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Financial Advisors

GiveTeam supports financial advisors who want to offer philanthropic guidance to their clients who give ~$10K–1M per year. Many firms have in-house staff to support donors above those levels.

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GiveTeam allows your firm to expand your philanthropic offering to more clients, further strengthening your relationship with those individuals and their families.

Studies have shown that discussing philanthropy with clients is good for business and helps with client retention.

How It Works

Financial firms hire GiveTeam to offer this service to their clients (clients may also pay directly or in some cases, may pay from their DAF). 

Financial firms sign a simple contract with GiveTeam—there are no minimums or retainers; it’s a pay-as-you-go model. We offer the option to “white label” the deliverables to incorporate your firm’s branding.

The Full Client Experience

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Reflection Session

75-minute Zoom with GiveTeam to discuss donor’s past giving and develop a charitable mission statement.

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Giving Budget & Vehicle

Donor meets with you to discuss their giving budget and vehicle.

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Delivery Meeting

60-minute Zoom with GiveTeam for donor to receive Customized Giving Opportunities: information about U.S.-based 9-12 nonprofits aligned with their charitable priorities.

Donor Report Only

Already know your clients’ charitable priorities? GiveTeam can also prepare a deck of 9–12 Customized Giving Opportunities based on those goals.

Annual Reviews

GiveTeam offers 60-minute Annual Reviews to share the impact of donations, reflect on learnings, discuss strategy changes, set goals, and more.

Nonprofit Database

Curious about how we come up with the giving opportunities? Learn more about our Custom Nonprofit Databases here.

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Ideal Clients

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$2M-50M++ AUM

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They are interested in local/ U.S.-based giving

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Current giving is in ~$10K–1M/year range

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They are high-priority clients

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May have recently had (or will have) a major tax event

Any adult ages

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Resources

Founder, Erinn Andrews, describes why she started GiveTeam and the role humans play in advising. 

A charitable giving budget--have you thought about it this way? 

Credit: Thank you for the video clips, MyFriendsInPhilanthropy.com!

What Donors and Advisors are Saying

  • “This was such a wonderful experience. We just moved to DC and I was looking for nonprofits to connect with. We don't have much free time, so having access to a resource like this was really incredible. The survey questions were helpful and Erinn did an excellent job listening to our interests and found a variety of nonprofits we're really excited to engage with. Would highly recommend - this makes the (sometimes) daunting process of finding nonprofits accessible, digestible, and fun! It's a great opportunity for individuals who are interested in philanthropy, but don't know where to start.”

    —Madeline Tomseth (Donor)

  • “Process greatly exceeded my high expectations. Erinn was knowledgeable, thoughtful, professional and extremely efficient. My clients were thrilled with the process and the results. The clients offered some complications as the stakeholders included a couple and an adult daughter, and they all had different goals. Erinn showed her experience by incorporating all of their goals into a mission statement and laid out targeted gift options that made each of the parties feel like they were represented in the process. I will certainly recommend this process to other clients.”

    —Chris Wheaton, Litman Gregory Asset Management, LLC (Advisor)

  • “Our GiveTeam experience was truly great. Our first meeting was all about GiveTeam learning about our interests and getting a feel for what charitable organizations we would like to support. Erinn then came up with 10 great matches and provided us with a powerpoint deck with lots of notes to review. We definitely found this process very valuable and we are excited to make charitable donations to quite possibly all of the non-profits chosen for us! We would definitely recommend working with GiveTeam.”

    —Donor

  • “It's clear Erinn and her team are well experienced in helping generous people align their values to their giving along with moving dollars in to action. I'm confident dollars will be moving from our clients DAF's into well researched and well aligned (to our client’s mission) charities. Erinn and GiveTeam are our new go-to wizards in philanthropy."

    –Andy Thrift (Advisor)

  • “I’ve been honored to work with Elena at GiveTeam. She’s amazing at her job! And whoever chose the 11 opportunities for me is also amazing. I’m interested to learn more about each one and look forward to creating a connection with each while supporting them financially.”

    –Sherri H. (Donor)

  • “My client was over the moon about this process. She found the exercise extremely impactful and she said it brough her so much joy. She's excited to start granting to these important causes and organizations.”

    –Advisor

  • “I found the meetings with GiveTeam helpful for me to figure out what is really important to me in making donations. I did not know about a number of the organizations that were chosen for me and I would be delighted to give to them. The organizations align with my goals, and my gifts are meaningful. One thing that I really loved was learning some of what Elena shared with me about the giving process. I will recommend this to a number of people I thought it was well worth while.”

    –Donor

  • “Erinn quickly and easily understood my clients objectives and prepared / presented information to her which align with her objectives. The work was outstanding and I highly recommend Erinn.”

    –Greg Fasig (Advisor)

  • “I've been a Fidelity client for over 40 years and as soon as they created Fidelity Charitable I've had a donor-advised fund there. I love that Fidelity Charitable offered the opportunity to have GiveTeam create a personalized plan for us - it adds a lot of value to their offering. As a result, we've discovered several charities aligned with our values and goals that we might not have otherwise supported.”

    –Donald Gallo (Donor)

  • “The Giving Opportunities identified by the GiveTeam were well-researched and in complete alignment with our clients' philanthropic goals.”

    –Jeremy Hutzel, Seven Springs Wealth Group (Advisor)

  • “Working with GiveTeam has not only helped engage and activate our giving, but has been a truly valuable experience in articulating our values and priorities as a family.”

    –Donor

  • “This comment, sent to us by [CLIENT] after our most recent meeting, says it all... ‘Thank you for recommending GiveTeam to help us decide on our charitable donations. We really enjoyed the process.’”

    –John Weeks (Advisor)

  • “Erinn and the entire GiveTeam experience was amazing!! Thank you for making the process so easy and guiding us along our "giving" journey! We would not have taken these steps, or even thought of a Family Mission Statement, without you, so much appreciated!! Thanks for helping to make this world a better place too!!”

    –Scott Cohen (Donor)

  • “Erinn and team were very thoughtful in the charities recommended and really listened to our client.”

    –Michael Allbee (Advisor)

  • “The entire process was really inspiring. I have expanded how I think about giving. In the past I was focused on large organizations, but now I have access to small organizations that will have meaningful impact to their missions and are aligned to my values.”

    –Heather Colella (Donor)

  • “GiveTeam revealed many giving opportunities I would never have known about. I especially appreciate all the background information provided for each organization and web links to additional information.”

    –Fred Pittroff (Donor)

  • “Elena was very helpful in helping us consolidate our giving strategy. We were impressed that the non-profit organizations she identified for us to support truly met our philanthropic vision.”

    –Kalyan Raman (Donor)

  • “We think this is an excellent way to educate donors about lesser known and funded charities that align with our personal giving interests.”

    –Donor

  • “Elena was lively and knowledgeable, and very patient with me while we pulled together a mission statement that I'm sure will be useful to me. Also think the summary materials were excellent.”

    –Donor

  • “I was unsure what to expect about the whole process, but my expectations were exceeded and I was happy that we went through with it. Thanks!”

    –Donor

  • “It was a very helpful process for sorting through where we want to donate.”

    –Joyce and Ross Kaferle (Donor)

  • “Elena helped me to clarify my donating wishes and she located several organizations that are very compatible with my intentions.”

    –Donor

  • “I very much appreciated the careful attention to the details of desired philanthropy. Erinn and team were able to summarize the type of recipients I am interested in, clarifying my interests much better than I did myself."

    –Donor

Would you like more information, to request a presentation for your firm, to see sample client deliverables, or to sign up?

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