Collaborations

Whether you are a wealth manager, estate attorney, certified public accountant, or other financial or legal professional, Partners in Philanthropy can expand the quality and depth of your client services with personalized guidance on making meaningful, strategic charitable gifts. Please contact us if you would like to integrate philanthropy advising into your practice, or would benefit from another perspective to help clients manage their giving. We can be team members, referral partners or just discuss common challenges. Thank you!