We’d love to partner with you to support your clients and your practice.
Jenna Berneck
Director of Business Development
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. 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.
The Benefits
Discover the Minneapolis Foundation experience and why it’s great to partner with us.
Flexible Options
One size does not fit all. That’s why we offer a variety of charitable fund types, investment options, 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
When does it make sense to give us a call? Here are a few telltale signs a client might benefit from our services.
Anticipating Taxable Moments
The sale of a business or appreciated real estate or stock is often an ideal time for clients to establish a charitable fund, making a single tax-smart gift to start a rewarding philanthropic journey.
Considering a Private Foundation
Before advising clients to establish a standalone charitable enterprise, explore how partnering with us can increase efficiency and lighten administrative burdens.
Outgrowing an Existing Provider
We offer personalized service, expertise on community issues, and powerful philanthropic tools that large commercial Donor Advised Fund providers simply don’t provide.
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.
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 serve your clients’ philanthropic needs.
Administrative Support
We take care of the accounting and paperwork, oversee the charitable investment strategy, 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, we ensure our administrative fees are put to work in the greater Twin Cities area.
Resources
If you’re ready to get started, download an application and our list of accepted asset types.
Start the Conversation