We can help your teams deepen client relationships and engage those with climate interest both expressed and unspoken.
Everyone sits somewhere in the Aware & Active framework [link to slide 9 content!] of climate and philanthropic engagement. Many are Primed & Ready, driven by current events, and you’ll know some Integrators and Champions; dig in and look.
FOR PROFESSIONAL ADVISORS
Gain knowledge and tools to:
Spark meaningful client conversations with tips and activities such as the Currents cards
Expand family and next gen connections to support their specific interests, with dedicated next gen experiences available
Get up to speed on climate’s state of play with a curated tour of trends and projections
Find trusted and creative giving options and ideas to inspire new activity
Use recoverable grants to engage the exciting world of climatetech – particularly compelling to clients interested in startups, innovation and investing
Quickly navigate a new impact ecosystem, using the OnRamp tool to find a variety of resources.
7 ways to partner
Team introduction and demo
Professional development staff workshop
Lunch-and-learns / interactive talks
Client workshops (plus family and friends)
Specialized support for client service
Recoverable grant climatetech deal flow
Outreach and cultivation events
Our interactive talks for client outreach
for new conversations: Your New Superpower: how creative climate giving supports hope, relationships and change today
for family: Clime Together: new climate conversations, giving and hope for the whole family.
for climatetech investing w/ grants: Powerful Giving: the fun and upside of supporting climatetech ventures and impact.