Guidance for Professional Advisors

 

HOW CAN WE HELP?

Help your clients achieve smarter philanthropy

We work in partnership with you, either in the background, supporting you to have the conversation with your clients about developing a philanthropic plan; or we can offer advice directly. However you prefer, we will always respect and work within the relationships you have established. Your role will be to provide counsel on legacy giving and maintaining the overall wealth planning relationship.

As your philanthropy services partner we can: 

  • Tailor a giving plan
  • Provide information on giving strategies
  • Take care of the administration
  • Connect your clients with local causes, programmes or charities
  • Accommodate gifts such as real estate, life insurance policies or shares, which are not easily transferable to other charitable entities
  • Manage investments and distribute income
  • Help you work through possible granting processes
  • Help you deal with complex philanthropic objectives
  • Offer guidance on including philanthropy in wealth planning conversations
  • Offer inside local knowledge on organisations doing impactful work in the community