Deepen your client relationships

Help your clients with charitable giving

Most households want the help of their financial advisors and accountants when considering charitable giving, but a very small minority of advisors have the tools necessary to facilitate these conversations. Let us help you.

The numbers don't lie

There's a disconnect between advisors and clients on charitable giving.

90% of clients want to plan their charitable giving activities with their financial advisor.

- THE U.S. TRUST® STUDY OF THE PHILANTHROPIC CONVERSATION

Only 33% of advisors initiate the charitable giving conversation with clients.

- THE U.S. TRUST® STUDY OF THE PHILANTHROPIC CONVERSATION
Win new business

Charitable Giving Proposals

Charitable giving is often a family activity. We'll help you compose a charitable giving proposal that optimizes a household's charitable giving strategy.

Sample nonprofit research report
Stay on top of things

Client Analytics Dashboard

Don't be surprised by your clients charitable giving activities. Stay in the loop with our advisor analytics dashboard. See activity across your client base, and drill down into individual households. Our tools will help you find opportunities to advise your clients on their activities from tax optimization to nonprofit discovery.

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