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Transform Philanthropy empowers charities with a new understanding of today’s
fastest growing giving vehicle, the donor-advised fund, and guides the formation of
strategy and process to optimize revenue from this very important tool.


We also work with wealth management firms and their advisors to help them
understand the opportunity that comes with incorporating philanthropy into their
practices, assist with strategy, and the construction of a philanthropic playbook.


Finally, by working with their trusted advisors and favorite charities, Transform
Philanthropy educates donors and clients as to the good ways and better ways to
make an impact through the causes they support.

Let’s Work Together

Get in touch so we can explore how we may be able to help.

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