Enhance Your Client Relationships Through Philanthropy

Clients are increasingly asking their financial advisors about charitable giving—but philanthropy often requires expertise outside the scope of traditional wealth management. Blue Spring Impact partners with advisors to bridge that gap.

How We Help

• Continuing Education: Courses on “Navigating Philanthropy Under the 2026 Tax Laws,” “Establishing a Nonprofit 101,” and “Engaging & Incorporating Clients’ Philanthropic Values” tailored to financial advisor networks such as XY Planning Network.

• On-Demand Consulting: Access a dedicated philanthropic strategist to support your firm when clients bring complex giving questions.

• Client Support: We help design philanthropic strategies that complement estate planning, wealth transfers, and long-term financial goals.

Value

• Equip your firm with specialized philanthropic expertise without building it in-house.

• Strengthen client trust and satisfaction through holistic, values-aligned advice.

• Turn complex philanthropic questions into opportunities to deepen relationships.

Pricing

• CE Courses: Enrollment fee per advisor.

• Consulting: Monthly retainers for a set block of consulting hours, or project-based fees for one-off engagements.

Blue Spring Impact brings a decade of grantmaking, donor advising, and nonprofit strategy expertise to ensure your clients’ philanthropic plans are as thoughtful and strategic as their overall financial plan.