Bob Cohen

Bob Cohen

  • Phone: 612.922.3113
  • Fax: 612.922.3372

Bob’s focus is in the charitable planning, life, long term care, disability insurance and annuity arena only, choosing to collaborate, rather than compete with, advisors in the legal, tax, and wealth management disciplines.

With a non-profit/gift planning background beginning in 1989, Bob is a co-founder of Tamar Fink Charitable Advisors, which has exceeded $1 billion in completed charitable gifts.

“It is very rewarding to help donors align their charitable plans with their charitable goals and funding non-profits to carry out their critically important missions.”

Bob also specializes in the evaluation of mispriced/underperforming life insurance policies, and remedies years of policy neglect and mismanagement. Bob “rescues” lapsing policies, often through acquisition of new, more favorably priced policies, including for individuals with “pre-existing conditions.”

“I am deeply concerned for insureds who, too often, lose their policy benefits due to poor policy design, poor policy funding, excessive policy loans and/or neglect. My objective is to restore anticipated death benefits to beneficiaries.”

Bob is an established speaker and writer on the topic of charitable planning and effective life, long term care and/or insurance policy evaluation/maintenance. Bob has presented and/or authored for:

  • Minnesota Planned Giving Council
  • Minnesota Bar Association – Probate and Trust Law Section
  • Minnesota Bar Association – Continuing Legal Education Faculty
  • Minnesota Society of CPA’s – Estate and Personal Financial Planning Conference
  • Eide Bailly Non-Profit Resourcefullness Award Judge
  • Bank Holding Company Association
  • National Association of Insurance Women
  • West Legal Education / Thomson Reuters


Volunteer/Board Service
Pinky Swear Foundation – Board Member
Starkey Hearing Foundation – Board Member
Wings for Widows – Board Member, Development Chair
Legacy Advisors – Children’s MN
Cornerstone Advisory Council – Saint Paul & Minnesota Foundation

Activities/Interests
Road/mountain biking, skiing, reading, board service, birding, and photography

Bob lives in Minnetonka, MN with wife Sarah, 3 children and 2 dogs

“Tamar Fink is changing the face of philanthropy.” -Don Shelby, Washburn Center for Children’s $25 million Capital Campaign Chair & former WCCO TV Anchor

“I’ve been working in philanthropy for nearly 30 years. I know my business. I have never seen this type of creativity.” -Michael Geis, Fundraising Executive at Eddie Thompson & Associates

“Tamar Fink truly understands philanthropy and how to complete, not just propose, gifts.” - Joel Mandel, Executive Director – Sholom Foundation

“I am acutely aware that it was the creativity and experience of your team that brought this incredibly generous gift to light and to a successful conclusion.” - Mort Naiman, Minneapolis Jewish Federation

“When you drive past a construction site where a new wing is being built, it most likely has been funded through a gift created and completed by Tamar Fink.” -Scott Nelson, Estate Planning Attorney at Hellmuth & Johnson PLLC

“Tamar Fink’s “gift multiplier” concepts have great appeal to our donors who are seeking to make the maximum impact on our college, on our faculty and on our students. Thank you, Tamar Fink!” -Paul Pribbenow, Augsburg College President

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  • CALL 612-922-3113