Philanthropy Advisor
A Philanthropy Advisor is a professional who helps individuals, families, or organizations manage their charitable giving. They provide guidance on how to effectively allocate funds to various causes, ensuring that donations align with the donor's values and goals. This role often involves researching potential charities, assessing their impact, and developing a strategic giving plan.
Philanthropy Advisors may also assist with establishing foundations or donor-advised funds, which are vehicles for charitable giving. They often collaborate with financial planners and tax advisors to maximize the benefits of charitable contributions, ensuring compliance with regulations while enhancing the donor's philanthropic impact.