We're Here to Help
A Trusted Resource for You and Your Clients
As a professional advisor, you help your clients plan wisely—for their families, businesses, and legacies. When charitable giving becomes part of the conversation, the St. Croix Valley Foundation is here to support you.
We work alongside attorneys, accountants, wealth managers, and financial planners to help clients give in tax-smart, values-aligned, and community-driven ways.
Whether your client wants to make a one-time gift or create a lasting legacy, we offer flexible giving options, personalized service, and expert support to help craft the right charitable solution.
Who We Are
The St. Croix Valley Foundation is a community foundation serving six counties that border the St. Croix River—Chisago and Washington in Minnesota, and Burnett, Pierce, Polk, and St. Croix in Wisconsin.
With both regional reach and deep local insight—through our network of local community affiliates—we offer trusted philanthropic expertise, long-term stewardship, and flexible giving tools to help turn your client’s vision into lasting impact.
We know this Valley. We live here, give here, and work alongside the nonprofits and civic groups your clients care about.
What We Offer Advisors and Their Clients
Expert Philanthropic Guidance
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Strategic charitable planning tailored to your client’s goals and timeline.
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Deep knowledge of local nonprofits and community priorities.
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A collaborative approach—you stay at the center of the client relationship.
Flexible Fund Options & Services
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Donor-advised funds, donor-designated funds, field-of-interest funds, scholarship funds.
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Private foundation alternatives or transitions.
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Support for complex or non-cash gifts (e.g., real estate, IRA distributions, stock).
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Personalized gift illustrations and custom fund agreements.
Efficient Administration & Stewardship
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Investment oversight with fiduciary care.
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Secure online access and transparent reporting.
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Ongoing stewardship to honor donor intent—in perpetuity.
Why Partner With the St. Croix Valley Foundation?
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30+ years of experience in charitable giving and community impact.
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More than $100 million in grants awarded since 1995.
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Trusted partner in estate and philanthropic planning.
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Responsive team. Local roots. No 800-numbers.
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Support at every stage—from concept to stewardship.
“Our goal is to make it easy for you to support your clients in achieving their charitable goals—while delivering the service and strategic insight they expect from you. Let's start a conversation.”
— Heather Logelin, President & CEO,
St. Croix Valley Foundation