Philanthropic advisory
Extend your team to serve your clients as they craft their philanthropic story.
As an advisor, you can support your clients who are looking for structured guidance as they design their philanthropic plan by requesting to partner with Charityvest for Advisors certified philanthropic advisors.
What is philanthropic advisory?
Philanthropic advisory helps clients maximize their charitable impact through expert guidance on strategic giving, such as identifying preferred causes, evaluating nonprofits, and planning donations. It ensures your client's grantmaking aligns with their values, resulting in more meaningful contributions to society that help your client maintain the motivation for giving over time.
Philanthropic advisors are not involved in financial planning, nor can they offer investment advice. They serve as a complementary offering to your firm's expertise. In collaboration with a philanthropic advisor, you can offer end-to-end service for your clients as they work to achieve their philanthropic mission.
Client benefits
If your team chooses to partner with a philanthropic advisor, it will unlock several benefits for your clients:
Philanthropic expertise & research. Each of our vetted philanthropic advisory partners has years of experience and access to research tools that inform their work, which can help accelerate your client's philanthropic education and inspire them to action.
Charitable giving strategy: Any of our vetted philanthropic advisory teams can offer your client guidance on how to shape their giving strategy, from setting a mission statement, to selecting values-aligned causes, to deploying charitable capital.
Greater impact: Any of our vetted philanthropic advisory teams can help your client evaluate the social impact of their giving over time.
Giving accounts make it easy to partner with philanthropic advisors
Your client's donor-advised fund makes it easy to work with a philanthropic advisor. Your clients can use their giving account to:
Cover any philanthropic advisory fees via their account balance.
Implement their giving strategy with legacy planning and collaborative giving tools.
Make grants to recommended charities with grant scheduling and tracking tools.
Who is philanthropic advisory for?
Philanthropic advisory is generally a good fit for clients that plan to give a minimum of $10,000 per year. Each of our vetted philanthropic advisory partners has a distinct client focus:
| Partner firm | Advisory perspective | Giving range |
|---|---|---|
Faith-based (Christian) | ~$150k-$5M per year | |
General | ~$10k-$1M per year | |
Faith-based (Christian) | ~$10k-$1M per year |
Does your client already have a philanthropic advisor?
Your client's giving account makes it easy to work with any philanthropic advisor. Contact us at support@charityvest.org for more information.
Request philanthropic advisory services on behalf of a client
If you are interested in partnering with a philanthropic advisory team to serve your client:
Log in to your advisor account Dashboard.
Select the Philanthropic Services tab on the left-hand menu bar.
Select the I’m interested button under the Philanthropic advisory section.
Complete the form details to initiate an introduction to an aligned philanthropic advisory team. You will need to select your client from the dropdown list and answer the following questions:
How much has your client given over the last year?
How much is your client planning to give over the next year?
What are your client's goals in working with a philanthropic advisor? (select all that apply)
Develop a vision and strategy for their giving.
Find high impact organizations that align with their goals.
Receive guidance on where to give after a liquidation event.
Other - please describe below.
Do you have a preference of who your client would prefer to work with?
GiveTeam
Calvin Edward & Company
Simple Charity
Not sure yet
Other - please describe below.
Additional information or questions.
Click Message us to submit. You and your client will receive a summary of responses for reference.
The Charityvest team will follow up directly to help you get started.
If preferred, clients can independently request to partner with Charityvest for Advisors certified philanthropic advisors.
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest (support@charityvest.org) for platform-related matters.
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