Your clients are ready to give with purpose. Now it’s time to move past the numbers and spark a conversation about real impact. We’ll be with you every step of the way.
You give your clients more than advice—you give them the confidence to live and give boldly. By partnering with advisors like you, we support individuals, families, and businesses to give with intention and heart.
One size does not fit all. That’s why we offer a variety of charitable fund types, investment options, partnership approaches, and philanthropic tools.
Our team’s knowledge of the region’s greatest challenges and the nonprofits addressing them is strengthened by a national network of experts on a wide range of social issues.
We match your clients’ values with community organizations leading change. From researching nonprofits to managing grant administration, we remove roadblocks to giving and enable your clients to focus on what matters: The impact they want to make on causes they care about.
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This year, as many of us gather around full tables, far too many of our neighbors are unsure where their next meal will come from. The good news? Every one of us can make a real, immediate difference.
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Don’t wait for your clients to ask. Start a conversation about giving. At the Minneapolis Foundation, we’re ready to help—with talking points, giving tools, and expert support tailored to your clients’ goals.
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For the attorneys at this firm, connecting clients with first-class philanthropic solutions is just part of the job.
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Want to bring us in for a presentation to your firm? We currently offer two sessions that qualify for CFP continuing education credit:
Contact Chris Beach at chrisbeach@mplsfoundation.org to schedule your training today.
Yes—and kudos to you for thinking ahead! For clients who already have a fund at the Minneapolis Foundation, follow these guidelines for transactions made near the end of the year.
November 28. Initiate gifts of mutual funds. Mutual funds require extra handling time. Allow at least three weeks for processing of contributions from mutual funds.
December 12. Initiate gifts of cash. Gifts of cash include checks, electronic fund transfers, credit card payments, and payroll deductions. With a credit card, you can make a convenient online gift. Checks must be made payable to the Minneapolis Foundation. If the gift is for a particular fund, please note that on the memo line.
December 15. Make grant recommendations. To ensure deliver of grant checks by Dec. 31, recommendations must be made by Dec. 15. Grant recommendations received after Dec. 15 will be processed as soon as possible, but due to the volume of grants we process in December (typically 2,500 grant distributions in one month!) payment before Dec. 31 cannot be guaranteed.
December 15. Initiate gifts of stock and other securities. To ensure correct fund accounting, it is important that you notify the Foundation of your gift. If you are gifting stock that you have held for more than a year, you may be able to take a charitable deduction and eliminate your capital gains liability. This can also be a good strategy to offset other capital gains taxes you’ve incurred. If you have stock with long-term capital losses, you may want to sell the stock first, donate the cash proceeds, and take deductions for both the capital loss and the charitable donation.
December 22. Complete fund additions. Fund additions must be completed by Dec. 22 to ensure tax credit for 2025.
Absolutely. View our Donor Advised Fund policies.
We accept a wide variety of assets, allowing your clients to establish and grow charitable funds in the most tax-advantageous ways.
You can! By joining the Minneapolis Foundation in an Investment Alliance, you can continue to provide investment management for your clients’ charitable funds while enabling them to leverage our philanthropic services and support.
We do indeed. Learn how we support impactful giving through IRAs.
Here are a few telltale signs that it’s time to give us a call.
The sale of a business or appreciated real estate or stock is an ideal time for your clients to establish a charitable fund, making a single tax-smart gift to start their philanthropic journey.
Through facilitated family meetings, strategic grantmaking, long-term planning, and educational workshops, we can help your clients bring greater focus and strategy to family giving.
We offer personalized service, expertise on community issues, and powerful philanthropic tools that large commercial Donor Advised Fund providers simply don’t provide.
Before advising clients to establish a standalone charitable enterprise, explore how partnering with us can uniquely support your client’s goals—all while increasing efficiency and minimizing administrative burdens.
We’d love to partner with you to support your clients and your practice.
Amy partners with the Foundation’s fundholders to bring their values to life through philanthropy. She joined the Foundation in 2022, bringing nearly 25 years of experience in nonprofit development and communications. Amy has worked with nonprofits focusing on human services, affordable housing, and mental health. Most recently, she served as Chief Advancement Officer at Washburn Center for Children. She loves connecting donors with meaningful opportunities to address challenges facing our community.
Amy holds a bachelor’s degree from Gustavus Adolphus College and completed a Masters of Business Communications Certificate at the University of St. Thomas. She currently serves on the advisory council of A Christian Ministry in the National Parks. Outside work and chauffeuring her daughter, she enjoys time outdoors, hiking in the mountains, and planning her next travel adventure.
Andrea works collaboratively to cultivate the Foundation’s generous community, partnering with nonprofits and providing services to fundholders seeking to make a difference in their communities. She joined the Foundation in 2022, bringing more than 20 years of experience in the nonprofit sector. She started her career as a social worker before transitioning to philanthropy and fundraising. She has worked and volunteered at organizations in the fields of human services, education, community and economic development, and healthcare. Andrea is passionate about designing systems and tools to increase operational efficiency and bring the Foundation closer to the community. She holds a bachelor’s degree from the University of Minnesota-Duluth and a master’s degree from Arizona State University.
