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Become the most valued advisor for your clients at year-end

Do you have clients who sold a business this year? Received a bonus? Need to rebalance their portfolio? Or clients who are passionate about giving back but have been too busy to bring their philanthropy into focus?

At this busy time of year, charitable giving can end up on a long list of tasks that need to get done by December 31. But philanthropy can and should be about more than writing checks in a hurry. What if this holiday season you could give your clients the gift of hassle-free and effective giving?

There’s good news – you can.

The Minneapolis Foundation partners with tax and legal advisors to help you add value to your business relationships. For many clients, that journey starts near the end of the year with the decision to establish a Donor Advised Fund. Read more about the benefits of Donor Advised Funds >>

By partnering with us, you provide your clients with first-class resources to take their giving beyond the transactional to the transformational.

We can help you and your clients:

  • Research effective nonprofits and host site visits
  • Facilitate family meetings about multigenerational giving
  • Learn about opportunities to make a difference on the issues that matter to them
  • Invite them to be a part of innovative charitable investments, such as InvestMPLS – The Minneapolis Foundation’s exclusive impact investing program

We do all of this while working closely with you to keep their business and financial goals in sight. Just like you, we tailor our services to meet the needs of each of our clients. This is why many of our community’s most charitable families and business leaders have chosen The Minneapolis Foundation as their partner in philanthropy—and why you can trust us to enhance your client relationships.

Four kinds of clients who might benefit from establishing a Donor Advised Fund:

Don’t wait until the last week of December to consider how a Donor Advised Fund could benefit your client.

Contact a Philanthropic Advisor at The Minneapolis Foundation today and find out how we can help you add value to your clients at year end: William Sternberg, bsternberg@mplsfoundation.org or Stephanie Donley, J.D, sdonley@mplsfoundation.org.