Services
For Donors & Trusted Financial Advisors
Philanthropic Discussions
Matching Funds with Giving Opportunities
As an Advisor or Consultant, I create and steward investment partnerships between funders and the organizations they empower.
With nearly 75% of U.S. charitable contributions coming from current and legacy giving by individuals and families, I assist individuals and families in finding solutions to the question: What would you like to accomplish with your money that would be meaningful to you?
More than 80% of high-net-worth individuals say they are interested in integrating philanthropy into their wealth management plans, yet just 25-30% say they are currently receiving assistance from their advisors in doing so. This is not surprising, as philanthropic advising is a specialty that sits outside the scope of traditional wealth management expertise.
Berk Fundraising helps bridge that gap by enabling trusted advisors to meet this growing desire by clients to incorporate charitable passions and interests into their financial strategies. Client conversations intentionally lead to consideration of meaningful current or legacy giving opportunities that can add or scale impact of causes and organizations a client cares about.
Philanthropic Discussion Services
- Coordinate philanthropic discussions with donor’s trusted financial advisors
- Facilitate discussions about philanthropic interests and passions
- Facilitate family discussions
Passion and Interests Exploration
Matching Money with Mission
- Discuss current giving and legacy giving opportunities
- Identify giving opportunities with known or researched mission-driven organizations
- Facilitate discussions with prospective nonprofits
- Write and review of requests for proposals (RFPs)
- Monitoring of donation impact and achievement of philanthropic goals
- Liaison with mission-driven organizations, impact reporting, review, and analysis
