Company lists · Data refreshed November 2026
Top 25 Charitable planning advisors based in the United States
RevenueBase identified 522 company matches for charitable planning advisors associated with the United States as of November 2026 and tracks 6,264 professional contacts across them, including 3,044 with verified work emails. New York is the largest hub.
This list covers company matches for charitable planning advisors associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 planning advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 505 contacts → | ||||
Exact match “For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 491 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 418 contacts → | ||||
Exact match “Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 302 contacts → | ||||
Exact match “At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 289 contacts → | ||||
Exact match “National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 190 contacts → | ||||
Exact match “Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 164 contacts → | ||||
Exact match “Vanguard Charitable is a leading U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 98 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 94 contacts → | ||||
Exact match “Orr Group is a nonprofit consulting firm specializing in the business of philanthropy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 84 contacts → | ||||
Exact match “The Signatry inspires and facilitates revolutionary biblical generosity across generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 79 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 79 contacts → | ||||
Exact match “Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 72 contacts → | ||||
Exact match “Community Foundation of Middle Tennessee (CFMT) connects generosity with need.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 62 contacts → | ||||
Exact match “Halbert Hargrove is a financial advisory firm that is dedicated to helping individuals and families meet their long-term financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 57 contacts → | ||||
Exact match “PG Calc has been the leading name in planned giving software for nearly 40 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 55 contacts → | ||||
Exact match “The Philanthropy Roundtable is a national association of individual donors, corporate giving officers, and foundation trustees and staff.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 54 contacts → | ||||
Exact match “At Gladstone Wealth Partners, we strive to give the best service in all financial matters.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 51 contacts → | ||||
Exact match “Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 44 contacts → | ||||
Exact match “Since 1976, Barnabas Foundation has helped thousands of generous Christians give more effectively to the churches and ministries close to their hearts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 42 contacts → | ||||
Exact match “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 42 contacts → | ||||
Exact match “BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 40 contacts → | ||||
Exact match “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 36 contacts → | ||||
Exact match “McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 35 contacts → | ||||
Exact match “At Faithward Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 34 contacts → | ||||
Exact match “The Philanthropic Initiative (TPI) helps companies, foundations, families and individuals find innovative ways to maximize the impact of their giving.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “charitable planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 522 charitable planning advisors based in the United States
See the full list, filter by size, metro and specialty, and access 3,044 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Charitable planning advisors based in the United States at a glance
As of Nov 6, 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 522 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “charitable planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 3,044 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “charitable planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many charitable planning advisors are there based in the United States?
RevenueBase identified 522 company matches for charitable planning advisors associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Blue Trust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most charitable planning advisors?
New York leads with 24 company records, followed by Chicago (13) and Los Angeles (11).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,044 professional contacts with verified work emails tracked across these 522 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 522 charitable planning advisors based in the United States. Start with a free account, no credit card.
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Charitable planning advisors by geography
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Charitable planning advisors based in Canada
- Charitable planning advisors based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 charitable planning advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 522 matching company records for charitable planning advisors based in the United States, with 6,264 tracked contacts and 3,044 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 charitable planning advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Blue Trustbluetrust.comHQ: Alpharetta, TN, United StatesReported employees: 201-500 | Alpharetta, TN, United States | 201-500 | Exact match | 505 contacts → |
“For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fidelity Charitablefidelitycharitable.orgHQ: Boston, KY, United StatesReported employees: 501-1,000 | Boston, KY, United States | 501-1,000 | Exact match | 491 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RENreninc.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 418 contacts → |
“Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  National Christian Foundationncfgiving.comHQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 302 contacts → |
“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  National Philanthropic Trustnptrust.orgHQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Global Impactcharity.orgHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 190 contacts → |
“Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Vanguard Charitablevanguardcharitable.orgHQ: Southeastern, PA, United StatesReported employees: 51-200 | Southeastern, PA, United States | 51-200 | Exact match | 164 contacts → |
“Vanguard Charitable is a leading U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Greater Kansas City Community Foundation Greater Horizonsgrowyourgiving.orgHQ: Kansas City, MO, United StatesReported employees: 51-200 | Kansas City, MO, United States | 51-200 | Exact match | 98 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ORR Grouporrgroup.comHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 94 contacts → |
“Orr Group is a nonprofit consulting firm specializing in the business of philanthropy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Signatrythesignatry.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 84 contacts → |
