As a financial advisor, estate planner or attorney, you have your clients’ best interests at heart. We do as well.
We understand the importance of your client relationships, and we respect your role as your client’s trusted advisor. We are here to be a charitable resource and partner who can help your clients extend their philanthropy for generations to come. We accept a variety of gifts from simple to complex, allow you to continue managing your client’s dollars, and are flexible at every turn.
The FM Area Foundation offers tools to help your clients save tax dollars, and information on the causes they’re passionate about. We have extensive knowledge of local nonprofits, and are happy to share information on different giving options.
Working with the FM Area Foundation costs you nothing, and your client receives an immediate tax deduction when they create a charitable fund through us. An annual administrative and fund manager fee is deducted from the fund’s balance. Unlike direct gifts to charity, donations to the FM Area Foundation become assets that are invested and grown to make a longer lasting impact.
Be Your Client’s Charitable Fund Manager
Many of our fundholders have a longstanding relationship with a trusted fund manager, and those working relationships can easily continue when giving through the FM Area Foundation. There is sometimes a perception that referring clients to us will result in lost business for existing managers and advisors, but this simply isn’t the case.
Donors have the option to recommend their own fund manager when establishing a charitable fund through the FM Area Foundation. We understand the value of the relationships you’ve built, and we want to help facilitate giving. Advisors who work with us and follow our investment policy become part of our fund manager portfolio.
Your client simply needs to fill out our Fund Manager Designation Form.
The Foundation’s assets are invested at the following institutions:
- Bank of the West
- Bell Bank
- Bremer Bank
- Edward Jones – Mike Richards
- Edward Jones – Cindy Magnuson
- Edward Jones – Jon Simmons
- Edward Jones – Paul Zenker
- Edward Jones – Matthew DeVries
- Eide Bailly Financial Services
- Greater Midwest Financial Group
- Heartland Trust Company
- Merrill Lynch- Engen Neuenschwander & Associates
- Merrill Lynch – Nomeland Heilman Group
- Merrill Lynch – Ken Astrup
- Prairiewood Wealth Management
- RBC Wealth Management
- Thoreson Steffes Trust Company
- UBS Financial Services
- US Bank
- Waterfront Financial Group
- Wealth Forward
- Wells Fargo
- Wells Fargo Advisors
Visit our investments page to learn more.