Financial Advisors
Help clients turn wealth into strategic philanthropy
Specialized charitable planning support for financial advisors and their clients
Partnering to Unlock Mission-Driven Giving
For more than 35 years, EarthShare has helped advisors, donors, and family offices structure environmental philanthropy through donor-advised funds and tax-smart charitable planning.
We support a wide range of giving strategies, including gifts of appreciated assets, qualified charitable distributions (QCDs), planned giving, and complex charitable contributions.
Our role is to strengthen your planning process with specialized philanthropic expertise while advisors remain central to the client relationship.
Advisors retain the relationship
EarthShare complements your practice while advisors remain central to the client relationship.
- Continue guiding investment and wealth strategy
- Coordinate charitable planning alongside broader client goals
- Deliver a high-value philanthropic solution without building internal infrastructure
Differentiate your practice with environmental philanthropy expertise
Unlike broad-based DAF providers, EarthShare offers specialized environmental philanthropy expertise backed by decades of sector experience.
- Deep environmental grantmaking expertise
- Access to vetted nonprofits and curated giving opportunities
- Helps advisors stand out in a crowded market
Simplified administration for complex giving
EarthShare handles the operational side of charitable giving so advisors can focus on planning and relationships.
- Grant processing and compliance
- Nonprofit verification and reporting
- Support for complex assets and multi-party giving strategies
Donor-Advised Fund for Values-Aligned Impact
EarthShare’s donor-advised fund is designed for individuals seeking trusted guidance for climate and conservation impact, while retaining full flexibility to support any IRS-qualified public charity.
Be More Strategic with Asset-Based Giving
EarthShare works alongside advisors and their clients to structure and accept a wide range of charitable assets while coordinating closely with legal and tax professionals throughout the process.
- Appreciated securities: Stocks, bonds, and mutual funds
- Real estate: Residential, commercial, and undeveloped land
- Business interests: Closely held business interests, LLCs, LPs, and S-corporations
- Personal property: Certain tangible and intangible assets, including intellectual property
- Restricted securities: Publicly traded securities with transfer or sale restrictions
- Promissory notes and loan notes: Structured giving options tied to repayment agreements
- Estate gifts: Bequests, trusts, and beneficiary designations
- Retirement assets: IRAs, qualified plans, and pension assets
- Life insurance: Policies designated for future charitable giving and legacy plans
Our team helps support compliance, valuation coordination, and charitable administration so advisors can confidently incorporate complex asset giving into broader planning strategies.
Built for advisors and advisory practices
- Advisor Resources: Educational materials and client-facing philanthropic tools.
- Environmental Expertise: Climate and conservation nonprofit research and due diligence.
- Planning Support: Support for charitable conversations, legacy planning, and grant administration.
Turn Your Clients’ Values into Actionable Plans
Whether your clients are motivated by conservation, biodiversity protection, environmental justice, or the natural area just down their road, EarthShare helps you translate client goals into practical, compliant, and measurable charitable strategies.
Frequently Asked Questions (FAQs)
No. EarthShare does not provide wealth management services. Advisors remain central to the client relationship while EarthShare supports charitable planning, donor-advised fund administration, and environmental philanthropy expertise.
EarthShare operates as a collaborative philanthropic partner, helping advisors support donor-advised funds, tax-smart charitable strategies, and complex giving conversations while simplifying administrative responsibilities.
EarthShare supports a broad range of charitable planning strategies, including appreciated asset gifts, qualified charitable distributions (QCDs), planned and estate giving, retirement asset giving, and complex charitable contributions.
Yes. EarthShare can help facilitate charitable contributions involving appreciated securities, real estate, business interests, restricted securities, retirement assets, life insurance, and certain other complex assets.
Yes. While EarthShare specializes in environmental philanthropy, clients may recommend grants to any eligible IRS-qualified public charity.
EarthShare combines donor-advised fund administration with specialized environmental philanthropy expertise, advisor collaboration, and support for sophisticated charitable strategies. We are designed to help advisors and clients pursue more strategic, mission-aligned philanthropy without added administrative complexity.
Depending on account size and structure, advisors may be able to continue managing charitable assets, subject to EarthShare’s policies and applicable regulations.
EarthShare manages grant processing, charity due diligence, compliance reviews, and administrative oversight, reducing operational burden for advisors and their clients.
In many cases, a donor-advised fund can be opened in a matter of days, enabling clients to make time-sensitive charitable contributions and tax planning decisions.
Yes. EarthShare charges transparent administrative fees to support donor-advised fund administration, grant processing, compliance, and philanthropic advisory services.
Yes. Donor-advised funds are often incorporated into planning business exits, concentrated stock positions, and other major liquidity events to help clients maximize charitable and tax benefits.
