For Referral Partners
The expert your
clients are missing.
Wealth advisors, estate planners, and financial planners serve clients who have the resources to give significantly. What most of those clients lack is a rigorous framework for deciding where to give and whether an organization is actually worth funding. GPA fills that gap.
The problem you already know
Your clients ask where to give. You have no good answer.
This is not a criticism. Philanthropy advisory is outside the scope of most wealth management relationships, and it should be. But when a client comes to you with a DAF, a liquidity event, or a giving goal, they need more than a referral to a rating site.
GPA is what you refer them to. A credentialed, practitioner-led advisory firm that can evaluate nonprofits from the inside out, orient them to a cause area, or provide ongoing guidance across their entire giving portfolio.
Client signals that indicate a GPA referral
- ✦Client has accumulated meaningful wealth and wants to "give back" but has no framework for evaluating organizations
- ✦Client holds a Donor Advised Fund (DAF) and is looking for somewhere to deploy it with confidence
- ✦Client is considering a major gift to a specific organization and wants a second opinion
- ✦Client has been giving to the same organizations for years and wonders whether that money is actually working
- ✦Client wants to leave a philanthropic legacy and is not sure how to build a giving strategy
- ✦Client recently came into significant liquidity and is asking about charitable vehicles and where to start
What GPA delivers
Three engagement types for your clients
01
Nonprofit Vetting Engagement
Full four dimension assessment of one or more organizations your client is considering funding. Deliverable is a written report with findings, identified risks, and a clear recommendation.
02
Cause Area Briefings
Written intelligence report orienting your client to a cause area before they commit funding. Covers key players, how money flows, and what sophisticated funders need to know.
03
Retained Advisory
Ongoing monthly guidance across your client's entire giving portfolio. GPA acts as the dedicated thought partner throughout the year so you can focus on the financial relationship.
Why partner with GPA
Built for the professional referral relationship.
You retain the client relationship
GPA is the expert brought in to serve your client's philanthropic goals, not to compete with your relationship. The referral dynamic is clean and professionally appropriate.
Your clients get something no one else offers
Most donors do not know this kind of advisory exists. Introducing GPA gives you a differentiated capability that strengthens your value to high net worth clients with giving goals.
No conflict with your services
GPA does not provide financial advice, manage assets, or recommend specific investment vehicles. The scope is strictly philanthropic due diligence and advisory, fully complementary to what you already do.
Built for the HNW client relationship
GPA uses project based pricing, not hourly billing. Engagements are scoped and priced for clients who expect professionalism and clarity. The same standard your clients hold you to.
The credential behind GPA
"GPA was built by practitioners who spent 20+ years working inside nonprofits across development, operations, finance, and the boardroom. When we assess an organization, we know what to look for because we have lived inside organizations at every stage of health and dysfunction. That is a different product than anything available through a ratings website."
Joe Smith, Founder of Glaisman Philanthropy Advising
How a referral works
Simple, clean, and appropriate.
When a client has a philanthropic question or decision that falls outside your scope, you refer them to GPA. They book a free 30-minute strategy call. GPA handles everything from there.
GPA does not solicit additional financial services, does not manage assets, and does not compete with the wealth management relationship. The scope is strictly philanthropic due diligence and advisory.
If you would like to discuss a formal referral arrangement or understand more about GPA's engagements before making introductions, book a call below. These conversations are direct and professional.
Start the conversation
Book a partner call.
A 30-minute call to discuss how a referral relationship would work, what GPA delivers, and whether there is a fit for your client base.
Book a Partner CallGPA works with individual advisors and firms across wealth management, estate planning, and financial planning. Referral arrangements are discussed on a case by case basis.