Financial Advisors

GiveTeam supports financial advisors who want to offer philanthropic guidance to their clients who give ~$10K–1M 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 GiveTeam—there are no minimums or retainers; it’s a pay-as-you-go model. We offer the option to “white label” the deliverables to incorporate your firm’s branding.

The Full Client Experience

Reflection Session

75-minute Zoom with GiveTeam to discuss donor’s 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 clients’ charitable priorities? GiveTeam can also prepare a deck of 9–12 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.

Ideal Clients

$2M AUM

They are interested in local/ U.S.-based giving

Current giving is in ~$10K–1M/year range

They are high-priority clients

They recently had (or will have) a major tax event

They are 72+ years old and taking RMDs from their IRA

Resources

Financial Advisor Feedback

“[GiveTeam provides]…an awesome opportunity…to collaborate across the firm internally and externally to retain and win ultra-high net wealth clients, particularly those who have a philanthropic orientation.”

“I thought your two-step process led to a great outcome, and it was nice to see [clients] very much at ease with you and open to the introspective process. I know they took a lot away from it, and I think several of our families would benefit from a similar engagement.”

"We were surprised and excited to find that the clients we thought were less charitably engaged were actually the ones who are most often responding affirmatively–wanting to engage in your process. It turns out they are giving but it just wasn't on our radar."

"Really great work with [client]. The best part was the way you tied the organizations back to his daughter - that blew him away."

Contact us for more information, to request a presentation for your firm, to see sample client deliverables, or to sign up.