Partner with Elevate.gift

Streamline your clients' charitable giving with professional tools and reporting

Impact Tracking

Professional reports for clients

Client Management

Manage multiple portfolios

Tax Optimization

Automated documentation

Analytics

Portfolio-level insights

Wealth Manager Application

Tell us about your firm and practice

Firm Information

Primary Contact

Regulatory Information

Charitable Giving Experience

What happens next?

  1. 1. Our partnerships team will review your application
  2. 2. We'll schedule a demo tailored to your practice
  3. 3. Discuss commission structure and terms
  4. 4. Complete onboarding and training
  5. 5. Begin managing client charitable giving