Working with a community foundation can provide a helpful link to resources for charitable planning. The Saint Paul Foundation can provide financial illustrations for a variety of life income gifts, sample language for a Donor Advised Fund and other types of funds.
Whether you're an attorney, trust officer, financial planner, investment advisor or certified public accountant, or have a specific interest in the technical aspects of planned giving, we can help you help your clients explore their options.
Select an area of our site below to learn more:
Planned Giving Design Center - Resources for Professional Advisors The Planned Giving Design Center (PGDC) is sponsored by The Saint Paul Foundation and Minnesota Community Foundation as a charitable giving information service to professional advisors. The PGDC is a free online service of the Professional Advisors Charitable Network (PACNet). The site provides up-to-date technical and legal information about charitable planning options.
Cornerstone Council The Cornerstone Council is an advisory group of 14 experts who work in the field of estate planning and financial planning. Members lend their professional expertise and advice to The Saint Paul Foundation on Foundation services for professional advisors and their clients, as well as existing donors.
Newsletter Click here to request "Insights" quarterly newsletter.
Meet Our Team Click here to learn more about Gift Planning and Donor Relations teams.
Options for your Clients Charitable planning is our mission at The Saint Paul Foundation. Our goal in working with professional advisors is to help you find the best solutions for your client and to reinforce your client relationship.
Downloads Download sample fund agreements and other documents.
Planned Giving Design Center
The PGDC offers free online technical and legal information about charitable planning options for professional advisors. Click the icon to enter. To learn more, go to Advisor Resources.
U.S. Bank & The Saint Paul Foundation
U.S. Bank's Private Client Group has joined with The Saint Paul Foundation to offer its clients a new way to give money to charitable causes. To read the full article in The Business Journal click here.
Options for Your Clients
What types of assets can my client use to make gifts to the Foundation? What types of funds can my client establish with the Foundation? Click on the links below for answers to these questions and more!
"As a member of the Saint Paul community, I've been involved with The Saint Paul Foundation for more than 30 years. As a former member of the board, I admire their deep commitment to, and knowledge of our community. As a leader, I can count on The Saint Paul Foundation to take an active, creative role in supporting the growth and development of our community." - Joe O'Neill, Estate Planning Attorney, O'Neill, Grills & O'Neill, Saint Paul
