The philanthropy conversation your clients most want to have.
4Impact partners with financial advisors, estate attorneys, CPAs, and family offices to lead the charitable-giving conversations your clients are already trying to have — about values, legacy, the next generation, and what their money is for.
Your clients want more than a DAF and a deduction.
You hear the questions in meetings. How do I bring my kids into this? Where should this windfall go? Which causes are actually making a difference? Did we set up the foundation the right way — or just the easy way?
These are the conversations that turn a financial relationship into a lifelong one. They are also, often, the conversations no one in the room is fully equipped to lead. That's where we come in — not to replace you, but to make the meeting better.
Three ways we partner with your practice.
-
We serve your clients under your firm's name. You stay close to the family; we deliver the values discovery, research, and stewardship. Useful for RIAs and family offices who want to offer real philanthropic guidance without building an in-house practice.
-
Your client needs deeper charitable strategy than a planning conversation can hold. You introduce them to 4Impact; we do the philanthropy work and send them back to you for the vehicles, tax strategy, and estate structuring. No competing with you. No losing the client.
-
Bring 4Impact into specific moments — a values conversation, a next-generation meeting, a foundation strategy session, a post-liquidity giving plan. We show up as the named philanthropy specialist on your team.
Not sure which fits? Most of our advisor partnerships begin with a single client and grow from there.
Why advisors partner with 4Impact.
-
Charitable giving is one of the few topics where clients want to talk about who they are, not just what they own. Leading these conversations well is what turns a wealth advisor into a trusted family advisor — for this generation and the next.
-
Family giving is one of the most effective ways to bring heirs into the relationship early — long before the wealth transfer. We help you make that happen naturally.
-
4Impact doesn't sell products, manage assets, or take commissions. We are a specialist who makes your work look — and feel — even more thoughtful to the client.
-
Our process includes a dedicated step where the client sits down with you to set the giving budget and vehicle. We expect to collaborate with your team, not work around it.
A clear four-step process
Strategy session. We start with values. What matters to the family, what they hope their giving will say, and what kind of donor they want to be. The output is a written charitable giving mission statement.
Budget & structure. With you and the client, we determine the right giving amount and vehicle — DAF, private foundation, direct giving, or a blend.
Research & recommendations. We bring back a curated, evidence-informed shortlist of nonprofits aligned with the client's mission and giving capacity.
Stewardship & impact. We stay involved — monitoring outcomes, refreshing the plan annually, and helping the family see what their generosity is making possible.
About Matt Rubinoff
Matt founded 4Impact after two decades in the social sector as a nonprofit founder, executive, and strategy consultant. He holds certificates from Stanford University's Effective Philanthropy for Advisors program and Georgetown University's Nonprofit Management Executive program, and is a graduate of Emory University, where he was a Kenneth Cole Community Building and Social Change Fellow. He lives in San Clemente, California with his wife and three children.
Let's talk about the families you serve.
A 20-minute conversation. No deck, no pitch. Bring a client situation you've been thinking about, and we'll show you how 4Impact would approach it.
