Altruous for Wealth Managers & Advisors:
Quickly and easily recommend the most impactful and trusted programs matched to your clients’ unique interests. With Altruous’ recommendations, you’ll wow clients and help them direct their charitable giving in a way that’s both personalized and maximizes their tax benefits.
How it Works:
Select
Quickly identify high-impact programs that align with your clients' philanthropic interests.
Present
Provide options to them in beautiful, full-color presentations.
Fund
Execute funding decisions in-product and claim immediate tax benefits.
Report
Share the impact of their philanthropy with clients in realtime.
Top Benefits for Wealth Managers & Advisors:
Proactive program recommendations
Complete access to impact data
Branded presentations
Realtime donation processing
Automated impact reports
Robust portfolio management
Ready to Get Started?
Kick things off by sharing a bit about your organization, your programs, goals, and impact. Our team will start the review process, and reach out with questions!