“The Signatry inspires and facilitates revolutionary biblical generosity across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Columbus Foundationcolumbusfoundation.orgHQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 79 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  American Endowment Foundationaefonline.orgHQ: Hudson, OH, United StatesReported employees: 51-200 | Hudson, OH, United States | 51-200 | Exact match | 79 contacts → |
“Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Nashville, TN, United StatesReported employees: 11-50 | Nashville, TN, United States | 11-50 | Exact match | 72 contacts → |
“Community Foundation of Middle Tennessee (CFMT) connects generosity with need.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Halbert Hargrovehalberthargrove.comHQ: Long Beach, WA, United StatesReported employees: 11-50 | Long Beach, WA, United States | 11-50 | Exact match | 62 contacts → |
“Halbert Hargrove is a financial advisory firm that is dedicated to helping individuals and families meet their long-term financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  PG Calcpgcalc.comHQ: Cambridge, MA, United StatesReported employees: 11-50 | Cambridge, MA, United States | 11-50 | Exact match | 57 contacts → |
“PG Calc has been the leading name in planned giving software for nearly 40 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Philanthropy Roundtablephilanthropyroundtable.orgHQ: Washington, DC, United StatesReported employees: 11-50 | Washington, DC, United States | 11-50 | Exact match | 55 contacts → |
“The Philanthropy Roundtable is a national association of individual donors, corporate giving officers, and foundation trustees and staff.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Gladstone Wealth Partnersgladstonewealth.comHQ: Bedminster, NJ, United StatesReported employees: 11-50 | Bedminster, NJ, United States | 11-50 | Exact match | 54 contacts → |
“At Gladstone Wealth Partners, we strive to give the best service in all financial matters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Legacy Private Trust Companylptrust.comHQ: Neenah, WI, United StatesReported employees: 11-50 | Neenah, WI, United States | 11-50 | Exact match | 51 contacts → |
“Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Barnabas Foundationbarnabasfoundation.orgHQ: Crete, IL, United StatesReported employees: 11-50 | Crete, IL, United States | 11-50 | Exact match | 44 contacts → |
“Since 1976, Barnabas Foundation has helped thousands of generous Christians give more effectively to the churches and ministries close to their hearts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ehrenkranz Partners LPeplp.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 42 contacts → |
“Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  BKA Financial, A Simplicity Companybkafinancial.comHQ: Summit, NJ, United StatesReported employees: 51-200 | Summit, NJ, United States | 51-200 | Exact match | 42 contacts → |
“BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Essex Financialessex.financialHQ: Essex, CT, United StatesReported employees: 11-50 | Essex, CT, United States | 11-50 | Exact match | 40 contacts → |
“Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mchenry Advisersmchenry-advisers.comHQ: New Albany, OH, United StatesReported employees: 11-50 | New Albany, OH, United States | 11-50 | Exact match | 36 contacts → |
“McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Faithward Advisors, LLCfaithwardadvisors.comHQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 35 contacts → |
“At Faithward Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 34 contacts → |
“The Philanthropic Initiative (TPI) helps companies, foundations, families and individuals find innovative ways to maximize the impact of their giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 522 company matches
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Charitable planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
522 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 522 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for charitable planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many charitable planning advisors did RevenueBase find based in the United States?
The saved snapshot records 522 matching company records, 6,264 tracked contacts and 3,044 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Charitable planning advisors by geography
Cite this list
RevenueBase Data Team. Top 25 charitable planning advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/charitable-planning-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Charitable planning advisors based in Canada
- Charitable planning advisors based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 charitable planning advisors based in the United States
RevenueBase records 522 matching company records for charitable planning advisors based in the United States, with 6,264 tracked contacts and 3,044 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 charitable planning advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Blue Trustbluetrust.com HQ: Alpharetta, TN, United StatesReported employees: 201-500 | Alpharetta, TN, United States | 201-500 | Exact match | 505 contacts → |
“For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fidelity Charitablefidelitycharitable.org HQ: Boston, KY, United StatesReported employees: 501-1,000 | Boston, KY, United States | 501-1,000 | Exact match | 491 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RENreninc.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 418 contacts → |
“Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | National Christian Foundationncfgiving.com HQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 302 contacts → |
“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | National Philanthropic Trustnptrust.org HQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Global Impactcharity.org HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 190 contacts → |
“Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vanguard Charitablevanguardcharitable.org HQ: Southeastern, PA, United StatesReported employees: 51-200 | Southeastern, PA, United States | 51-200 | Exact match | 164 contacts → |
“Vanguard Charitable is a leading U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Greater Kansas City Community Foundation Greater Horizonsgrowyourgiving.org HQ: Kansas City, MO, United StatesReported employees: 51-200 | Kansas City, MO, United States | 51-200 | Exact match | 98 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ORR Grouporrgroup.com HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 94 contacts → |
“Orr Group is a nonprofit consulting firm specializing in the business of philanthropy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Signatrythesignatry.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 84 contacts → |
“The Signatry inspires and facilitates revolutionary biblical generosity across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Columbus Foundationcolumbusfoundation.org HQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 79 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | American