PROFESSIONAL ADVISORS

We can help your teams deepen client relationships and engage those with climate interest both expressed and unspoken.

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.

Your clients care about climate, especially next gen.

TOP CAUSES BY GENERATION

Where do you see clients, friends and family?

What would support them – and what can they offer others?

Everyone sits somewhere in the Aware and Active Framework of climate and philanthropic engagement. Many are Primed & Ready, driven by current events, and you’ll know some Integrators and Champions.

7 ways to partner

  1. Team introduction and demo

  2. Professional development staff workshop

  3. Lunch-and-learns / interactive talks

  4. Client workshops (plus family and friends)

  5. Specialized support for client service

  6. Recoverable grant climatetech deal flow

  7. Outreach and cultivation events