Are there any organizations out there that would describe their niche as advising for small/medium-sized donors? I can’t think of any, and I’m wondering why not. I’m not exactly sure what organizations that claim to advise large donors actually do, but it seems plausible that some things are also effective for smaller donors just because there are larger numbers of those. I’m thinking of, for instance:
tl;dr is (1) a lot of evaluators will do this for their cause area (can’t speak to every one but Giving Green is happy to advise donors of any size, just shoot us an email); (2) look into giving circles inside or outside EA
I’d add that it’s probably worth seeking a financial advisor for the tax law and will writing type questions—a lot of EA advisories offer free initial services, but I’ve been told that total assets >100k is generally the point at which it makes sense to find an advisor
Are there any organizations out there that would describe their niche as advising for small/medium-sized donors? I can’t think of any, and I’m wondering why not. I’m not exactly sure what organizations that claim to advise large donors actually do, but it seems plausible that some things are also effective for smaller donors just because there are larger numbers of those. I’m thinking of, for instance:
tax law advice for effective giving
will writing advice
compiling resources on charity evaluations
conducting charity evaluations
there was a post about this last year: https://forum.effectivealtruism.org/posts/oFcLqTETnC8rajxeg/advisors-for-smaller-major-donors
tl;dr is (1) a lot of evaluators will do this for their cause area (can’t speak to every one but Giving Green is happy to advise donors of any size, just shoot us an email); (2) look into giving circles inside or outside EA
I’d add that it’s probably worth seeking a financial advisor for the tax law and will writing type questions—a lot of EA advisories offer free initial services, but I’ve been told that total assets >100k is generally the point at which it makes sense to find an advisor
Can you define the class of “small/medium-sized donors” you have in mind? That means different things to different people.
I was being purposely kind of vague, but let’s say people donating <100k a year? Whatever’s too small for the organizations that advise large donors.