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Specialized Services

Nonprofit Clients

Financial Advisors and Your Charitable Clients

Financial Advisors and Your Charitable Clients

  • Assess data to build and identify new opportunities for growth with donors, foundations and companies 
  • Transformative case statement, proposal and grant writing
  • Campaign development and gift solicitation services  
  • Training on fundraising strategies and principles in major, principal and planned gift work 
  • Interim development leadership needs


 


Financial Advisors and Your Charitable Clients

Financial Advisors and Your Charitable Clients

Financial Advisors and Your Charitable Clients

  • Advise donor client  on defining their philanthropic goals, values, and vision. 
  • Assist in developing a comprehensive philanthropic strategy, moving beyond ad-hoc giving to a more intentional and impactful approach.
  • Offer in-depth knowledge of the nonprofit sector, giving vehicles, and effective giving practices. 
  • Research and vet organizations that align with clients interests and have a proven track record of achieving results.
  • Help manage the logistical, administrative, and relational aspects of philanthropy.




Sunstone Charitable Advising, LLC

(503) 754-5550

Copyright © Sunstone Charitable Advising, LLC - All Rights Reserved.

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