Services for Wealth Managers
According to a 2023 Fidelity Charitable study, 61% of advisors say their clients now expect guidance on charitable giving as part of holistic financial planning.
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 unsatisfied.
As a dedicated philanthropic advisor, I team up with Wealth Managers to provide their clients with the specialized help they need.
Here are three key ways I provide assistance:
Maximize Impact & Align Values
Once you have their financial 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.
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.