Philanthropy Solutions for Advisors
Wealth advisors and donor-advised funds can add personalized philanthropy advising to your toolkit of services.
Challenges to Giving
Now more than ever, wealthy clients expect high-quality financial advising to include specific recommendations for their philanthropy. Beyond setting financial goals and understanding philanthropic vehicles, clients want help in choosing worthy causes to support and identifying organizations that will create the most impact with their contribution. Donors that go it alone are faced with a bewildering sea of choices, with over 1.5M nonprofits in the US alone.
90% of high-net-worth households give to charity, yet only half have a giving strategy.
Partnering with Goodnation
Custom partnership and services
Enhance and grow your practice and your client's charitable giving through a free, tailored philanthropic advising partnership with Goodnation. Your clients enjoy:
Custom, co-branded intake process.
Personalized conversations with a Goodnation Philanthropy Advisor.
Personalized giving recommendations and the option to make one-time gifts or create a long-term giving plan.
Access to Goodnation’s philanthropy portal.
Updates on their impact and engagement opportunities.
Help establishing shared values and goals across generations.
The Responder Network
Support your clients’ philanthropic efforts in moments of crisis.
The Responder Network is a unique solution for wealth advisors and your clients to respond quickly and effectively to a crisis through Goodnation’s strategic Smartfunds. Photo: IsraAID
More than 3/4 of advisors saw a positive impact to their bottom line after speaking with their clients about philanthropy.
Our partners include:
Clara Lionel
Horizons for Homeless Children
International Fund for Animal Welfare
Global Glimpse