Advisors
Bring More Value to Your Client Conversations
Your clients want to give more, but traditional approaches leave money on the table. We partner with financial advisors, CPAs, and estate planning attorneys to bring sophisticated charitable strategies into your client relationships—without adding to your workload.
The Advisor’s Opportunity
You know charitable giving is part of comprehensive planning. But administering complex giving vehicles—trusts, annuities, financing structures—falls outside most advisors’ core services and creates coordination headaches across multiple specialists.
Your clients need these strategies to make significant giving financially viable. We provide the expertise and administration so you can deliver more value without expanding your practice infrastructure.
How We Partner With Providers
Advanta Philanthropic serves as your charitable giving specialist. We handle strategy design, administration, and compliance while you maintain the primary client relationship and continue serving their broader financial needs.
What We Provide
Expert consultation on which strategies fit specific client situations
Complete administration of complex charitable vehicles from structuring through ongoing compliance
Client education materials and conversation guides to simplify technical concepts
Coordination with your existing planning approach without creating conflicts
White-glove service that reflects well on your practice
Strategies to Explore With Clients
We administer the full range of sophisticated giving tools so you can confidently introduce these strategies when they fit client goals.
Bargain Sales
Clients sell assets to charity below market value, receiving both liquidity and charitable deductions. We structure transactions and coordinate valuations while you help clients balance their need for cash with tax efficiency.
Charitable Gift Annuities
Clients receive fixed lifetime payments in exchange for charitable gifts. We calculate appropriate rates, handle regulatory compliance, and administer payments while you integrate this income into their retirement planning.
Charitable Gift Financing
Clients borrow to make major gifts, use tax savings to fund life insurance collateral, and keep cash while directing significant dollars to charity. We handle loan structuring, insurance coordination, and administration while you help clients integrate this into their overall financial plan.
Charitable Lead Trusts
The trust pays charity for a set term, then returns assets to clients or heirs with reduced transfer taxes. We manage administration and compliance while you help clients use this as part of estate planning and wealth transfer strategy.
Charitable Remainder Trusts
Clients convert appreciated assets into lifetime income, eliminate capital gains taxes, and receive immediate tax deductions. We administer the trust, manage compliance, and coordinate with you to ensure the strategy aligns with their broader wealth management objectives.
Deferred Gift Annuities
Clients make gifts now and receive future income at retirement. We administer the gift and manage compliance while you help clients coordinate this with other retirement income sources.
Donation of Nonvoting Stock / Units in Closely-Held Businesses
Clients transfer business interests without diluting control. We coordinate valuations and documentation while you help clients use this strategy within broader business succession and estate planning.
Endowment & Fund Management
Clients establish permanent funds supporting causes in perpetuity. We manage investments and compliance while you help clients create lasting legacies aligned with their values.
Fiscal Sponsorship Programs
Clients fund projects lacking separate tax-exempt status through established charities. We administer contributions and compliance while you help clients evaluate impact and tax efficiency.
Gifts of Appreciated Assets
Clients donate stock, real estate, or other appreciated property to avoid capital gains taxes while maximizing deductions. We facilitate transfers and coordinate with you to ensure the strategy complements their investment and tax planning.
Life Insurance Policy Gifts
Clients transfer existing policies or purchase new coverage for charitable purposes. We manage policy transfers and beneficiary designations while you integrate this into their insurance and estate planning.
Pooled Income Funds
Clients contribute to shared funds that pay income and benefit charity at death. We manage the fund and handle compliance while you help clients evaluate this against other income-producing charitable options.
Qualified Charitable Distributions
Clients age 70½ and older transfer IRA funds directly to charity, satisfying RMDs without tax consequences. We help you educate clients about this option and ensure proper documentation to minimize their tax burden.
Supporting Organizations
Clients establish charitable entities with governance involvement and immediate tax benefits. We administer the entity and ensure compliance while you help clients balance control with flexibility.
Why Partner With Us
Expand Your Service Offering
Add sophisticated charitable planning to your practice without hiring specialists or building infrastructure.
Maintain Client Relationships
We work behind the scenes. You remain the primary advisor and continue serving your clients’ broader needs.
Professional Client Experience
Your clients receive expert guidance on complex strategies, enhancing their perception of your practice’s capabilities.
No Conflicts, No Competition
We don’t compete for your clients’ other business. Our sole focus is charitable giving administration.
Scalable Partnership
Whether you have one client who needs these strategies or dozens, we scale to your practice’s needs.
Our Ideal Partners
Our charity partners include:
Financial advisors seeking to add charitable planning capabilities
CPAs helping clients reduce tax burdens through strategic giving
Estate planning attorneys coordinating wealth transfer and charitable goals
Insurance professionals integrating charitable strategies with coverage planning
If your clients could benefit from sophisticated giving strategies but you lack the infrastructure to administer these vehicles, we can help.
Ready to Bring These Strategies to Your Practice?
We’ll assess how these strategies fit your client base, answer your questions, and determine if there’s a good fit.