Resources for Philanthropy Advisors

Help your clients be better philanthropists

Many of our members rely on advisors to help them make the most of their giving. Exponent Philanthropy offers resources to help you build a practice specialty serving philanthropic clients.

Learn more about philanthropists with few or no staff

Your clients turn to you for advice; let us help you stay on top of issues specific to private foundations and philanthropists. Consider these “must-have” publications:

View all publications

Share Exponent Philanthropy with your clients

You want your clients to succeed. With Exponent Philanthropy, you can help your clients get the tools they need. Share our resources or suggest membership with Exponent Philanthropy. As members, your clients will access:

  • operational tips,
  • first-rate educational programs,
  • written and online materials,
  • discounts on useful products,
  • a group of peers with whom to share ideas,
  • and much more.

Read more about membership or email Exponent Philanthropy for an informational kit.

Give your clients the gift of membership with Exponent Philanthropy

We encourage professional advisors to extend complimentary one-year memberships to the clients of their choice. Download a Member Referral Certificate.

Be an advisor to other philanthropists

Do you have a client that is an Exponent Philanthropy member? You can be nominated for the Directory of Foundation and Philanthropy Advisors. It is open to anyone visiting our website, and is the only national listing of professionals who serve foundations and philanthropists with few or no staff. For more information about listing, contact Jeanne at 888-212-9922 or 202-580-6570.

An advisor connects with an ASF member at our National Conference 

An advisor connects with a member at our National Conference.