For a limited time, wealth advisors who refer clients to GiveTeam will be granted a one-year license to use PhilanthPro with their client. Advisors will receive hands-on training during this time to ensure their mastery of the user-friendly and innovative software, and to boost their ability to provide clients with real-time modeling and analysis.
What GiveTeam Founder Erinn Andrews is saying about the partnership:
“Now, for the first time, advisors who work with GiveTeam can also access the most innovative financial and grant-planning software on the market through PhilanthPro... This partnership enables advisors to competitively differentiate themselves in a very crowded marketplace and enables donors to access the best charitable planning advice and financial planning tools on the market—ultimately, driving more dollars back into the social sector."