Interested in working with a philanthropic advisor, but not sure where to start?
GMA worked with Fidelity Charitable to create a guide that answers common questions about the role advisors play in supporting charitable planning and giving, as well as factors to consider before engaging one.
Download the Guide to read well-informed answers to:
- What is a philanthropic advisor?
- What services can they provide?
- When does a donor need a philanthropic advisor?
- What should a donor consider before working with a philanthropic advisor?
- How can donors find and evaluate a philanthropic advisor?
- How do donors structure an engagement and assess fees?