Enhance Your Offering
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How Do You Make an Impact?
As a financial planner or advisor you may come across different client situations that are outside your limits. If you are a professional who helps companies and individuals create a program to meet long-term financial goals as a financial planner or helps manage your clients money including investments and other accounts a financial advisor you have come to the right place. InvestinK can help you navigate planned giving opportunities that suits best for your client immediate and long-term needs. If you provide such services we would like to hear from you as well.
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Your Specific Situation
Are you a fee-only financial planner and a registered investment advisor with a fiduciary responsibility to act in your clients’ best interest? Or are you a commission-based agent or a broker? Have you come across a client situation that would benefit a giving scenario that they value. You can now benefit from InvestinK marketplace. We work with several planned giving opportunities from DAF, endowments, beneficiary gifts to simple, non-tax related gifts to enhance your services.03
Charitable & Planned Giving
If you like to enhance your understanding and services in the charitable giving space for your clients along with your asset management skills InvestinK marketplace provides a variety of offerings. You can receive and also provide services in the charitable and planned giving space through InvestinK platform
Get a Free Consultation
If you are ready to take the first step simply fill out the form with some basic information about your project and non-profit organization. Once your request is processed and vetted we match with interested donors. Depending on your state and country if further interested one of our registered specialists will be in touch with you.
InvestinK Giving Marketplace.
Investink is a unique giving marketplace which brings donors to the right giving opportunities from a donor’s perspective. We do this through partnering with kingdom impact non-profits and financial advisors and specialists in the giving space.