Regardless of whether your expertise includes comprehensive financial planning, tax advice, the provision of personal life insurance, or estate planning, we can help you give your clients what they want…. professional philanthropic guidance.
You may find yourself in situations where as a result of your professional advice, your clients naturally want to discuss their charitable giving options and philanthropic strategies – but you may not be in a position to answer your clients’ questions. Which charity should they support? What does the community impact look like amongst charities? How long has a charity been in existence? What specific needs do they have?
PhilEx can take your clients through a simple and affordable process that not only gets to the heart of what is meaningful to them, but provides a mechanism to track the impact of their philanthropic investments so they feel empowered to do more.