Your clients may ask you where to give, how to evaluate a nonprofit, what to do with a donor-advised fund, or how to make their philanthropy more intentional. You don't need to be the philanthropy expert to help them.
Blue Spring Impact provides philanthropic strategy and nonprofit expertise that complements the trusted relationships financial advisors already have with their clients. I work behind the scenes as an extension of your practice, helping you answer philanthropic questions with greater confidence and sector-specific expertise.
Bring philanthropic expertise to your client relationships.
FOR FINANCIAL ADVISORS
AREAS OF EXPERTISE
How I Help
Nonprofit Research & Selection
Identify, evaluate, and recommend organizations that align with your clients’ goals. This can range from due diligence on a specific organization to full nonprofit sourcing based on your client’s interests, geography, and giving priorities.
Donor Advised Fund Strategy
Help clients make more intentional use of their DAFs—from getting started, to identifying organizations to support, to developing a longer-term plan for their charitable assets.
Philanthropic Strategy & Family Giving
Support clients who want to go deeper: clarifying their goals, involving family members, developing shared values and priorities, or creating a more intentional and lasting approach to their giving.
WAYS WE CAN WORK TOGETHER
Flexible support for your practice.
Every client and advisory practice is different. Here are ways we can work together.
Behind the Scenes
Engage Blue Spring Impact as an extension of your practice, with ongoing access to philanthropic expertise across your client base—including nonprofit research, due diligence, organizational sourcing, and consultations on charitable giving questions.
Direct Client Advising
For clients who want more hands-on support, you can introduce them to me directly for a defined engagement or ongoing advisory relationship.
This might include developing a philanthropic strategy, structuring a giving plan, engaging family members, or creating a longer-term approach to their charitable assets.
Let’s explore how we can support your clients’ philanthropy goals.
Photo by Kelly Wilson visiting a community irrigation project of SIBAT in Mabini, Batangas, in the Philippines, 2023