Professional Advisors

Vantage Point Philanthropy is a trusted partner for estate planning attorneys, family office staff, accountants, financial advisors and other planning professionals who want to provide philanthropic guidance to their charitably inclined clients. We complement your practice with the expertise of a Chartered Advisor in Philanthropy® and nearly 30 years in philanthropy.

Help Your Clients Make a Better World

We respect your client relationships and will work side-by-side with you or behind the scenes — whatever best meets your business objectives and client needs. We listen carefully to you, and to your clients’ goals and priorities, and then we recommend services that are tailored to the situation. We never offer pre-packaged solutions, because we believe every client is different. Together, we can provide philanthropic guidance to your clients on how to give wisely, what nonprofits are doing good work in their community and how to bring generations together in this enriching endeavor.

Here are a few ways we can help your charitable clients and foundations:

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Visioning, Strategic Planning and Action Plans

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Gifting, Grantmaking and Scholarship Programs

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Philanthropic Services for Donor Advised Funds and Family Offices

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Meaningful Multi-Generational Engagement

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Charitable Legacy Planning for Individuals, Couples and Families

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Expressing Faith and Values in Philanthropy

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Equity-Based Learning, Partnerships and Resource Alignment

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Board Development, Leadership Succession and Transition Management

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Assessment of Philanthropic Structures and Benchmarking

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Fundraising Consulting for Foundations

How We Work with You and Your Clients

Professional Advisors have several options to engage Vantage Point to serve the needs of their charitable clients. You can:

  • Refer clients to Vantage Point to address questions directly.  We will take great care of them and strengthen your client relationship by honoring your central role in their estate, tax and financial planning.
  • Engage Vantage Point behind the scenes to support your work with clients.  We will answer your questions about philanthropy and provide resources you can use with your clients.
  • Bring Vantage Point in to work side-by-side with you to serve your clients who have more complex situations and larger goals for their philanthropic impact. We will plan and execute together, always following your lead with your clients.
Our Approach