As attorneys, you're in a great position to help your clients structure their charitable giving as part of an estate plan or as they're navigating other family, financial, and life changes.
Attorneys often turn to us when their clients:
- Want to instill philanthropic values in their children
- Want to bring the family together around giving vs. finances
- Are nearing retirement
- Have wealth they perceive they don’t need
- Feel that their children "are doing okay" (are financially solvent)
- Are concerned about setting an appropriate inheritance for their children
- Are concerned about estate taxes
- Are satisfied that the business has made some money
A private foundation is often the first structured giving option many clients think of. But when they learn about the convenience of a donor advised fund and how involved family members can be, they often find it a very attractive alternative. And beyond donor advised funds, The Minneapolis Foundation offers a wide variety of planned giving options and the expertise to design a customized, tax-smart giving solution that can support your client's giving for generations.
WHY PARTNER WITH THE MINNEAPOLIS FOUNDATION?
- Our charitable giving experts help you navigate the thicket of rules and regulations so your clients can achieve the maximum possible tax savings.
- Ongoing research and extensive contacts in the community help donors stay informed of charities that match their charitable goals.
- A variety of charitable giving tools let you and your client choose the option that fits their financial and philanthropic objectives.
- Newsletters and publications keep you current on trends in philanthropy, including relevant tax and legal regulations, plus research about issues facing our community.
- We offer charitable planning assistance through GiftCalc.
- In addition, when deadlines loom, cash and stock donations can be made online.