A Guide to Working with Philanthropic Advisors

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Knowing how and where to give to maximize impact requires experience and expertise that many individual donors and families don’t have, especially when first getting started. Even donors who’ve gained considerable knowledge about philanthropy may not have the time to develop and implement a strategy. 

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A philanthropic advisor can help. This guide provides answers to common and important questions about the role that philanthropic advisors play in supporting charitable planning and giving, as well as factors to consider before engaging an advisor. This resource was co-created by Fidelity Charitable and a group of leading philanthropic advisory firms to provide a resource for donors wanting to learn more about how to engage expert help to become more effective givers.

Dietel & Partners was honored to participate in crafting this Guide.  Let us know what you think!

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ResourceDietel & Partners