Why Work with Patterson Advisors

For the same reason you work with your financial planner, your accountant or your estate attorney you might work with a philanthropic advisor.

Working with an Advisor like myself, or others, can save you time, money and effort.

We can help:

• Coordinate with advisors / financial planning experts

• Refine or design a plan

• Support and facilitate family discussions

• Identify giving opportunities.

• Find other aligned funders and learning partners. 

So why would someone pay a Philanthropic Advisor to help them give money away?

Actually you don’t necessarily need to. If you work with a national or a local donor advised fund they have planning tools similar to the ones I provide for my clients.

However, Philanthropic Advisors, like your other wealth advisors, have knowledge, expertise and connections that help you cut through the noise and build a customized strategy that aligns with your goals providing you with confidence that your giving and volunteering is truly making a difference.