Offer charitable giving under your own brand.
A flexible charitable giving solution for wealth firms, advisory teams, and family-office-style practices.
Support strategic giving conversations while maintaining your client relationships and branded experience — without building the charitable infrastructure yourself.
Powered behind the scenes by GiveWise and FlightPath.
A branded charitable giving experience — powered behind the scenes.
This model allows firms to offer charitable giving as part of their client experience under their own brand, while GiveWise and FlightPath manage the infrastructure, administration, compliance, and operational support behind the scenes.
Rather than building a charitable platform internally, firms can provide clients with a simple, modern, and flexible giving experience that integrates naturally into wealth, estate, tax, and legacy planning conversations.
Your Firm
- Client relationship
- Branding & experience
- Advisory conversations
- Philanthropic planning support
GiveWise / FlightPath
- Charitable infrastructure
- Administration & compliance
- Donation processing
- Tax receipting
- Grant disbursements
- Platform support
Built for firms already having these conversations.
Designed for wealth firms, advisory teams, multi-advisor practices, family-office-style firms, and professionals supporting tax, estate, legacy, or philanthropic planning conversations.
Wealth firms
Advisory teams
Multi-advisor practices
Family-office-style practices
Tax & estate professionals
Why charitable giving is becoming part of the modern client experience.
Many firms are already having conversations around philanthropy, legacy, tax efficiency, business transitions, and generational wealth transfer.
Clients increasingly want guidance around charitable giving — but many firms do not want the complexity of building or administering a charitable structure internally.
Central Relationships
Keep the advisor-client relationship central to every conversation.
Additional Value
Offer additional value to clients within your wealth ecosystem.
Strategic Dialogues
Support strategic giving conversations naturally and efficiently.
Simplify Admin
Completely delegate complex backend compliance and operations.
Flexible Giving
Enable flexible charitable giving using various fund options.
Holistic Planning
Enhance holistic tax, estate, and legacy planning structures.
Branded Client Experience
Offer a modern branded experience that carries your name, logo, and visual identity seamlessly.
Simple for firms. Simple for clients.
Here is how our seamless partnership model operates to bring white-labeled giving to your practice.
Your firm introduces charitable giving as part of the client conversation.
Incorporate philanthropic strategy into estate planning, tax planning, business sales, or generational wealth transfers without worrying about processing overhead.
Clients access a branded giving experience connected to your firm.
Clients log into a modern portal featuring your brand's colors and logo, keeping your firm front-and-center during their giving journey.
GiveWise and FlightPath handle administration, processing, compliance, and support behind the scenes.
From complex donation receipting and tax compliance reporting to sending grants to chosen charities, we ensure operational excellence.
Advisors remain central to the relationship while clients gain a flexible charitable giving solution.
You keep full client visibility and AUM options while offering institutional-grade donor-advised funds (DAFs).
Explore the sample partner experience.
The sample experience demonstrates how charitable giving could appear within a firm’s ecosystem — including branded donor experiences, giving workflows, and advisor-facing tools.
This is not a standalone charitable platform replacing the firm relationship. It is a charitable giving layer designed to support and enhance it.
Preview the Westwyn Ridge sample experience and demo portal.
Interested in exploring a branded charitable giving experience?
Let’s walk through how this structure fits into your firm’s brand and advisory workflows.