Philanthropic Planning for Clients of Financial Advisors

A trusted advisor for the investments that matter most.

Foundation X works with a variety of advisors and RIAs from across the country to help provide in-depth philanthropic guidance and support. Connecting your clients to the causes they care about deepens both the relationship you have with them and the impact they can have on the world.

We act as an extension of your practice, equipping you with custom philanthropic guidance and outcomes designed to help strengthen your client relationships. Together, we enhance wealth conversations by integrating social impact goals and philanthropic strategy generation into your existing planning.

   

We enhance financial advice.

Our Philanthropic consulting services are designed to empower RIAs and professional financial advisors with in-house philanthropic experts as an extension of your firm and practice. Our focus is social impact, and our goal is to provide a flexible model that enhances your current suite of services and deepens the relationship with your clients

Direct Client Advice

Nonprofit Due Diligence

Philanthropic Strategy Generation

Client-Facing Deliverable Creation

Advisor Training and Education

At Foundation X, we believe that the greatest returns come from the investments you make in others.

Foundation X Team

Extend your team. Enhance your advice.

By partnering with Foundation X, you will instantly onboard a team of philanthropic experts as an extension of your practice. We help you offer personalized giving strategies, support nonprofit due diligence, and translate your clients’ passions into strategic impact.