Working with Professional Advisors

Professional advisors are often the most capable to discuss planned giving.

They are well-trained, are required to continue in their education, and have strict guidelines placed on them through our national oversight organization, FINRA.  However, charities haven't know how to partner effectively with this community.

Philanthropy International searches for advisors throughout the country that are educated in the charitable market niche.  PI provides an opportunity for these advisors to partner with local charities to impact their community.

This advisor, once connected with a charity, provides the additional "staff" time and expertise needed to move into planned giving.

For the Advisor

Every advisor is confronted with the reality of needing more clients. With the economic conditions of our country, the reality is that there will be  less money to spend and less people with great wealth.

Philanthropy International can provide you with a unique opportunity to work with a local charity. Your role is to act on their behalf educating their donors about charitable strategies.

Philanthropy International’s offer to you is an invitation to participate in our Charity Cultivator program strategically providing a connection between you, the charity, and the charities donors/supporters. Philanthropy International will:

  • Approach a local charity on your behalf
  • Position you as the expert
  • Work in a triangle relationship with Advisor and charity
  • Manage the workload and expectation the charity will have for the advisor
  • Create the marketing strategy and assist in implementation
  • Strategy to consist of getting you in front of 100 of the charity’s top donors and supporters in the first year

If you would like us to work on your behalf in this manner, please consider completing the form below:

(Please complete a separate form for each charity you are submitting.)

Charity Cultivator Form
Charity Contact First Name *
Charity Contact Last Name *
Charity Contact Email *
Charity Name *
Charity Address
Charity City
Charity State
Charity Zip
Charity Phone *
How Are You Connected with this Charity? *
Referring Advisor First Name *
Referring Advisor Last Name *

Learn How we Empower Individuals »

“The act of philanthropy is a spiritual act, an expression of caring for one's fellow human beings. It is a belief in the future and that the future can be good. It is investing in that future. It is helping to make the dream come true.”
—Arthur Frantzreb

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