In our eyes, the more professional advisors of all stripes know about philanthropy, the more likely they are to ask the open questions that will prompt their clients to consider giving or impact investing. So we´re happy to be a resource to you as well to join you in working one on one with your clients. Among the services we offer are:
- Lunch (or breakfast!) and Learn workshops on philanthropy (from the basics, to latest trends or topics such as involving the next generation) for your staff and/or your clients. [No charge]
- Initial conversations with professional advisors and/or clients for advise on particular situations [No charge]
- Education sessions tailored to individual families.
- Custom designed joint giving opportunities, similar to Giving Circles for your clients or a group of clients.
Let us know how we can help you.