A Trusted Partner

Forward Philanthropy can work in partnership with advisors to support a client’s philanthropy. Like a fee-only advisor, Forward Philanthropy’s straightforward hourly rate means that our only agenda is to support clients in developing strategic and satisfying philanthropy. From the Vermont-based planner who desires to refer clients to an unbiased philanthropic advisor, to the out-of-state wealth management firm or family office that needs support for their clients’ giving in Northern New England, Forward Philanthropy’s flexible model offers solutions for advisors of all kinds.

Vermont Land Trust has conserved over a half-million acres since 1977, such as this land in Dorset. (Photo by Caleb Kenna)