Start Your Giving
Experience
Focus on your legacy, donate to your charities of choice, and take advantage of financial and tax planning benefits. Our donor-advised fund and planned giving options make your experience easy, fulfilling and cost-effective.
Deepen Your Client Relationship Experience
Focus on your client relationships and leverage a trusted voice to speak with you and your clients about achieving their legacy. Our advanced giving options for you and your clients advance their legacy and strengthen your relationships. Start achieving your clients’ charitable, financial and tax planning goals with an independent professional partner.
Develop Your Donor Relationship Experience
Focus on your donor relationships with an experienced partner that helps you access the tools and techniques you need to efficiently and effectively meet donor requirements. Our planned giving options expand your donor relationships and help develop new opportunities.
Our goal is to perfect the giving experience with you.
Why Giving Tuesday Should Be Part of Your Giving Plan
Giving Tuesday was started in 2012 in a partnership by the 92nd Street Y and the United Nations Foundation to create an international day of giving during the busy holiday shopping season. Since 2012, Giving Tuesday (#GivingTuesday) has become a powerful movement supporting giving and creating a culture of philanthropy.
Join Us for Our Free Fall Boot Camp: Donor Advised Fund Essentials for Small and Medium Charities
Join Us for Our Free Fall Boot Camp: Donor Advised Fund Essentials for Small and Medium Charities
Estate Planning Procrastination Stopped by a Smartphone
Being a middle-aged man with a family, my wife and I have been reviewing our estate plans with the intention of revising them. 15 years ago, our attorney-led us through a relatively simple process. This time, I am searching for an app to help me manage the process. An app that will give us what we need to do if we plug in answers to a few multiple choice questions. Unfortunately, this app does not exist and I was stuck for a while trying to find out the status of our plans. In lieu a magical app, I have found the following helped me to break the cycle of procrastination in estate planning…
Cycling Advocacy Veterans Seeking to Secure Their Legacy Look to Planned Giving as a Viable Tool
The Active Transportation Alliance partnered with The Advise Us Fund to offer expanded giving options to donors. This new partnership will go a long way in supporting Active Trans in its future development and planned giving efforts. Read more…
When is the Best Time for Children to Start Giving to Charity?
Most likely you should start now. Your children or grandchildren, as young as three years old, have started learning to share. Charity is another form of sharing – and sharing with your children or grandchildren is another part of your legacy.
As 2016 Comes to a Close
Remember to support the nonprofits you love this holiday season and if we are among them, thank you! Help support our work by donating at https://adviseus.org/support-our-work/
Happy Thanksgiving
We hope you and your family have a wonderful Thanksgiving and many good wishes as we embark on 2017!
Estate Planning Procrastination Stopped by a Smartphone
Being a middle-aged man with a family, my wife and I have been reviewing our estate plans with the intention of revising them. 15 years ago, our attorney-led us through a relatively simple process. This time, I am searching for an app to help me manage the process. An app that will give us what we need to do if we plug in answers to a few multiple choice questions. Unfortunately, this app does not exist and I was stuck for a while trying to find out the status of our plans. In lieu a magical app, I have found the following helped me to break the cycle of procrastination in estate planning…
