For Advisors
At Aligned Giving we understand that charitable planning is no longer a peripheral service—it’s a key differentiator for advisors who want to build deeper, more values-based relationships with their clients.
We partner with financial advisors, wealth managers, and advisory firms to help integrate philanthropic strategy into the core of financial planning. Whether you're looking to educate your team, engage clients in more meaningful conversations, or offer sophisticated giving solutions like donor-advised funds (DAFs), we bring the knowledge and tools to help you lead with confidence.
Empowering Wealth Advisors
How We Help Advisors & Firms
Specialization without Risk
You don’t have to be an expert in everything. We bring focus and expertise to charitable strategies, DAFs and legacy planning to support the financial advisor’s core business. Everyone stays in their lane to minimize compliance, liability and reputational risk
Meeting Rising Client Expectations
High net-worth clients increasingly expect their advisors to address charitable strategies and help align wealth with values. Philanthropy is emotions, personal and often time-consuming. Aligned Giving can add depth to enhance the advisors scope beyond their core expertise. We can help round out the relationship and support the advisor’s role as quarterback.
Protect AUM and Client Loyalty
Philanthropic conversations can be a point of advisor attrition if mishandled. We integrate as a complement to your planning process to facilitate charitable planning conversations and position giving as part of long-term legacy planning. We can help assets stay within the advisory ecosystem rather than drifting elsewhere. Clients see coordination, not fragmentation.
Hire us to enhance your practice
We will provide the philanthropic expertise & support to fill the gap in your current capacity. We enhance your client experience by creating a charitable giving statement, a giving budget, selecting proper charitable vehicles, and helping you and your client implement strategies aligned with their overall plan. Choose Aligned Giving to become your in-house philanthropy team.
“My clients thank me for bringing this resource in.”
We have been in your chair, know your business & work collaboratively, not competitively. I reinforce the advisor’s role as the trusted quarterback so that advisors gain confidence referring clients without fear of losing control. Aligned Giving enhances the advisor’s brand and professionalism.
Today’s clients expect more than just financial performance—they want purpose, impact, and guidance that reflects their values. Charitable planning not only deepens trust and strengthens relationships—it differentiates your practice in a crowded marketplace.