Resources for Professional Advisors


You are here

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to University of Minnesota Duluth. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: University of Minnesota Foundation
Federal tax ID number: 41-6042488
Located in: 200 Oak Street SE, Suite 500, Minneapolis, MN 55455

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to UMD with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

Make a Gift to UMD in Your Will

If your clients are interested in supporting UMD with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner With Us

We understand that gifts to charities such as UMD can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

See How It Works >

Discover More

View My Free Brochure

Not Sure How to Begin Planning?

Get your FREE personal estate planning kit.

Download Now