Client philanthropic services
Resources to share with your clients about philanthropic services available through your giving program.
We have partnered with best-in-class philanthropic service providers to enhance the capabilities of your client's donor-advised fund to support their giving at every stage of their philanthropic journey.
Once your client has accepted their invitation to your firm's DAF program, they are free to request philanthropic services directly.
As an advisor, you can leverage our partner relationships with the following philanthropic service providers:
Clients can also express interest in philanthropic service partners independently:
Complex asset donations: Charitable Solutions can help your clients maximize their charitable tax benefits and navigate the illiquid asset contribution process, which includes donations of real estate, business interests, restricted or privately-held stock, and other assets.
Philanthropic advisory: Calvin Edwards & Company, GiveTeam, or SimpleCharity can serve alongside your team to help your clients craft a vision for their generosity and identify impactful opportunities that align with their giving goals.
International grantmaking: TrustBridge Global can support your clients as they use their DAF to support organizations around the world with tax-deductible international grantmaking.
Impact investing: Impact Foundation can enable your clients to use their DAF balance to make investments in loans to for-profit ventures for social good, or to make recoverable grants and loans to charities.
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.
Last updated
