Grow and deepen client relationships
Integrate your clients’ charitable goals into their overall wealth management plan
Here are a few scenarios where we can help you proactively support your clients.
Upcoming wealth event
Client needs to consider different giving vehicles and articulate a giving plan tied to a liquidity event, inheritance, or business sale.
Well-funded DAF account
Client has a donor-advised fund and has expressed a desire to get more active and intentional with their charitable giving.
Impact investments
Client has requested impact investments and wants to align their portfolio with their values to make a meaningful difference.
Charitable strategy with QCDs
Client is 72+ and wants to reduce the tax burden, develop a charitable strategy using Qualified Charitable Distributions from their IRAs.
How can annotate partner with you?
An extension of your team
- We serve as your “on demand” team member to support your clients’ charitable giving asks — curate a list of grantees that meet their giving goals and priorities, research a topic, develop a giving plan, etc.
- We offer the option to incorporate your firm’s branding on the deliverables
- A pay-as-you-go model; no minimums or retainers
Part of your referral network
- We serve as a philanthropic advisor in your network, similar to estate/trust lawyers and tax accountants
- Risk free: We offer the first consultation at no charge so the client can assess if we are a good match for them
- Clients can pay us directly or in some cases pay through their DAF
Avi has served as a donor advisor and as a grantee during her 15+ years in the nonprofit sector. Most recently, at The Bridgespan Group, she helped donors mobilize $100M+ to US-based nonprofits.
In her prior roles, she led grantmaking and developed an impact framework for a private foundation, and managed agency-wide data systems and analysis at a NYC child welfare agency under Mayor Bloomberg.
She combines her experience as an advisor and as a practitioner in the nonprofit sector to develop a pragmatic approach to giving.
Ready to learn more?
We invite you to schedule an initial conversation to learn more about us and explore if we are a good match to work together.