Services for Professional Advisors
The Minneapolis Foundation can help you meet your clients’ charitable and financial objectives. We add our expertise to yours to ensure that your client makes educated decisions while selecting from a full spectrum of options.
Why Partner with The Minneapolis Foundation?
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Our charitable giving experts help you navigate the thicket of rules and regulations, ensuring that your client achieves the maximum possible tax savings.
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Our ongoing research and extensive contacts in the community help us keep our donors informed of charities that match their charitable goals.
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A variety of tools for giving allow you and your client to choose the option that fits their financial and philanthropic objectives.
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Our newsletters and publications keep you current on trends in philanthropy, including relevant tax and legal regulations, and research about issues facing our community.
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Our website offers charitable planning assistance through GiftCalc. In addition, when deadlines loom, it offers cash and stock donations online.
The Minneapolis Foundation Advantage for Your Clients
At The Minneapolis Foundation, donors join a community of philanthropists, benefiting from our more than 90-year history of grant-making. A full complement of tools for giving ensures that donors’ contributions have maximum impact for the charities they choose to support. Together with professional advisors, we create highly effective approaches to charitable giving.
- Gifts to a Fund at The Minneapolis Foundation generate the maximum tax advantages under state and federal law.
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Our personalized service is tailored to each individual’s philanthropic and financial objectives.
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We accept a wide variety of assets, from cash and securities to closely held stock and appreciated real estate.
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As one of the country’s largest community foundations, we are a catalyst in the community, helping set the agenda for positive change.
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With deep roots in the community, our professionals know area nonprofit organizations and their needs.
Learn more
For more information on our services to advisors or to confidentially discuss a specific client situation, please contact William Sternberg, senior asset development officer, at (612) 672-3825, (866) 305-0543 or wsternberg@mplsfoundation.org.
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