Wealth Advisors
Working together to support your clients in creating and managing their private foundations
Comprehensive Giving Solutions for Your Clients
Wealth advisors nationwide are partnering with Foundation Copilot to deliver charitable giving solutions to their high-net-worth and ultra-high-net-worth clients and prospects. They recognize that integrating these services into a broader wealth management strategy can help them achieve:
Foundation Copilot delivers industry-leading technology and administrative support for private foundations, donor-advised funds, and planned giving empowering you to serve your most sophisticated clients with a customized philanthropic solution under your own brand.
Private Foundation Technology and Service Partnerships
Bolster client relationships by facilitating their private foundation creation and management. Foundation Copilot works with advisors to offer clients:
Planned Giving Services
Create lasting client legacies with a comprehensive range of planned giving solutions and services
Ideal Prospects
Foundation Copilot can work alongside your firm to implement a turnkey philanthropic program designed to support both clients and prospective donors in their giving efforts.
When assessing your client and prospect base, consider individuals who:
Why Work With Us
We deliver industry-leading technology and solutions for private foundations, donor-advised funds, and planned giving. Here’s how we support you:
Specialized Expertise:
Our team provides deep knowledge across private foundations, donor-advised funds, and planned giving, giving you the confidence to guide clients and prospects in their philanthropic efforts. Experienced Managing Directors across the country are available to answer questions and join client discussions when needed.
Strengthening Your Client Relationships:
You remain the primary advisor and point of contact for your clients, overseeing charitable assets while Foundation Copilot handles the operational support required to run an effective philanthropic program.
End-to-End Support:
From establishing new charitable entities to managing the complex needs of seasoned philanthropists, we handle the details so you and your clients don’t have to.
Comprehensive Outsourced Solutions:
Our flexible, fully outsourced services cover administration, compliance oversight, and advisory support enhanced by web-based tools that allow donors to manage their charitable activities with ease.
Responsive, High-Quality Service:
Your clients benefit from attentive, reliable support, backed by consistently high satisfaction ratings year after year.
Ready to get started?
Foundation Copilot empowers individuals and companies to make a lasting impact through philanthropy. Our innovative technology, paired with philanthropic expertise, helps support and strengthen charitable organizations.
© 2026 All Rights Reserved. Foundation Copilot Philanthropic Services Inc. Foundation Copilot is a registered trademark of Foundation Copilot Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Copilot does not provide banking services; such services are provided by (insert bank name here) or another third-party financial institution.