PROFESSIONAL ADVISORS | resources 

 

The Minneapolis Foundation offers a variety of resources to help you find strategic solutions to your clients' charitable and estate planning needs.

 

GIFT CALCULATOR

Explore gift options with your client, using our online Gift Calculator. It provides confidential charitable deduction calculations for a range of planned gifts. Enter in your client's information and explore a variety of gift options.

Note: The Minneapolis Foundation does not provide tax or legal advice. Gift calculations are provided for illustrative purposes only. The actual values may vary based on the timing of your gift. Please consult your attorney or tax advisor prior to entering into any gift planning arrangement.

 

ONLINE TOOLS FOR DONORS

Donors can access a variety of tools through DonorWeb.

 

EVENTS AND SEMINARS

Throughout the year, The Minneapolis Foundation hosts seminars on a variety of topics relating to charitable and estate planning for continuing education credit. The Foundation partners with experts in the field to deliver these seminars for professional advisors. We also host events to which you can bring your clients.

We also host a variety of community events on critical issues, strategic philanthropy, and more. You are invited to join us, and to bring any of your clients who might benefit or otherwise be interested in the topic.

 

LEAVE A LEGACY

Help your clients leave a lasting legacy. The Minneapolis Foundation has a wide variety of options.

 

SAMPLE FUND AGREEMENTS

You can find sample fund agreements for variety of charitable options. This section is currently unavailable while we update our website.

 

pUBLICATIONS

The Minneapolis Foundation produces a number of publications throughout the year. They can be downloaded or hard copies are available by request. Click here for available publications.

 

ON-SITE GROUP PRESENTATIONS

Would other professionals at your firm like to know more about tax-advantageous charitable giving strategies? We offer customized, on-site group presentations to help you recognize and seize opportunities to save your clients money through philanthropy and to demonstrate the benefits of working with The Minneapolis Foundation. (We're also happy to meet with you one-on-one.)

Contact Nick Scheibel at (612) 672-3867 or nscheibel@mplsfoundation.org to request or discuss a presentation to your company.

 


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