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For Attorneys & Financial Advisors
How to InterAct
InterAct for Change is a 501(c)(3) organization that works with people and nonprofits with a strong desire to achieve measurable results through charitable giving and venture philanthropy.
Philanthropy is Changing
Donors today want to give more than money—they seek to solve problems. They are focused on issues rather than institutions. They are willing to take risks and try ideas. As quoted in High Impact Philanthropy, by Kay Sprinkel Grace and Alan L. Wendroff, donors are focused on “funding change, not charity.” They want to give time, talent, and resources, often in collaboration with other active, passionate givers to maximize impact.
At InterAct for Change, our clients are partners in the giving process. We work with individuals and families, corporate and private foundations, entrepreneurs and emerging philanthropists, and nonprofits looking for a philanthropic partner.
Benefits to Advisors
As an advisor, you can trust that clients you refer to InterAct for Change will be handled professionally by experienced staff. Our organizational values and confidential services create a culture that offers a superlative philanthropic experience for your clients. In short, InterAct for Change provides:
- A personalized continuum of care—from your office to ours.
- A seamless feedback loop with clients you refer.
- Ease of administration and a structural framework to carry out the client's philanthropic goals.
- InterAct for Change does not provide legal, financial, tax, or investment advice.
As an advisor, you maintain your primary advisory relationship with your clients. InterAct for Change's scope of work varies, based on your client's charitable needs and goals. Call Dan Geeding or Don Hoffman at (513) 458-6680 to refer your clients to InterAct for Change.
What We Do
- Identify, ignite, and guide passions and ideas into active giving strategies.
- Provide seamless services and support for the implementation of giving strategies.
- Connect and leverage a client's passions, interests, resources, and capabilities.
- Work with personal and professional advisors in a holistic way to achieve the client's goals.
Deliverables
- Privacy and confidentiality.
- “Back-office” staff support for foundations, corporations, individuals, and nonprofit organizations.
- Innovative, sustainable solutions across a full spectrum of issues and causes.
- Opportunities to collaborate with diverse partners.
- Accountability and results based on clear goals and strategies.
- Technology for grants management, tax reporting, annual reports, etc.
- Assistance in connecting with national and international resources.
Key Information
InterAct for Change is a 501(c)(3) organization that is a 509(a)(1) public charity, governed by a volunteer Board of Directors. Our tax identification number is 30-0065901.