Financial Advisors:

BUILD VALUE AND LASTING RELATIONSHIPS WITH YOUR CLIENTS 

drops-of-water-578897_1920.jpg
 

When you partner with advisors from Collective Capital Philanthropy, you give your clients the ability to move their money effectively—making positive change to the causes they care about, and leaving a legacy for their family to come.

We provide you and your clients the highest quality of service and resources, and an integrated approach to their philanthropy that reflects their values, lived experience, time horizon, risk tolerance, and personal passions.


We offer you and your clients, in person or virtually:

Highly customized, content-rich events, hosted and branded by your firm:

With our deep and direct knowledge of the philanthropic space and expertise in philanthropic investment strategy, we tailor on-site or webinar presentations for your clients and colleagues. Sample presentations include: bringing the family together through shared values; how to prepare for the generational wealth transfer; understanding power and privilege; women and giving; international giving; and high-impact giving with scalable outcomes.

Financial Advisor trainings and tools: How to talk with your clients about philanthropy

We offer custom trainings and toolkits that will boost your ability to talk with your clients about philanthropy, and help you cultivate long-term relationships with them. For example, Getting Started: A Philanthropy Toolkit for Wealth Advisors, includes: 

  • The five most important intake questions you can ask clients

  • A step-by-step system for clients to develop and activate their values-based point of view to guide their giving

  • Best ways to deploy capital and give your clients early wins

Personalized philanthropic portfolio design

Partnering with you, we can work directly with your clients to design a giving portfolio that meets their goals—and brings meaningful results.

We are skilled in philanthropic investment strategy, site visits, grantee engagement, and the long game of change, and have experience working with clients of all personalities and asset sizes. We are your trusted partners in meeting your clients’ philanthropic needs, and maintain absolute confidentiality, discretion, and trust in working with them.