As a Gift Planner at the Saint Paul & Minnesota Foundation, I have the pleasure of working with Professional Advisors as their clients consider charitable planning. I am gratified by opportunities to partner with Advisors whose clients are exploring liquidity events, succession planning, exit strategies, gifts of non-cash assets and multi-generation philanthropy. I am proud to be part of the Philanthropic Services team at the Foundations, where we oversee around $2 billion of philanthropic capital held in donor advised funds, private foundations, and endowments. We have a great reputation as a reliable, donor-centered, and independent guide for Professional Advisors looking for a bridge to the nonprofit sector. The Saint Paul & Minnesota Foundation believes in the best of Minnesota and the power of its communities. With roots in Saint Paul and partners across the state, it is Minnesota’s largest community foundation and the partner of choice for thousands of donors, nonprofits and community organizations. The Foundation aspires to create an equitable, just and vibrant Minnesota where all communities and people thrive by inspiring generosity, advocating for equity and investing in community-led solutions.
Listed skills include Philanthropy, Fundraising, Annual Giving, Nonprofits, and 18 others.