Philanthropic Advisory
At Nexus Philanthropic, we believe philanthropy should be both deeply personal and profoundly impactful. Our advisory services are designed to connect donors with deserving causes where generosity can achieve the greatest results. We take time to understand your values, vision, and the legacy you want to create. Then we help you identify organizations and initiatives that align with your goals, ensuring every gift is both meaningful and effective.
From structuring donor-advised funds to advising on charitable trusts or major gifts, we provide clear guidance through what can often be a complex landscape. Our role is to simplify decision-making, maximize the impact of your giving, and provide confidence that your generosity is creating real change. Whether you are supporting local nonprofits or engaging in global causes, our mission is to make philanthropy accessible, strategic, and transformative—helping you turn vision into lasting impact.
Charitable Trust Planning
Many Charitable Remainder Trusts (CRTs) are established with the best of intentions but may no longer fit the needs of their income beneficiaries. At Nexus Philanthropic, we specialize in secondary planning solutions that unlock liquidity and flexibility for trustholders. Acting as a trusted intermediary, we connect clients who wish to sell their income interest in an existing CRT with buyers seeking a predictable stream of fixed payments. In exchange for their future payouts, beneficiaries can receive a lump-sum settlement, giving them immediate financial freedom while still honoring the charitable intent of the trust.
For others, we identify opportunities to purchase income streams, creating a unique investment that balances reliable cash flow with philanthropic outcomes. By functioning as a brokerage in this niche market, we provide clients with access, clarity, and tailored solutions in what is often a complex and opaque process. Our goal: make CRTs work better for donors, investors, and charities alike.