The work accomplished by local, national, and international charitable and non-profit organizations has a tremendous impact in our world. These organizations – effectively, efficiently, and with conviction – offer vital human services that governments are unable or unwilling to provide. Through their efforts, countless lives and communities across the globe are re-imagined and improved.

Today, just as these organizations are being challenged to do more, their operations and endowments are at greater risk. Current and prospective donors – uncertain about their own financial futures – are unsure about how to support the causes that mean the most to them.

Imagine the impact of redirecting inheritance dollars – that otherwise would be allocated for government taxes – to successful organizations that are making a real difference. If this can be done without compromising a family’s current lifestyle or future plans, isn’t that a giving option worth exploring?

This is the vision that drives the mission, values, and work of Wealth Impact Partners.

•  We are deeply committed to helping individuals, families, and businesses find exciting and meaningful ways to activate their personal wealth for social impact.

•  We partner with select charitable and non-profit organizations to enhance their major gift and endowment development.

•  We collaborate with astute financial professionals who want to offer their clients a unique model for legacy and philanthropic planning that complements the other services they offer.