Helping Your Clients Give with Greater Purpose - and Deeper Loyalty

Wealth Advisors

Helping Your Clients Give with Greater Purpose - and Deeper Loyalty

Philanthropy is one of the most powerful tools in a wealth advisor's client relationship - and one of the most underutilized. When clients feel supported in their giving, they don't just give more intentionally. They stay longer, trust more deeply, and refer more readily.

I work alongside wealth advisors and firms to integrate philanthropy into client conversations and legacy planning - bringing the specialized expertise of a Chartered Advisor in Philanthropy® (CAP®) and Certified Impact Philanthropy Advisor (IPA) to complement your financial counsel.

This is not about adding another service. It is about deepening the relationships you already have.

BENEVOLUS WEALTH

Outsourced Philanthropy + Marketing Solutions for the Wealth Industry

Benevolus Wealth empowers wealth advisors, RIAs (registered investment advisors), and wealth management firms with strategic, outsourced support in philanthropy, marketing, branding, and business development. Our expert team bridges the gap for firms that lack in-house resources, allowing you to elevate your client offerings and grow your business with confidence.

SELECT CASE STUDIES

Business Development

Bespoke Philanthropc Private Bank Event

Conceived and led a bespoke client event for female philanthropists at an LA-based Museum, centering philanthropy's role as an ecosystem builder in the creative economy. The event drew 20 clients and prospects and created immediate advisory momentum. One client placed at the center of the panel discussion became a deep engagement that spanned a corporate DAF, foundation mission statement development, fiscal sponsorship launch, and an opening into her family's personal and foundation philanthropy. The event also cultivated a relationship with a nonprofit attendee that opened doors to new prospect development and future programming opportunities.

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