When you choose ImpactGiving Private Client Services, you'll be teamed with a Personal Advisor who will guide you, face-to-face, through the ImpactGiving process - and who will partner with you over the long-term to ensure your goals are met. You'll enjoy our highest level of ongoing advice and individualized support.
Our three step process - Development of a Personal Philanthropy Mission Statement, CharityMatch, and Planning & Impact Assessment - lead you towards more strategic giving. Philanthropy instead of Charity.
As an ImpactGiving Private Client you'll enjoy:
- Regular, one-on-one consultations with your Personal Advisor
- Guided journey to establish your Personal Philanthropy Mission Statement
- Access to Premium sector research
- Fee, rather than commission-based service
- Annual impact assessment
- Regular re-evaluation of your personalized giving plan
Determine if ImpactGiving Private Client Services are right for you:
