Strategic Support for Intentional Giving

GiveTeam offers personalized philanthropic advising and charitable planning services to help donors clarify their values, define their charitable goals, and give with greater impact. Whether you’re just starting out or refining an existing strategy, we tailor our support and recommendations to meet your unique needs and priorities.

GiveTeam Services

Full GiveTeam Engagement

  1. Brief introduction call (Optional)

  2. 75-Minute Reflection Session

  3. 60-Minute Delivery Meeting

  4. Follow-up communications and charitable support

With the Full Engagement, a Donor Receives:

  • A Charitable Mission Statement

  • A custom report with ~ 9-12 U.S.-based hand-selected nonprofit recommendations and complete profiles

Check out our How It Works pages for Donors, Financial Advisors, and Attorneys & Accountants to learn more about the Full GiveTeam Engagement process.

Additional Services

  • Donor Reports are ideal for donors who have well-defined charitable strategies, preferences, giving budgets, and established vehicles. These donors have a grantmaking process in place but need help sourcing qualified charities aligned with their priorities to consider funding.

    1. The donor or their advisor fills out a Donor Intake Form about charitable priorities.

    2. Via email, a donor or their advisor receives a custom report with ~ 9-12 US-based hand-selected nonprofit recommendations and complete profiles.

  • 60-Min Review Meeting: Review charitable mission statement and strategy, receive an Activity Report about the nonprofits funded the prior year, ask questions, set annual charitable goals

  • Some donors need more support around strategy and sourcing possible grantees. These may be lean-or-no-staffed private foundations that need many more nonprofit recommendations. This is common with larger estate planning scenarios where the giving level will suddenly increase significantly with a donor passing away and the stewards of the trust or foundation need to make more or larger donations to more organizations.

Custom Engagements

Need to assess current grantees against your new strategy?

Need help finding board or volunteer opportunities?

Need help engaging your young adult children in your family’s charitable giving?

Need more nonprofit options to consider?

Let’s get started!

Contact us to learn more about which engagement is right for you or your clients.