Philanthropic Advising Services
Wealth Advisors
Your advisory clients count on your expertise. You can count on ours.
Trust. Experience. Skill. Your clients chose you because you have them. At this first-of-its-size wealth transfer moment, they’re looking to you for support in planning their legacy.
When you find yourself with more questions than answers about philanthropic giving.’
Our decades of nonprofit experience are your compass for navigating thoughtful and meaningful philanthropy with high net worth individuals and families. Complement your wealth advisory services confidently and seamlessly with philanthropic advisory services that help your clients meet their impact and legacy giving goals.
Charting the course with trusted navigators.
Your clients need support navigating their financial future. From investments, to budgeting, to passing their wealth, and even their broad goal of philanthropic giving.
You bring the financial expertise to help them decide the first two. We’re here to help you plan the third with certainty, of when, how and where a client may want to invest their philanthropic dollars.
Tailored. Confidential. Impartial.
We’re trusted in Indiana and across the US as a premier nonprofit consultancy with 30 years in business and a combined 120+ years of experience. Over 350 nonprofits have partnered with us to deliver better governance, reach fundraising goals, and ensure a strong future for their organizations. Our experience supporting a diverse portfolio of nonprofit organizations means broader insights into the sector and professional clarity your clients can rely on.
We understand the weight and complexity of philanthropic giving decisions. Our advisory provides both a confidential and impartial space for your clients to explore options and reach their charitable giving goals.
You can trust us to provide advice rooted in this experience and always with your clients’ goals in mind. LSA will never steer advisory clients to give to any existing LSA clients. If a client identifies an LSA nonprofit client we will fully divulge any conflict that may exist.
No agenda. No pressure. No conflict of interest.
Together, we can all have a long-term impact in our world. LSA Philanthropic Advisory Services enables your clients to create a meaningful plan for that impact.
Many giving journeys, one impactful destination.
For many high-net-worth families, legacy includes impactful philanthropic giving. Whether your clients are considering specific organizations, projects, foundation giving, or donor advised funds, our philanthropic advisory services give them the advantage of professional insight into the nonprofit industry and clear guidance.
Destination in mind, we’ll work to map every step with your clients, ensuring they feel confident about the path toward achieving their giving goals.
When you partner with LSA, you gain more than consultants. You gain trusted guides, thoughtful strategists, and advocates who believe in your cause as much as you do.
Our Approach
Providing practical insight, candid assessment, and independent guidance grounded in nonprofit expertise starts with listening. We bring the same level of rigor, accountability, and intentionality to advising charitable giving as you do to all of your clients’ investments.
Working together with high-net-worth individuals, couples, and families, we help them:
Develop
Develop a clear picture of desired impact
Learn
Learn the right questions to ask
Contextualize
Put into perspective their charitable goals within their broader financial and estate planning strategies.
Our Services
Your clients’ goals inform our advisory offerings. After initial consultations, we’ll recommend a personalized approach and timeline. Most engagements will include one or more of our core services creating a Family Giving Roadmap.
Strategic Philanthropic Planning
Nonprofit sector expertise meets clients’ personal values and impact goals through a clear philanthropic framework. We’ll work together with your clients to expertly navigate
- Clarifying giving priorities
- Structuring long-term giving strategies
- Evaluating charitable opportunities
- Defining measurable indicators for impact
- Designing family philanthropic initiatives
- Crafting multi-generational giving frameworks
Nonprofit Assessment and Due Diligence
Merging philanthropic goals with deeper understanding of organizational strength, leadership, governance, and sustainability. Our expertise guides your clients’ organizational assessments and due diligence processes for
- Governance effectiveness
- Financial health and sustainability
- Leadership structure and stability
- Fundraising practices
- Organizational transparency
- Strategic direction and operational capacity
- Review and interpretation of IRS Form 990 filings
Family Legacy and Governance Advisory
A philanthropic legacy provides high-net-worth individuals, couples, and families the opportunity to create lasting impact in their communities and beyond. Our process includes developing guidance for
- Governance structures
- Succession planning
- Multi-generational engagement
We support your clients in creating frameworks that protect their philanthropic intent while encouraging future generations to participate thoughtfully and responsibly in charitable decision-making.
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