GiveTeam is a unique philanthropic planning company that specializes in supporting donors who give ~$10K–1M per year and want to be more intentional in their giving.
Our 3-Step Process
GiveTeam works collaboratively with financial advisors to support their donor-clients by using a 3-step process that guides donors toward intentional giving, while meeting their charitable and financial goals.
In partnership with financial advisors, GiveTeam helps donors:
1. Articulate their charitable focus (GiveTeam’s expertise)
2. Determine the appropriate giving budget and vehicle (Financial Advisors’ expertise)
3. Find trusted U.S.-based organizations to fund aligned with their priorities, values, and goals (GiveTeam’s expertise)
Donors
You donate at meaningful levels but may not have access to philanthropic advice. You wish to be more intentional but don’t have much time.
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Financial Advisors
You understand the value of philanthropic planning but may not have the full expertise. You’re looking to differentiate your practice and strengthen client relationships.
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Attorneys & Accountants
Your expertise is around estate planning and tax considerations and would like a trusted referral to help your clients develop a charitable strategy and find specific nonprofits to fund.
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Developing a Strategy with GiveTeam
For donors and donor-advisors who wish to develop a charitable strategy and recommend grants to charities aligned with those goals, donors can recommend a grant from their Donor-Advised Fund, Private Foundation, or cash to GiveTeam’s Fiscal Sponsor, Realize Impact (EIN: 46-3594732). For the grant purpose, indicate “in support of GiveTeam.”
If making a donation from cash, please go to this Zeffy page.
Contact us at hello@thegiveteam.com to learn more.