smart gift to start their philanthropic journey.
Planning for Family Giving
Through facilitated family meetings, strategic grantmaking, long-term philanthropic planning, and educational workshops, we can help your clients bring greater focus and strategy to generational giving.
Transferring an Existing Donor Advised Fund
We offer personalized service, expertise on community issues, and powerful philanthropic tools that large commercial Donor Advised Fund providers simply don’t provide.
Considering a Private Foundation
Before advising clients to establish a standalone charitable enterprise, explore how partnering with us can uniquely support your client’s charitable goals locally, regionally, and around the world—all while increasing efficiency and minimizing administrative burdens.
Our Approach
Our flexible, hands-on approach allows you to tailor a plan that works for your client. Here’s what to expect:
Respect for Your Role
You are your clients’ trusted advisor, and that doesn’t change when you partner with us. Our goal is to complement your practice by helping you meet your clients’ philanthropic needs.
Administrative Support
We take care of the accounting and paperwork, oversee the charitable investment strategy in partnership with you or through one of our five investment strategies, and provide a secure online system that makes it easy for donors to recommend grants to qualified nonprofits.
Partners with a Purpose
As a locally based community foundation, our administrative fees are put to work in the greater Twin Cities area. We also offer resources and experiences your clients won’t get with commercial Donor Advised Funds, creating pathways for them to learn, connect with others, and expand their vision of what’s possible.
Resources
If you’re ready to get started, contact us or explore our list of accepted asset types.
Start the Conversation