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.

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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.

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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?

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

  • "Hello GiveTeam, I’m writing to share our sincere thanks to Elena Thandiwe Pullen-Venema. Through her referral, we connected with DONOR FAMILY, which led to a generous gift in December and the start of a promising relationship. Following our thank-you call, the DONORS expressed interest in building a lasting partnership. We recently welcomed them to our Clubhouse, where we shared our work, learned about their vision, and explored ways to further support youth across our region. It was an energizing visit, and we’re excited about the potential impact ahead. We’re deeply grateful for Elena’s connection and support. Our growing work with the DONOR FAMILY—and the opportunities it creates for young people—would not be possible without her. With thanks,"

    –Development Director

Let’s get started!

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

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