As a connecting point between donors, advisors, and nonprofits, we are refining our contact list of service providers. The Service Providers we list within our database will not be made public until we have conducted our own due diligence after solid referrals from experienced and leading donors. The referrals will include estate planning attorneys, financial advisors, insurance professionals, wealth managers, philanthropic advisors, and coaches in philanthropy, et al. We are amidst due diligence on the members of the list including feedback and contributions from key philanthropic leaders and donor groups throughout the country. Everyone on this referral list completes a brief profile indicating their specialties and ideal clients.
Core criteria we use in listing service providers include:
Please contact us for referrals to our network of service providers. Also, if you are interested in being listed, please contact us for more information about our process.