Gift Calculator
Estimate the tax implications of a charitable gift by your client.
On-line Grantmaking and Charitable Fund Reporting
Test drive our on-line grantmaking service, Donor Express. Show your clients how they can recommend grants, make gifts, and review fund balances and activity when they create a charitable fund at The Minneapolis Foundation.
E-news on Philanthropy
Sign up to receive e-news from the Minneapolis Foundation, including:
Talking about Philanthropy - a quarterly e-newsletter to help professional advisors follow the news, trends and events that shape charitable giving. It is distributed to more than 2,800 financial, legal, and tax advisors in Minnesota and features articles by local professionals. Check out past articles
TaxFacts - notification of breaking news regarding charitable and estate tax laws. Use our timely updates yourself or share them with your clients.
Links
Bookmark our links page for handy reference when you're discussing charitable planning with your client. Connect with resources for philanthropy in general, and websites for researching charitable organizations.
Sample Forms
Download our sample fund agreements and other forms and suggested language for bequests.
Events and Seminars
Throughout the year, The Minneapolis Foundation hosts seminars on a variety of topics relating to charitable and estate planning for continuing education credit. The Foundation partners with experts in the field to deliver these seminars for professional advisors. View a list of recent seminars or sign up to receive invitations to future events.
Call us at (612) 672-3825 or e-mail William Sternberg with your ideas for future seminar topics.
On-site Group Presentations
Would other professionals at your firm like to know more about tax-advantageous charitable giving strategies? We offer customized, on-site group presentations to help you recognize and seize opportunities to save your clients money through philanthropy and to demonstrate the benefits of working with The Minneapolis Foundation. (We're also happy to meet with you one-on-one.)
Call us at (612) 672-3825 or e-mail William Sternberg to request or discuss a presentation to your company.
Free, Customized Deferred Gift Illustration
We're happy to provide a free (and confidential) deferred gift illustration customized to the unique circumstances of your estate planning clients. Call us at (612) 672-3859 to request an illustration.
Publications
Share our publications with your clients or use them to stay current on our products and services. You can download all of our publications or we can send them to you. Visit our publications page.
