For Advisors

Affinity is the perfect complement and strategic ally for wealth advisory practices seeking to offer custom, highly-personalized philanthropic advisory services to their clients within the context of their existing client relationship. Our focus is solely on philanthropic consulting and advisory services. Our objective is to work with and alongside you to develop a philanthropic solution that is tailor fit for your client and that integrates seamlessly into the wealth planning and strategies you have carefully developed.

Our role is to support your leadership and to serve as a trusted member of the professional team you have assembled to meet the comprehensive needs of your clients.

Philanthropic resource for professional advisors and their staff

As an extension of your team, we are available to field any questions you may have about charitable giving and philanthropic strategies. We are always “on call” and ready to provide guidance or recommendations on specific client situations or general philanthropic trends.

Affinity also offers custom programming designed to meet the needs of wealth advisors and their clients:

Giving Well Philanthropy 101

An interactive presentation addressing key concerns and areas of interest.

  • Choosing the right philanthropic vehicle

  • Making the most of a DAF and understanding what you can and can’t do

  • Understanding how to make great grants

  • Making philanthropy a family activity

Giving Well Conversation Circle

A facilitated group discussion and learning circle focused on improving philanthropic skills and knowledge. Common threads include:

  • Success stories and lessons learned

  • Best practices common to successful funders

  • Ideas and innovations to improve impact and outcomes

Giving Well Family Session

One-on-one meeting with a philanthropic expert to address specific philanthropic interests, concerns, or questions. Recent examples have included:

  • Evaluating alternative giving vehicles based on personal goals and objectives

  • Identifying and refining family values and developing a Mission and Giving Plan

  • Specific strategies to engage and involve family members

  • Crafting a long-term plan for managing and administering a family foundation or fund