When you choose SmartGiving Private Client Services, you'll be teamed with a Personal Advisor who will guide you, face-to-face, through the SmartGiving process—and who will partner with you over the long-term to ensure your goals are met. You'll enjoy our highest level of ongoing advice and individualized support.

Our three step process—Development of a Personal Philanthropy Mission Statement, CharityMatch, and Planning & Impact Assessment—lead you towards more strategic giving. Philanthropy instead of Charity.

As a SmartGiving Private Client you'll enjoy:

• Regular, one-on-one consultations with your Personal Advisor
• Guided journey to establish your Personal Philanthropy Mission Statement
• Access to Premium sector research
• Fee, rather than commission-based service
• Comprehensive charitable investment portfolio performance reporting
• Annual impact assessment
• Regular re-evaluation of your personalized giving plan

Why can't I develop a philanthropic mission statement and plan on my own?

What if there are certain organizations I want to give to no matter what?

What do you charge for your services?

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