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ACGA Suggested Gift Annuity Rates | American Council on Gift Annuities, 06/29/2011 MORE
Wealth Transfer and the LGBT Community | Northern Trust, 05/20/2011 MORE
Wealthy Hesitate to Take a Break on Estate Taxes | The New York Times, 05/13/2011 MORE
Librarian leaves $646K gift for Hennepin bookshelves | Star Tribune, 04/25/2011 MORE
How to leave stocks, bonds, land or businesses to heirs | USA Today, 03/14/2011 MORE

 

 

 

 

 


 

 

Estate Planning | learn, share, connect

Erik Saltvold: Preserving Green Space

Erik the Bike Man is something of a local celebrity, known for his shop’s quirky commercials that many of us can recite from memory. But what people may not know about Erik is his silent legacy with Minnesota’s trails and parks.
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Enduring Support

In 1921, Martha H. Gould created a fund through her will to help girls to pursue the arts. Now, 90 years later, her fund has tripled in size while at the same time granting out tens of thousands of dollars to support dozens of arts institutions, including The Minneapolis College of Art and Design, Perpich Center for Arts, and Women's Art Registry of Minnesota.
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Community Builders make a difference

"I think we're typical of a lot of people who give through The Minneapolis Foundation: small business owners, now retired, are looking for ways to make a difference through philanthropy. We feel strongly that people as blessed as we have been have a responsibility to help others." - Joe and Jean Crocker, Community Builders

Giving Now and in the Future

When Dan and Sue* wanted to pass their wealth to their children in a way that wouldn’t cost them large amounts of gift or estate tax, their advisor encouraged them to establish a charitable lead trust.
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ABOUT ESTATE PLANNING
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INVOLVE YOUR FAMILY

  • 42% of American adults have wills but only 8% include a charitable bequest.

  • The most common reasons among high net worth Americans for adding a charitable provision to their wills is to avoid estate and gift taxes and to leave a charitable legacy.

  • Bill Gates and Warren Buffett recently challenged the nation's billionaires to leave half of their net worth to charity. If the billionaires were to follow suit, it would amount to $600 billion in charitable giving.

  • More than 350 people have pledged to leave a bequest to The Minneapolis Foundation.

  • The Minneapolis Foundation has established Legacy Funds to assist individuals at all financial levels pool their resources with others and support causes they care about well beyond their lifetimes.

For sources of the above facts please email or call us at (612) 672-3853.

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