Loyal readers, as you are well aware, Americans are by nature incredibly generous and charitable. Individuals often start by giving to their alma mater, kids’ schools, religious institutions, local cultural institutes or other well-known, large organizations. It's what they do. And, in many cases, these individuals with increasing wealth are solicited for donations. For some, this type of “reactive” giving is not as rewarding or purposeful as they would like it to be. But, these individuals don’t have the time or access to advisors who can help them develop an intentional plan. They are giving but they are not getting much satisfaction in return. And, that is a shame.
Also, as it relates to financial advisors and accountants, studies have shown that discussing philanthropy with clients is good for business and helps with client retention. But are these advisors actually HAVING these conversations with their clients, with all that they are trying to accomplish in their core work with clients?
That is where my good friend, the amazing Erinn Andrews, and her crackerjack, seasoned GiveTeam come in. They specialize in supporting donors who fall in the top 2–10% of givers—those giving around $10K–500K 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.
Many of their advisors are on the lookout for a group like GiveTeam and value the personalized service, quality, and speed they provide to the overall core client planning team. As a result, these givers can get that warm and fuzzy feeling they have been looking for! Now, take a deep breath and read about Erinn's impressive background below:
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