G&C offers customized philanthropic advising for your clients who wish to be more intentional with their charitable giving.

Wealth advisors work with their clients to establish a giving budget and identify the appropriate giving vehicle. Then, they can connect the client to us.

We work collaboratively with you to provide the following customizable services.

Core Services:

● Vision Discovery: G&C meets with your client to identify their philanthropic goals and aspirations.

● Mission Statement Development and Grantmaking Strategy: G&C crafts a concise articulation of clients' charitable intentions and designs a strategic framework for impactful giving.

● Nonprofit Vetting: Expert evaluation and selection of aligned and high-performing 9-12 organizations for your client to consider supporting.

● Impact Reporting: Annual review meetings with your client showcasing the tangible outcomes of their charitable contributions.

Supplemental Services:

● Grant Management Tools: Streamlining the application, assessment, and reporting processes.

● Client-Grantee Liaison: Facilitating communication and fostering connections between clients and organizations.

● Specialized Research: In-depth analysis of specific cause areas to inform strategic decision-making.

What should we know about the services you provide? Better descriptions result in more sales.

What should we know about the services you provide? Better descriptions result in more sales.