Philanthropic advisory

Extend your team to serve your clients as they craft their philanthropic story.

As a PCA, you can support your clients who are looking for structured guidance as they design their philanthropic plan by requesting to partner with Charityvest certified philanthropic advisors.

What is philanthropic advisory?

Philanthropic advisory helps clients maximize their charitable impact through expert guidance on strategic giving, such as identifying preferred causes, evaluating nonprofits, and planning donations. It ensures your client's grantmaking aligns with their values, resulting in more meaningful contributions to society that help your client maintain the motivation for giving over time.

Client benefits

If your team chooses to partner with a philanthropic advisor, it will unlock several benefits for your clients:

• Philanthropic expertise & research. Each of the Charityvest vetted philanthropic advisory partners has years of experience and access to research tools that inform their work, which can help accelerate your client's philanthropic education and inspire them to action.

• Charitable giving strategy: Any of the Charityvest vetted philanthropic advisory teams can offer your client guidance on how to shape their giving strategy, from setting a mission statement, to selecting values-aligned causes, to deploying charitable capital.

• Greater impact: Any of our vetted philanthropic advisory teams can help your client evaluate the social impact of their giving over time.

Giving accounts make it easy to partner with philanthropic advisors

Your client's donor-advised fund makes it easy to work with a philanthropic advisor. Your clients can use their giving account to:

1. Cover any philanthropic advisory fees via their account balance.

2. Implement their giving strategy with legacy planning and collaborative giving tools.

3. Make grants to recommended charities with grant scheduling and tracking tools.

Who is philanthropic advisory for?

Philanthropic advisory is generally a good fit for clients that plan to give a minimum of $10,000 per year. Each of our vetted philanthropic advisory partners has a distinct client focus:

Partner firm	Advisory perspective	Giving range
Calvin Edwards & Company	Faith-based (Christian)	~$150k-$5M per year
GiveTeam	General	~$10k-$1M per year
Raise for Good	For purpose-driven leaders and organizations across sectors	Project-based scopes to 6-12-month partnerships
Simple Charity	Faith-based (Christian)	~$10k-$1M per year

Does your client already have a philanthropic advisor?

Your client's giving account makes it easy to work with any philanthropic advisor. Contact us at [email protected] for more information.

Request philanthropic advisory services on behalf of a client

If you are interested in partnering with a philanthropic advisory team to serve your client:

• Log in to your PCA admin account Dashboard.

• Select the Philanthropic Services tab on the left-hand menu bar.

• Select the I’m interested button under the Philanthropic advisory section.

• Complete the form details to initiate an introduction to an aligned philanthropic advisory team. You will need to select your client from the dropdown list and answer the following questions:

  • How much has your client given over the last year?

  • How much is your client planning to give over the next year?

  • What are your client's goals in working with a philanthropic advisor? (select all that apply)

    • Develop a vision and strategy for their giving.

    • Find high impact organizations that align with their goals.

    • Receive guidance on where to give after a liquidation event.

    • Other - please describe below.

  • Do you have a preference of who your client would prefer to work with?

    • GiveTeam

    • Calvin Edward & Company

    • Simple Charity

    • Raise for Good

    • Not sure yet

    • Other - please describe below.

  • Additional information or questions.

• Click Message us to submit. You and your client will receive a summary of responses for reference.

• Charityvest will follow up directly to help you get started.

If preferred, clients can independently request to partner with Charityvest for Advisors certified philanthropic advisors.

Curious to learn more about the Foundation Source DAF program? Contact [email protected] for any program or product-related matters.