For financial advisors
Your clients want to give more intentionally. Now you can help them.
GiveIntent gives wealth advisors the intelligence to start meaningful philanthropic conversations — months before the December rush.
Request advisor accessThe conversation your clients are waiting for
AI-prepared talking points
Before every client review, GiveIntent prepares a personalized giving conversation prompt based on their values, giving history, and matched programs. You provide the relationship. We provide the research.
Mid-year engagement
Move philanthropic conversations from December to spring — when clients have time to be thoughtful and you have time to add real value.
Track giving intentions
See which clients have completed their assessment, set intentions, and are ready to act. Never walk into a giving conversation unprepared again.
Your GiveIntent dashboard
- 1
Invite your clients
Send personalized assessment links to your HNW clients with one click. GiveIntent handles the rest.
- 2
Review AI-prepared prompts
Before each client review, see their matched programs and a suggested conversation opener drafted by AI.
- 3
Set giving ranges
Establish a GiveIntent giving range for each client based on their DAF balance and your recommended allocation.
- 4
Track and report
Monitor intentions, completions, and giving timelines across your entire client cohort from one dashboard.
The Boston pilot
GiveIntent is launching with a cohort of 250-500 high-net-worth donors in Greater Boston, in partnership with Rockefeller Capital Management Private Wealth, the Boston Foundation, and three additional consortium partners. Financial advisors in the Boston area are invited to bring their client cohorts into the pilot.