Financial Advisors
Partner with Earthshare
Where wealth planning meets environmental impact
Financial Advisors / Partner with EarthShare
Why EarthShare
Client expectations are evolving, and financial advisors are increasingly expected to integrate charitable strategies into wealth management. It is part of portfolio construction, legacy planning, tax strategy, and personal identity. Clients want their giving to reflect their values while remaining disciplined, strategic, and measurable. EarthShare helps advisors integrate giving into client-centered wealth planning.
Unlike generalized donor-advised fund (DAF) providers, EarthShare’s DAF is purpose-built to support environmental and climate philanthropy while maintaining flexibility to recommend grants to any IRS-qualified public charity. Advisors gain access to a curated, mission-aligned ecosystem that helps clients pursue environmental impact without limiting broader philanthropic goals.
Philanthrophy, Simplified
For many advisors, EarthShare becomes the philanthropic infrastructure behind their client relationships, allowing them to focus on advising while we manage execution. Partnering with EarthShare allows advisors to:
- Offer clients a values-aligned philanthropic solution without adding operational complexity
- Integrate charitable planning seamlessly into tax, estate, and wealth strategies
- Expand advisory relationships through purpose-driven conversations that deepen client trust
- Access vetted nonprofit organizations working on high-impact environmental outcomes
- Provide structured giving options that move beyond one-time donations toward long-term impact
How We Work with Financial Advisors
EarthShare is designed to complement an advisor’s existing practice. We operate as a collaborative philanthropic partner that supports advisors and their clients across the lifecycle of charitable planning.
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Integrated Advisor Experience
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Client Engagement Support
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Donor-Advised Fund Administration
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Environmental Giving Expertise
Advisors remain the primary financial relationship for their clients. EarthShare does not provide investment management services and instead serves as a specialized philanthropic partner supporting donor-advised fund administration and charitable strategy.
We help advisors introduce charitable planning through structured frameworks and guided client conversations that help clarify giving priorities. Advisors remain the primary relationship owner while EarthShare provides specialized philanthropic expertise when needed.
EarthShare handles all administrative responsibilities associated with donor-advised funds, including compliance, grant processing, nonprofit vetting, reporting, and recordkeeping. Advisors maintain visibility into activity while clients experience a streamlined giving process.
Our team works alongside advisors to help clients understand how their giving can be most effective. This includes guidance on environmental issue areas, the overall nonprofit landscape, and opportunities for strategic impact aligned with client priorities.
Referral & Collaboration
EarthShare partnerships are intentionally flexible because every advisory practice operates differently. We collaborate with financial advisors, wealth managers, family offices, CPAs, and tax professionals in several ways:
- Advisor-Initiated Referrals | Advisors introduce clients interested in environmental or values-aligned giving. EarthShare supports onboarding, education, and ongoing administration while keeping advisors engaged.
- Co-Planning Relationships | For clients with complex philanthropic goals, EarthShare can participate directly in planning discussions alongside advisors, helping translate values into structured giving strategies.
- Educational Collaboration | We provide advisors with educational content and curated philanthropic insights designed to support informed client conversations around charitable planning and environmental giving.
- Long-Term Strategic Collaboration | Many advisors integrate EarthShare as a standing philanthropic resource within their practice, enabling ongoing collaboration across multiple client relationships.
Our goal is simple: strengthen advisor-client relationships by making impactful giving easier and more aligned with what clients care about most. By working together, we help clients transform charitable intent into sustained environmental impact.
Turn your clients’ values into actionable plans
Whether clients are passionate about conservation, climate, environmental justice, or local issues, EarthShare helps advisors convert those interests into strategic, tax-smart charitable plans that can evolve alongside broader financial and legacy goals.
