How To Get Started

Working together with the Foundation, you can maximize the impact of your charitable gifts. We offer services to help you manage your charitable giving-and make a real difference in the community.

If you would like help developing a charitable planning strategy or deciding how your gifts should be structured, we can help you get started.

Eight Simple Steps
Setting up a family fund is a way to create a lasting legacy for your family and to meet the vital needs of the community. You can set up a fund in just a few simple steps:

  1. Discuss your goals with your family and your professional advisors.
  2. Decide what to give—cash, securities, real estate, etc.
  3. Select issues and organizations that are close to your heart.
  4. Meet with The Saint Paul Foundation staff to discuss your vision.
  5. Choose a fund type: Donor Advised Fund, Field of Interest Fund, Designated Fund, Scholarship Fund or Unrestricted Fund.
  6. Complete the paperwork.
  7. Select a name for your fund, either recognizing your family or the issues you support.
  8. Send your gift to The Saint Paul Foundation for management and administration.
Call us at 651.224.5463 or 800.875.6167. Or contact a member of our gift planning staff directly.