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Never before have there been so many good causes vying for funds. Yet, never before has there been more uncertainty about where best to invest philanthropic dollars. SmartGiving is designed to eliminate your concerns by matching you with the causes & projects that best meet your objectives. Choose from: 
With SmartGiving Private Client Services, you'll have a personal relationship with an experienced Personal Advisor who gets to know you and your needs, delivers a customized, comprehensive philanthropy plan and recommendations based on your individual goals and works with you over the long-term to ensure your goals are being met.
If you're an avid giver and you like doing things on your own and calling your own shots—as long as you have the necessary tools, resources, and support —and you appreciate a good value, SmartGiving Subscription Services is for you.
If you're a year-end giver or occasionally you have funds to invest in philanthropy as a result of a non-recurring event such as a tax refund or a bequest, our Basic Client Services are designed for you.
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