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Professional
Advisors

Your partners in giving
We're Here to Help Learn more about our services by emailing Steph Donley

We’re here to enhance your practice. With extensive knowledge of community needs and giving options, we enable you to better serve your clients by helping them achieve their charitable goals. By working collaboratively with tax, legal, and financial advisors like you, we support your clients in creating personalized giving plans that make a positive impact in their communities, maximize their tax savings, and lighten administrative burdens.

The Benefits

Discover the Minneapolis Foundation experience and why it’s great to partner with us.

Flexible Options

One size does not fit all. That’s why we offer a variety of charitable fund types, investment options, and state-of-the-art philanthropic tools.

See our donor and investment opportunities

Philanthropic Expertise

We’re well versed in the latest charitable tax regulations and can vet nonprofit organizations—helping your clients make informed decisions.

Community Connections

Our team’s in-depth 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.

When To Team Up

When does it make sense to give us a call? Here are a few telltale signs a client might benefit from our services.

Anticipating Taxable Moments

The sale of a business or appreciated real estate or stock is often an ideal time for clients to establish a charitable fund, making a single tax-smart gift to start a rewarding philanthropic journey.

Considering a Private Foundation

Before advising clients to establish a standalone charitable enterprise, explore how partnering with us can increase efficiency and lighten administrative burdens.

Outgrowing an Existing Provider

We offer personalized service, expertise on community issues, and powerful philanthropic tools that large commercial Donor Advised Fund providers simply don’t provide.

Planning for Family Giving

Through facilitated family meetings, strategic grantmaking, long-term philanthropic planning, and educational workshops, we can help your clients bring greater focus and strategy to generational giving.

Our Approach

Our flexible, hands-on approach allows you to tailor a plan that works for your client. Here’s what to expect:

Respect for Your Role

You are your clients’ trusted advisor, and that doesn’t change when you partner with us. Our goal is to complement your practice by helping you serve your clients’ philanthropic needs.

Administrative Support

We take care of the accounting and paperwork, oversee the charitable investment strategy, and provide a secure online system that makes it easy for donors to recommend grants to qualified nonprofits.

Partners with a Purpose

As a locally based community foundation, we ensure our administrative fees are put to work in the greater Twin Cities area.

Resources

If you’re ready to get started, download an application and our list of accepted asset types.

Download application Accepted assets

Start the Conversation

We’d love to partner with you to support your clients and your practice. Contact Stephanie K. Donley, J.D., Philanthropic Advisor, to get started.

Stephanie K. Donley, J.D.
Philanthropic Advisor