Giving with Donor Advised Funds or Appreciated Assets

New for Give to the Max Day 2016: For donors who prefer to make contributions through a professionally managed donor advised fund or with appreciated assets like stock with the help of a professional advisor, GiveMN has added the opportunity to count those donations for Give to the Max Day.

To give with a donor advised fund or with appreciated assets, a donor must be represented by a professional advisor at a foundation or financial institution. Professional advisors can request approval to record contributions by completing the registration form below.

Donations made with the help of a professional advisor will be not be transacted through GiveMN, but instead will be initiated by a professional advisor on behalf of a donor. The donation will be sent from the donor's fund or financial institution directly to the recipient organization.

These donations will be eligible for Give to the Max Day Golden Ticket prizes and will count toward Give to the Max Day Leaderboards when made to eligible organizations.

These donations will be recorded without any processing fees assessed by GiveMN to either the donor or the organization. Donors may incur fees from their professional advisor and organizations may incur fees related to receiving these donations.

How It Works

GiveMN's goal is to make giving easy and fun for everyone. For donors who wish to make Give to the Max Day contributions from a professionally managed donor advised fund or with appreciated assets like stock with the help of a professional advisor, the process is outlined below.

To Record a Donor Advised Fund Recommendation

  1. When you, a donor, wish to make a gift from your donor advised fund, you need to contact the relationship manager at the community foundation or financial institution that manages your fund.
  2. Tell your relationship manager about Give to the Max Day's new option to record donor advised fund gifts and point them to givemn.org/professionaladvisors to register with GiveMN as your relationship manager.
  3. Relationship managers may complete the registration form below. They'll receive detailed instructions from GiveMN for recording your donor advised fund recommendation.
  4. Starting November 1, 2016, you, the donor, need to complete the grant recommendation process for your donor advised fund just like any other time you recommend a grant.
    Please check with your relationship manager for a deadline before which your recommendation must be submitted. GiveMN suggests making your recommendation as soon as possible.
  5. Upon receiving and processing your grant recommendation using their normal process, your relationship manager will then complete a special form on GiveMN.org to record your grant recommendation as part of Give to the Max Day.
    Professionals advisors must record all donor advised fund recommendations no later than 5:00 p.m. CT on November 17, 2016 to count as part of Give to the Max Day 2016.

To Record a Gift of Appreciated Assets

  1. When you, a donor, wish to make a gift from your appreciated asset portfolio, you need to contact the broker or advisor at the financial institution that manages your portfolio.
  2. Tell your broker or advisor about Give to the Max Day's new option to record gifts of appreciated assets and point them to givemn.org/professionaladvisors to register with GiveMN as your broker or advisor.
  3. Brokers and advisors may complete the registration form below. They'll receive detailed instructions from GiveMN for recording your gift of appreciated assets.
  4. Starting November 1, 2016, you, the donor, need to complete the asset transfer process for your portfolio just like any other time you make a gift.
    Please check with your broker or advisor for a deadline before which your gift must be initiated. GiveMN suggests initiating your gift as soon as possible.
  5. Upon receiving and processing your request using their normal process, your broker or advisor will then complete a special form on GiveMN.org to record your intended gift as part of Give to the Max Day.
    Professionals advisors must record all gifts of appreciated assets no later than 5:00 p.m. CT on November 17, 2016 to count as part of Give to the Max Day 2016.

Professional Advisor Registration

© 2016 GiveMN | A registered 501(c)(3) nonprofit organization.