Philanthropic advisory

Craft your philanthropic story with help from our vetted philanthropic advisor partners.

If you are looking for structured guidance as you design your philanthropic plan, you can request to partner with Charityvest certified philanthropic advisors.

What is philanthropic advisory?

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

Benefits of philanthropic advisory

If you choose to partner with a philanthropic advisor, it will unlock several benefits:

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

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

• Impact evaluation: Any of our vetted philanthropic advisory teams can help you measure the impact of your giving over time.

Giving accounts make it easy to work with philanthropic advisors

Your donor-advised fund makes it easy to work with a philanthropic advisor. You can use your giving account to:

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

2. Implement your 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	General	~$1M-$10M per year
Simple Charity	Faith-based (Christian)	~$10k-$1M per year

Do you already have a philanthropic advisor?

Your giving account makes it easy to work with any philanthropic advisor. Contact us at [e-mail] for more information.

Request philanthropic advisory services

If you are interested in partnering with a philanthropic advisor:

• Log in to your 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 answer the following questions:

  • How much have you given over the last year?

  • How much are you planning to give over the next year?

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

    • Develop a vision and strategy for your giving.

    • Find high impact organizations that align with your goals.

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

    • Other - please describe below.

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

    • GiveTeam

    • Raise for Good

    • Calvin Edward & Company

    • Simple Charity

    • Not sure yet

    • Other - please describe below.

  • Additional information or questions.

• Click Message us to submit. We will share a summary of responses for your reference.

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

Still have questions about this process? Contact us via Intercom chat or email at [e-mail].