Company lists · Data refreshed September 2026
Top 25 Charitable giving advisors based in the United States
RevenueBase identified 741 charitable giving advisors headquartered in the United States as of September 2026 and tracks 6,667 professional contacts across them, including 3,369 with verified work emails. New York is the largest hub.
This list covers charitable giving advisors headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest charitable giving advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 461 contacts → | ||||
Partial evidence “Fidelity Charitable® is an independent 501(c)(3) public charity that has helped donors support over nonprofit organizations with over $118 billion in grants with our donor-advised…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 378 contacts → | ||||
Indirect evidence “Ren is a driving force that powers people, ideas, and institutions for good.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 296 contacts → | ||||
Indirect evidence “At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 268 contacts → | ||||
Indirect evidence “As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 258 contacts → | ||||
Indirect evidence “National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 227 contacts → | ||||
Partial evidence “Arabella Advisors is a professional services firm that provides administrative, operational, and strategic support to nonprofits, foundations, and individual donors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 170 contacts → | ||||
Strong evidence “Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 136 contacts → | ||||
Partial evidence “AmPhil exists to promote the art of civil association by helping philanthropists, charitable foundations, and nonprofit organizations grow and flourish through practical guidance…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 132 contacts → | ||||
Partial evidence “Vanguard Charitable is a leading U.S.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 99 contacts → | ||||
Indirect evidence “Orr Group was born out of a need for event management and fundraising support in the philanthropic sector.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 95 contacts → | ||||
Indirect evidence “Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 89 contacts → | ||||
Indirect evidence “Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 88 contacts → | ||||
Indirect evidence “The Greater Kansas City Community Foundation has ranked among the top 1 percent of community foundations in America since delivering innovative products and services that make…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 79 contacts → | ||||
Indirect evidence “Marts & Lundy serves as a trusted partner to mission-driven organizations whose bold aspirations are realized through the power of philanthropy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 77 contacts → | ||||
Partial evidence “The Columbus Foundation is The Trusted Philanthropic Advisor® to more than individuals, families, and businesses that have created unique funds and planned gifts to make a…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 75 contacts → | ||||
Indirect evidence “The Signatry inspires and facilitates revolutionary biblical generosity across generations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 66 contacts → | ||||
Indirect evidence “Community Foundation of Middle Tennessee (CFMT) connects generosity with need.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 64 contacts → | ||||
Indirect evidence “Lautman Maska Neill & Company is an award-winning direct response consulting firm specializing in fully-integrated fundraising exclusively for nonprofits.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 59 contacts → | ||||
Indirect evidence “Graham-Pelton is the fundraising consulting firm chosen by leading nonprofits worldwide.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 54 contacts → | ||||
Indirect evidence “Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 54 contacts → | ||||
Indirect evidence “BDO FMA exists to build a community of individuals with the confidence and skills to lead organizations that change the world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 54 contacts → | ||||
Indirect evidence “Cargill Associates is a full-service national fundraising consulting firm committed to tailoring carefully designed programs to meet the needs of each client.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 49 contacts → | ||||
Indirect evidence “Coxe Curry & Associates is the Atlanta consulting firm creating the strategies and connections that help nonprofits thrive.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 45 contacts → | ||||
Partial evidence “The ELMA Philanthropies provides philanthropic advisory services to the ELMA Group of Foundations from offices in New York, Cape Town, Johannesburg, and Kampala.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 43 contacts → | ||||
Indirect evidence “Co-founded by Bob Carter and Steve Higgins in 2011, Carter selects its team members from the nation’s most respected nonprofit professionals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: charitable giving advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names charitable giving advisors.
- Partial evidence
- Its own public description names part of charitable giving advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name charitable giving advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 741 charitable giving advisors based in the United States
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Charitable giving advisors based in the United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 741 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among charitable giving advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “charitable giving advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names charitable giving advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among charitable giving advisors, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 3,369 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Charitable giving advisors by metro
- Charitable giving advisors in New York45
- Charitable giving advisors in Chicago29
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names charitable giving advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many charitable giving advisors are there based in the United States?
RevenueBase identified 741 charitable giving advisors headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Fidelity Charitable, headquartered in Covington, tops this list with the largest team on record.
Which city has the most charitable giving advisors?
New York leads with 45 headquartered companies, followed by Chicago (29) and Washington (24).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 3,369 verified decision-maker contacts tracked across these 741 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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