For Trusted Wealth Advisors

What can do for Trusted Wealth Advisors?

  • Provide a value added service to your clients
  • Bring expertise in charitable giving to your discussions with your clients
  • Provide independent third party philanthropic services for your clients
  • Bring credibility to your philanthropic advice with over 25 years expertise in government working with charitable organizations and over 5 years working with donors, foundations and charities

How can help your clients?

  • Help clients plan and organize their philanthropic giving as part of their overall financial and wealth planning
  • Provide insight into charitable giving, community foundations, and donor advised funds or foundations based on the donors needs/goals
  • Provide an opportunity for your clients to engage more directly with the charities of their choice
  • Help your clients reduce risk and increase the impact of their philanthropic giving by:
    • Providing expert analysis of charities to ensure the right charity matches your client’s unique philanthropic goals
    • Provide accountability for the expenditure of your client’s gift to ensure the funds are spent as your client intended
    • Evaluate the impact of the client’s philanthropic giving annually
  • Help clients with administrative assistance associated with their charitable giving as required