Services for Certified Public Accountants
Maximize Impact & Align Values
Once you have their tax structures in place, I work with your clients to figure out their philanthropic vision. Together, we find causes that genuinely resonate with their values and connect them with vetted, high-impact charities. This ensures their giving truly reflects their passions and makes a real difference.
Clients want their wealth to reflect their values, and that includes supporting causes they care about. They expect their donations to make a real difference, but without sound advice, their efforts can fall short and leave them feeling deflated.
As a dedicated philanthropic advisor, I team up with CPAs to give their clients the specialized help they need.
Here are three key ways I provide assistance:
Craft a Personalized Giving Roadmap
It's not just about a single donation. I guide your clients in building a clear, long-term plan for their giving journey. We explore different options and develop strategies for ongoing engagement to help them create a lasting legacy.
Simplify Administration
I handle the often-tricky administrative side of charitable giving, from vetting charities to managing communications between your client and the non-profit. This lets your clients focus on their passions knowing that their philanthropy is managed smoothly and effectively, without feeling pressured into making additional gifts.