With an array of results-driven services, Detroit Philanthropy is uniquely poised to help Wealth Advisors & Estate Planners. We set you apart from your competitors and afford you a unique value proposition for new and existing clients.
- With nearly 20 years of experience in philanthropy, we bring expertise and enhanced credibility to your discussions with clients regarding their charitable giving and impact on the community.
- By creating a Corporate Social Responsibility program for your firm, we can create strategic nonprofit partnerships, provide networking opportunities with high-net-worth individuals and intentionally position your executives to grow your client base and visibility within the community.
- We provide tailored educational programs for advisors and clients to increase knowledge of philanthropy, share best practices, and learn more about causes affecting our community.
How We Help Your Clients
You maintain the primary relationship with your clients. Our goal is to help you enhance that relationship by providing third-party expertise and assessments to help you learn about the causes your clients want to support, what impact they want to generate, and the legacy they want to leave.
- Our assessment tools allow us to develop a personal, philanthropic intent statement to drive thoughtful engagement in causes or organizations your clients care about and helps them incorporate philanthropic giving as part of their overall financial and estate plans.
- We can provide an opportunity for your clients to engage more directly with the charities of their choice by arranging nonprofit site visits and meetings with the leadership team.
- In recognizing the importance of multi-generational giving, we can create strategies to engage the client’s children/grandchildren in their philanthropic endeavors.
- We help your clients reduce risk and increase the impact of their giving by providing expert analysis of charities to ensure that the charity is financially healthy, well managed, adheres to industry standards, and generates measurable impact.
- If applicable, we can coordinate publicity events or media announcing the client’s gift(s).
Contact us today to learn more about how we can assist your clients and your firm!