Skip to main content

What Your Philanthropic Advisor Can Do For You

Caroline and her philanthropic advisor Aurea share the joys of working together to achieve Caroline's charitable goals.

Donor advised fundholder Caroline built a special connection with her philanthropic advisor Aurea Gerard from their very first meeting. Aurea helps Caroline live out her philanthropic hopes and dreams.

They share the joys of working with each other in the video above.

“We just felt an immediate connection with each other,” Caroline says. “And then I told her some of my hopes and dreams for our donor advised fund, and how I’d like to work with it and get to know some nonprofits that are in the community that I might not know about.”

Aurea adds, “One piece to my job is to make sure I’m helping the donors live out their philanthropic goals, and I feel like with Caroline, I am, because she includes me in on what she’s thinking about and what she wants to do, so I can help her get to that.”

Learn more about our personalized approach to charitable giving.

More Stories

Read Top Three Ways to Use Retirement Assets to Support Charity

Retirement Assets

Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.

Learn More
Watch Helping Children Reach Their Full Potential

Helping Children Reach Their Full Potential

Minnesota nonprofits discuss the importance of early childhood development.

Watch the video
Watch Giving with Intention

Giving with Intention

Through her donor advised fund, Mya Honeywell designed a creative way to engage her clients while giving back to her community.

Watch Mya's story
Read How Four Donors Responded to the Pandemic

How Four Donors Responded to the Pandemic

Donors shift their giving to meet community needs.

Learn More
Watch Changing the Narratives of Black, Indigenous & People of Color Through Art

Changing the Narratives of Black, Indigenous & People of Color Through Art

The Twin Cities Theatres of Color Coalition discusses the role performing arts plays in social change.

Watch the video
Read A Donor's Generosity Helps Many Recognize Their Potential

Donor Q&A: Ray

A lifelong volunteer and community mentor shares his philosophy on the importance of giving.

Read his story
Read Using Stock to Support Your Favorite Charities

Using Stock to Support Your Favorite Charities

Did you know that you can donate stock as a way to grow your fund and support your favorite nonprofit organizations?

Learn More
Read Planning Your Giving in Uncertain Times

Planning Your Giving in Uncertain Times

Here are two giving techniques you can use to support the causes you care about.

Learn More

COMMUNITY IS OUR COMPASS

JOIN
US!

* Indicates a required field