FOR PROFESSIONAL ADVISORS
Expand your capabilities. Deepen your client relationships.
Olive Tree Giving partners with wealth advisors, estate planning attorneys, CPAs, and family offices to bring independent philanthropic expertise to their client relationships. Together, we help your clients explore their charitable aspirations, navigate giving options, and turn their intentions into meaningful action—while complementing the trusted advice you already provide.
Enhance your client experience without building an in-house practice.
Your clients' philanthropic interests offer opportunities to deepen relationships and deliver more comprehensive service. Yet supporting those aspirations often requires specialized expertise and attention beyond traditional financial, tax, or estate planning.
Olive Tree Giving brings dedicated philanthropic guidance into your practice, helping you enhance the client experience while staying focused on what you do best.
COMPLEMENTING YOUR EXPERTISE
Charitable Mission
Facilitate meaningful conversations about clients' values, charitable interests, and aspirations, helping translate their intentions into clear philanthropic priorities.
Charitable Strategy
Develop personalized giving strategies, support nonprofit organizational discovery and due diligence, and help clients move from planning to purposeful action.
Charitable Giving Options
Help clients understand and evaluate charitable vehicles, giving approaches, and opportunities in collaboration with their financial, tax, and legal advisors.
Whether a client is exploring philanthropy for the first time, seeking greater purpose in their existing giving, or navigating family and legacy considerations, Olive Tree provides the expertise and dedicated attention to help move their aspirations forward.
Your client relationships are built on trust. Ours begin with respecting that trust.
Olive Tree Giving works collaboratively with you and your clients, bringing focused philanthropic expertise while respecting your role, relationships, and existing advisory team.
We tailor our involvement to your practice and your clients' needs, creating a seamless experience grounded in shared purpose and complementary expertise.
Built to work alongside you.
Flexible engagement models. Shared commitment to your clients.
Olive Tree Giving partners with professional advisory firms and family offices to provide independent philanthropic expertise and personalized guidance directly to their clients, as an extension of the firm's advisory capabilities. We offer various engagement opportunities based on your needs.
Direct Client Advisory
Refer clients seeking independent philanthropic guidance, from defining their charitable vision to developing giving strategies, legacy plans, and family engagement.
Project-Based Engagement
Engage us for a specific client need or philanthropic opportunity, with clearly defined objectives, deliverables, and fees.
Every engagement is tailored to your firm's needs and the clients you serve.
Let’s explore how we can work together.
Whether you're looking to enhance your firm's philanthropic capabilities or support a specific client opportunity, let's explore how Olive Tree Giving can complement your practice.