Philanthropy Services for Professional Advisors 

A philanthropic offering differentiates you, deepens client relationships, provides a competitive advantage & ongoing revenue.

Philanthropy isn’t just about giving back or ‘doing the right thing’ … it’s about shaping a family legacy; creating connectivity between families and communities; & making a meaningful impact for generations to come.

At Collective Manifesto, we support you, as a Professional Advisor, to deliver philanthropy services to your clients, working alongside you in an integrated approach.

We do this by helping you to:

  • Understand more about philanthropy, the ‘family glue’ concept & how it can benefit your clients;

  • Raise succession & philanthropy in your discussions;

  • Meeting together with your clients to present an integrated offering;

  • Share in & support your clients to build their legacy;

  • Engage with charities & causes together with your clients; and

  • Have the confidence of knowing your client’s money is being spent well & achieving impact.