Financial Advisors
GiveTeam supports financial advisors who want to offer philanthropic guidance to their clients who give ~$10Kâ1M per year. Many firms have in-house staff to support donors above those levels.
GiveTeam allows your firm to expand your philanthropic offering to more clients, further strengthening your relationship with those individuals and their families.
Studies have shown that discussing philanthropy with clients is good for business and helps with client retention.
How It Works
Financial firms hire GiveTeam to offer this service to their clients (clients may also pay directly or in some cases, may pay from their DAF).
Financial firms sign a simple contract with GiveTeamâthere are no minimums or retainers; itâs a pay-as-you-go model. We offer the option to âwhite labelâ the deliverables to incorporate your firmâs branding.
The Full Client Experience
Reflection Session
60-minute Zoom with GiveTeam to discuss donorâs past giving and develop a charitable mission statement.
Giving Budget & Vehicle
Donor meets with you to discuss their giving budget and vehicle.
Delivery Meeting
45-minute Zoom with GiveTeam for donor to receive Customized Giving Opportunities: information about U.S.-based 9-12 nonprofits aligned with their charitable priorities.
Donor Report Only
Already know your clientsâ charitable priorities? GiveTeam can also prepare a deck of 9â12 Customized Giving Opportunities based on those goals.
Annual Reviews
GiveTeam offers 60-minute Annual Reviews to share the impact of donations, reflect on learnings, discuss strategy changes, set goals, and more.
Nonprofit Database
Curious about how we come up with the giving opportunities? Learn more about our Custom Nonprofit Databases here.
