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As either an investment or legal advisor, your clients depend on you for consistent, professional advice. As an independent giving advisor, our objective is to help you add more value by adding a giving dimension to financial or legal plans that you have already established for them.
In our experience, 'Make a Difference Givers' expect the same thoughtful and professional guidance when maximizing their giving investments as they do with their personal investments. They recognize that in order to effectively invest their resources in charitable causes, they a need a giving expert who can work in concert with their current advisors. The result is a collaborative effort that ensures their own values and goals are reflected in all aspects or their life planning.
Giving Partners has created a Giving Advisor Network with Giving Partner Advisors across the United States. If you'd like more information on these programs, please contact: wnorris@givingpartners.com
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