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For Advisors
How we work with other trusted advisors
Working together with wealth advisors, family offices, and other trusted professionals, we help high-net-worth clients achieve more effective, impactful and rewarding philanthropy.
Having a comprehensive wealth management plan in place allows clients to confidently consider how they want to approach philanthropy. We can help design and implement an intentional philanthropy plan that aligns with clients' values and priorities, or help them address any immediate challenges they face.
We complement and enhance the services provided by trusted professional advisors, enabling clients to avoid disappointment and enjoy greater fulfillment.
Philanthropy and wealth management
A deliberate and purposeful approach to philanthropy can enrich a comprehensive, integrated wealth management plan for the benefit of clients.
INTEGRATED WEALTH MANAGEMENT
EFFECTIVE PHILANTHROPY
Effective, impactful, satisfying giving starts with one's values
followed by a purposeful and deliberate cycle of steps.
Working with advisors to improve clients'
philanthropic experiences
We can help clients become more effective and satisfied donors by working with them to:
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Clarify their philanthropic goals and develop a plan to achieve them.
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Develop giving criteria that align with their wealth plan and the issues they care most about.
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Find and evaluate philanthropic opportunities.
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Be realistic about what they should and can expect from organizations they support.
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Negotiate gift agreements that minimize the risk of disappointment.
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Track progress among projects and organizations they support.
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Modify their approach based on their experience.
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Gain confidence in the impact of their giving and derive greater satisfaction from the experience.
Let's talk about how to help your clients achieve their philanthropic goals.
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