In some ways this level of advising was what @Spencer R. Ericson 🔸 was trying to do with SoGive. Although, they’ve now pivoted as I think there was not sufficient interest or willingness to pay from this size of donor. See this post on SoGive’s expanded advising and custom research service (I think now outdated).
In some ways this level of advising was what @Spencer R. Ericson 🔸 was trying to do with SoGive. Although, they’ve now pivoted as I think there was not sufficient interest or willingness to pay from this size of donor. See this post on SoGive’s expanded advising and custom research service (I think now outdated).