Ashley helps fundholders achieve their giving goals in the community, leading with empathy to build positive and lasting relationships. She joined the Foundation in 2024, bringing more than 15 years of experience as a nonprofit fundraiser. Most recently, she worked for Groves Learning Organization and, prior to that, for the Center for Victims of Torture. Ashley serves on the Board of Directors of the Hopkins Education Foundation. She received a bachelor’s degree in political science from the University of Wisconsin-Superior.
In her free time, she enjoys reading, sitting in the sun near water, and spending time with her family and friends.
Bill works actively with existing and prospective fundholders and their trusted advisors to articulate and carry out their charitable intent. Before joining the Foundation in 2002, Bill spent 16 years in the financial services industry with Citicorp in New York and Los Angeles, and with Piper Jaffray in Minneapolis. Bill holds a bachelor’s degree in entrepreneurship from Babson College. He serves on the board of Mission Animal Hospital, the first nonprofit full-service animal hospital and clinic in the nation.
Chris oversees the Philanthropic Services department, partnering with the Foundation’s fundholders to help them achieve their charitable goals and increase their positive impact in the community. Before joining the Foundation in 2019, he was President of Lutheran Social Service of Minnesota’s Foundation and its Chief Development Officer. As a key member of that organization’s senior leadership team, he was responsible for building financial resources to support greater organizational impact and visibility throughout Minnesota. He was also responsible for its property department and statewide volunteer program. Chris holds a bachelor’s degree in English literature and a master’s degree in educational leadership from Saint Mary’s University in Minnesota.
Christine manages the Family Philanthropy Resource Center, connecting the Foundation’s fundholders with tools and resources to engage family members of all generations in building strong, vibrant communities. Before joining the Foundation in 2021, Christine served as the Development Officer of Northeast Minnesota for Lutheran Social Service of Minnesota, supporting its robust programming to end youth homelessness.
Christine holds a bachelor’s degree in social work with a minor in early childhood studies from the University of Minnesota Duluth. She deepened her passion for social work by earning a master’s degree from Augsburg University. In her free time, Christine enjoys spending time at her family cabin, cooking new recipes, and taking long walks with her goldendoodle, Evie.
Kevin works with individuals, couples, and multi-generational families to achieve their charitable goals. He also partners with professional advisors to help fundholders determine which assets to give and when, which giving vehicles are most appropriate for their goals, and how best to integrate philanthropy into broader financial and estate plans. Before joining the Foundation, Kevin practiced law for six years in the estate planning group at Maslon LLP and, most recently, worked as a trust advisor at Northern Trust. He earned his B.S.B.A. from Creighton University and his J.D. from William Mitchell College of Law. He lives in Greenwood with his wife and loves to golf, ski, and spend time on the water.
Maggie brings more than 20 years of experience in both the for-profit and nonprofit sectors. Before joining the Foundation in 2022, she spent over a decade in marketing and strategic planning roles at Target Corporation. She then served as the CEO of The BrandLab, a nonprofit working to support talent of color by removing barriers to marketing and advertising careers in the Midwest. Maggie is passionate about connecting resources to propel missions. She’s a first-generation college graduate with a bachelor’s degree in journalism from Indiana University. Maggie and her husband have two teenage daughters. Outside of work, Maggie loves being with family and friends, time outdoors, and quiet mornings with coffee.
Russell focuses on serving the charitable needs of corporate executives, their families, and the companies they lead. He joined the Foundation in 2016, bringing more than 20 years of experience in fundraising and alumni relations at major research universities. Most recently, at the University of Minnesota Foundation, he served from 2013 to 2016 as a development officer for the university’s Department of Medicine. Prior to that, he spent a decade at the University of Wisconsin Foundation, where he served as director of development covering the Southern United States, then athletics, and eventually the Law School. He began his career as the director of diversity and assistant field representative for the Wisconsin Alumni Association. He holds a bachelor’s degree from the University of Wisconsin-Madison.
Paul strategizes with existing and prospective fundholders and their professional advisors to inspire impactful philanthropy. He also leads the Minneapolis Climate Action and Racial Equity Fund and Foundation partnerships related to social finance innovation and environmental justice. Before joining the Foundation in 2018, he spent seven years as a major gifts and planned giving officer at Minnesota Public Radio/American Public Media and five years in development at Macalester College, his alma mater. Outside of work, you can find him chasing his children, playing trumpet professionally, or walking his boxer, Sonny.
Teresa provides the Senior Vice President of Philanthropic Services and his team with project management, operations, and logistical support. She serves as a liaison between internal and external stakeholders, fundholders, and Trustees of the Minneapolis Foundation. Before joining the Foundation, she served as Operations Program Manager at the Healthy Building Network, and before that was Executive Assistant to the Vice President of Housing Development at Aeon. Teresa has over 20 years of experience in administration, information technology, and marketing in the nonprofit and for-profit sectors and is a certified Scrum Master. She considers herself a lifelong learner and is an avid knitter, dog enthusiast, and lover of the outdoors.