Wealth & Other Advisors

harp-weaver works closely with wealth managers and other advisors to enhance their offering to philanthropic individuals and families.

Enhancing a firm’s value proposition:
– Attract new clients through their passions
– Complement your role as trusted advisor
– Expand your offering and ability to service client philanthropic interests.

Integrating philanthropy into the client experience through:
– Relevant commentary on philanthropy topics for client communication
– Client/prospect events around philanthropy
– Collaborative donor experiences
– Educational roundtables on trends and attitudes towards giving.

Benefitting your clients by:
– Helping articulate a unique philanthropic vision
– Presenting, explaining and planning for charitable gifting vehicle options in collaboration with advisors
– Connecting donors to creative grantmaking approaches
– Working with grantee organizations to develop metrics to meet standards of transparency and impact
– Managing the administration of a private foundation and interacting with service providers.