Our only hidden agenda is to support your clients in giving well.
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.