Icon representing financial documents or bills with a dollar sign on top, inside a blue circle.

Attorneys & Accountants

GiveTeam specializes in supporting donors who fall in the top 2–10% of givers—those giving ~$10K–1M per year who want to be more intentional about their giving. These donors care about a variety of U.S.-based issues, causes, and communities but may not know where to begin.

A woman smiling and engaging in conversation with a man in a professional setting.

You work with clients to create meaningful and comprehensive wills and estate plans, or support them with critical tax planning services. Charitable giving is often part of this conversation, but doesn’t usually include conversations about charitable priorities or recommendations about specific nonprofits to fund.

By collaborating with GiveTeam through client referrals, we help clients determine their charitable goals and provide them with a unique list of U.S.-based nonprofits to consider funding, which you can then integrate into their estate and tax plan.

Outline of a balanced scale inside a circle, representing justice or law.

Client Scenarios for Attorneys

  • Your client has made charitable gifts during their lifetime, but most of their gifts lack a values-based strategy (typically “reactive” one-time gifts made to schools, community groups after attending an event, or a friend’s favorite nonprofit). These clients would like to leave a more meaningful charitable legacy in their community based on their own personal values, goals, and interests.

  • Your client has no heirs to inherit the assets in their estate. Making bequests to charities can prevent a significant portion of their estate from being taxed and given to the government, if that strategy aligns with your client’s preferences.

  • Your client wants to leave an inheritance to their children (or grandchildren) but also wants to support charitable causes they care about.

Icon of a dollar bill with a dollar sign in the center, inside a black circle with a cream border.

Client Scenarios for Accountants

  • Your client has made charitable gifts in the past, but most of their gifts lack a values-based strategy (typically “reactive” one-time gifts made to schools, community groups after attending an event, or a friend’s favorite nonprofit). These clients would like to have more impact with their giving based on their own personal values, goals, and interests.

  • Your client experienced a “taxable event” such as selling a business or an appreciated asset, and is hoping to avoid the tax consequences that come with those events.

  • Your client is 72 or older and is required to take (and pay taxes on!) distributions from an IRA or other retirement account.

Would you like more information, to request a presentation for your firm, to see sample client deliverables, or to refer clients our way.

Contact Us