GiveTeam is a unique philanthropic planning company that specializes in supporting donors who give ~$10K–500K 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 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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