Nexus Philanthropic Solutions
Philanthropy that works for you.
We empower donors to maximize their impact through modern, flexible giving. Our firm offers donor-advised funds built on secure, white-label infrastructure, paired with expert philanthropic advisory for individuals, families, and advisors. We simplify charitable giving with transparent fees, streamlined compliance, and strategic guidance tailored to each donor’s goals. Whether you’re a wealth manager, entrepreneur, or emerging leader in AI or crypto, we provide the tools and expertise to align generosity with long-term financial strategy.
Our Services
Philanthropic Advisory
We provide personalized philanthropic advisory tailored to your values and goals. By identifying the causes you care about and the organizations that advance them most effectively, we ensure your giving is both meaningful and impactful. Our expertise simplifies complex decisions, helping you maximize your charitable resources while aligning your philanthropy with long-term financial strategy.
Donor Advised Funds
Our donor-advised fund offers a streamlined, tax-efficient platform for charitable giving. With secure infrastructure, professional management, and transparent fees, you can contribute assets, receive an immediate tax deduction, and recommend grants to nonprofits over time. We combine the flexibility of a private foundation with lower costs and fewer administrative burdens, allowing you to focus on impact while we handle compliance, custody, and reporting.
CRT Liquidity Review
We offer confidential evaluations for individuals receiving income from Charitable Remainder Trusts (CRTs). If you’d prefer a lump sum now instead of ongoing payments, our team can assess your trust and provide a fair-market offer within days—without affecting the charitable remainder. Ideal for retirees, heirs, or those seeking flexibility, our reviews are free and non-binding. Discover how to unlock your CRT’s value today while preserving its philanthropic intent.