Let Us Be Your Wingman

When you partner with us to better serve your clients’ charitable needs, we promise to make you look good. But more importantly, we promise to make your clients’ giving go further. It’s what we do. And we’ve done it well for 100 years.

Today, The Minneapolis Foundation manages nearly $700 million in charitable assets. We represent the diverse interests and aspirations of donors from across the community. And we offer customized giving solutions that enable donors to fund their charitable passions using tax-wise financial strategies. We want to partner with you and extend our first-class charitable services to your clients.

 

WHY THE MINNEAPOLIS FOUNDATION?

Trusted Local Partner

Trusted Local Partner

With offices located in the heart of downtown Minneapolis, our
Philanthropic Advisors are available and accessible to answer your questions and provide expert guidance to your clients.

Expertise in Philanthropy

Expertise in Philanthropy

We have 100 years of experience in charitable giving. Our staff is up to speed on current regulations and can help your clients create giving strategies that are meaningful, tax-wise and effective.

Flexibility & Options

Flexibility & Options

One size does not fit all. That’s why we offer a variety of investment options for Donor Advised Funds, are known for our custom giving solutions, and accept both liquid and illiquid assets from donors.

Expertise in Community

Expertise in Community

From opening the door to co-investment opportunities to vetting the health of prospective grantees, we are pleased to leverage our inside knowledge of the community to benefit you and your clients.

Family Philanthropy

Family Philanthropy

Our advisors can help your clients more deeply address their charitable giving through family meetings, strategic grantmaking, long-term philanthropic planning and educational workshops.

Giving Solutions for Your Clients

We pride ourselves on offering highly personalized services. That includes helping your clients find giving solutions that will meet their financial and charitable goals. Our customizable menu consists of a variety of ways to give now and later.

 

Menu of Fund Options

 

Helpful Resources

What to Expect

No Administrative Headaches

The Minneapolis Foundation professionally manages the investments, accounting, and paperwork. This way, your clients can put their time and energy into what really matters: Making a meaningful impact on the community, organizations, and causes they value.

Easy Online Fund Management

Donors can use our secure online system to view their fund balance, grant history and make grant recommendations to qualified charitable organizations. Of course, if they prefer to talk someone, we always enjoy phone chats and in-person meetings.

Partners with a Purpose

As a community-based nonprofit, we ensure our donors’ tax-deductible, competitively priced administrative fees are put to work in the greater Minneapolis area. Learn more about how the Foundation is helping shape the future of our community.

Professional Advisor Committee

We are proud to partner with local attorneys, financial planners, and accountants to help us better serve charitable individuals, businesses, and families in our community. Meet our dedicated Professional Advisor Committee:

 

Stuart Bear
Chestnut Cambronne
Nancy Bergstrom
Meristem
Suzann Brown
U.S. Bank Private Client Reserve
Laura Carlson
Faegre Baker Daniels
Joseph Gibbons
Merrill Lynch
Virginia Harn
CliftonLarsonAllen
Sean Hauenstein
Copeland, Buhl & Company
David Horan
UBS Financial Services
Lori Hume
Wipfli, LLP
Jessica Johnson
Gray Plant Mooty
Andrew King
Riverbridge Partners
Kathleen Longo
Flourish Wealth Management
Michael Metzger
TruCairn Advisors
Alison Midden
Briggs and Morgan
Shane Swanson
Stinson Leonard Street
Mavis Van Sambeek
Lindquist & Vennum
David Zaudtke
Eide Bailly

Recent Philanthropy News

All hands on deck! 6 ways to use your voice—or help others do so.

In the past week, the presidential inauguration, public demonstrations, and other related events have touched millions of people in Minneapolis and nationwide. At The Minneapolis Foundation, we believe that communities are stronger and policies work best for all when we draw on the expertise of Minnesotans with varied points of…

Read More

Q&A with Robyn Schein

One year after launching the Family Philanthropy Resource Center, Robyn Schein sat down to share a few stories about how she’s seen the Center help donors come together with loved ones, make time for structured family discussions about philanthropy, and take their giving to the next level…

Read More

The Minneapolis Foundation Kicks Off New Year with Nearly $5 Million in Grants

The Minneapolis Foundation has kicked off the New Year by awarding $4,978,000 in competitive grants for 2017…

Read More

I Hope I Never Take This for Granted

In just a few minutes last week, I got the best present anyone could possibly give me this year: Coming around a corner in our Minneapolis Foundation offices, I saw five members of our team surrounding a table piled high with checks they were stuffing into envelopes…

Read More

Donor Advised Funds Are Hard at Work

We’re proud of our donors’ commitment to making a positive difference in our community through their Donor Advised Funds at The Minneapolis Foundation. Here’s a snapshot of their charitable giving since April 2014…

Read More

Combining Philanthropy and Tax Planning to Make the Most of Your Giving

Michael Metzger, CFP, CRPC, is a member of The Minneapolis Foundation’s Professional Advisor Committee and a Financial Advisor at TruCairn Advisors, a private wealth advisory practice of Ameriprise Financial Services. With the holiday giving season (not to mention the year-end tax rush!) just around the corner, we asked Michael how…

Read More