We serve as your firm's dedicated philanthropic resource throughout the year. Quarterly strategy calls keep us aligned on upcoming client situations, emerging opportunities, and how to weave charitable giving into client reviews.
We deliver client-facing education through workshops and webinars covering DAF optimization, nonprofit evaluation, legacy planning, and tax-smart giving strategies. When complex situations arise - major gifts, foundation formation, legacy planning - we work alongside you to build recommendations and implementation plans. We also develop co-branded educational materials for your clients, and you have priority phone and email access year-round when philanthropic questions come up.
Pricing: Customized based on practice size and number of clients served.Timeline12-month partnership.
Best For: Advisors who want to systematically integrate philanthropic services into their practice and need a reliable partner supporting multiple clients.
We serve as your firm's dedicated philanthropic resource throughout the year. Quarterly strategy calls keep us aligned on upcoming client situations, emerging opportunities, and how to weave charitable giving into client reviews.
We deliver client-facing education through workshops and webinars covering DAF optimization, nonprofit evaluation, legacy planning, and tax-smart giving strategies. When complex situations arise - major gifts, foundation formation, legacy planning - we work alongside you to build recommendations and implementation plans. We also develop co-branded educational materials for your clients, and you have priority phone and email access year-round when philanthropic questions come up.
Pricing: Customized based on practice size and number of clients served.Timeline12-month partnership.
Best For: Advisors who want to systematically integrate philanthropic services into their practice and need a reliable partner supporting multiple clients.
