Welcome to Philanthropy Coach

The resource for professional advisors building client loyalty, generating new business, and creating a better world through philanthropic planning

At Philanthropy Coach, we know that advisors who provide financial services to high net worth families are increasingly challenged by the commoditization of their industry.  And, just like you, we hear the growing number of voices touting philanthropy as a great means of addressing this challenge.  Have you noticed, though, that while the voices tell you repeatedly to add philanthropy to your practice, they never seem to tell you “how?”

At Philanthropy Coach, we do.  Our mission demands it.

At Philanthropy Coach, we envision a world of increasingly effective philanthropists, motivated and supported by a creative, competent network of financial planners, accountants, attorneys, insurance professionals, and investment advisors.  Our mission is to help you and your peers in the financial services industry:

• Bridge the gap between your clients’ complex charitable interests and the many giving options in the philanthropic community
  
  
• Exceed your clients’ expectations in helping them achieve their charitable goals
  
  
• Receive appropriate compensation for the value you create for your clients
  
  
  

To meet your needs and those of your philanthropic clients, we have developed the Philanthropic Planning Process and crafted a unique, two-day learning experience that will help you take your role of advisor to an entirely new level: philanthropy coach. 

With our Process, you won’t need to reinvent the wheel with each client.  You will have tested techniques and practical tools to move your clients beyond transactional gifts, initiate transformational processes, generate new business, and document the value you create; namely, the holistic achievement of  your clients’ financial, family, and philanthropic objectives.

To the best of our knowledge, there is currently no other program like Philanthropy Coach in the market.

• Ready to become a philanthropy coach?  Take a shortcut to specific information on dates, locations, and cost or go straight to our application.

• Need help in determining whether Philanthropy Coach is right for you?  Review our summary of program benefits and curriculum or see what our Philanthropy Coach alumni have to say.

• New to discussions of charitable world?  Explore the value of adding philanthropy to your practice.

Contact us anytime.  We look forward to helping you address your specific challenges in philanthropic planning.

Jay Steenhuysen and the Philanthropy Coach Team