Everything Your Advisors Need Is Already Built

The last part of our series on initiating the philanthropy conversation.

Over the last four parts, we walked through how an advisor starts a philanthropy practice. One question to open the door. A fifteen-minute conversation that produces a Philanthropic Profile. A Giving Plan that turns intentions into a budget and a calendar. Search and due diligence for the two questions every client eventually asks.

Here's the part worth saying plainly: everything you just read is the rollout.

If you brought WellAdvised into your firm, this is what your advisors would be handed on day one, with your brand on it:

• The client sheet, in your firm's name, ready to attach to an email
• The opening questions, and the sample notes to send with them
• The guided conversation that builds the Philanthropic Profile
• The Giving Plan, tracking single-year or multi-year giving by impact area
• Search across every registered Canadian charity, and WellCheck for due diligence
• The advisor emails, already written, that walk your team through their first client

No training program to design. No materials to create. No expert to hire. The most common question we get from firms is what a rollout involves, and the honest answer is that you just read it.

Your advisors don't need to become philanthropy specialists. They need one good question and a system that carries the rest. That's what this is.

If you're the person at your firm who's been thinking about this, the next step is a conversation. Thirty minutes, we'll show you the whole thing running under your brand, and you'll know by the end whether it fits. Book a time.