Build value and lasting relationships with your clients
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 work alongside you as trusted advisors and colleagues to engage your clients in clarifying their charitable goals, their philanthropic capacity, giving vehicle, and timeline. We provide guidance to identified needs and offer solutions to enhance their overall experience.
You know your clients well, and understand their greatest concerns, hopes and dreams as they plan for their future. We are here to support you as you guide them in achieving their goals.
Working With Us, You Will
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Add Value to Your Client Relationship
You have built a trusted, long term relationship with your client providing guidance in their financial planning goals.
By inviting us into the conversation as experts in charitable giving goals and challenges, you enhance their overall experience and allows you to stay focused on what you do well.
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Offer Curated Philanthropy Content to Clients
With our deep and direct knowledge of the philanthropic space and expertise in philanthropic investment strategy, we tailor highly customized, content-rich events, hosted on-site or webinar presentations for your clients and colleagues. Sample presentations may include: bringing the family together through shared values; preparing for the generational wealth transfer through lens of philanthropy, understanding power and privilege; women and giving; international giving; and high-impact giving with scalable outcomes.
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Offer Customized Solutions For Clients
Charitable giving can bring families closer together, and it can also be source of stress for families who have great capacity to give. Family dynamics, decision-making frameworks and processes all require attention to detail to maximize shared goals.
We offer:
- A guided process to deepen their understanding and clarify their philanthropic purpose, and can facilitate any foundation board or family meetings needed to anchor giving & decisions in the most meaningful way.
- Personalized Philanthropic Portfolio Design which includes rigorous research, analysis and identifying effective organizations to support.
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Build Skills and Stay Informed
We offer custom trainings and tools specifically designed for you and your firm, that will boost your ability to speak confidently with your clients about philanthropy and address your clients immediate questions and needs. We provide you material with the most relevant topics and tools to keep you updated on the most important and critical discussions in the sector.
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Connect Your Client to Transformative Experiences
By connecting your client to Collective Capital Philanthropy, you offer your client the opportunity to engage in transformative experiences.
We offer:
- 1-1 customized client engagement to support individualized needs.
- Peer-based experiences for learning, networking and skill-building.
- Highly curated & customized personal family meetings and retreats to enhance unity and cohesion in families through their philanthropic purpose.
- Connect Your Client to an Enriching Experience
Want to learn more about how you can work with us?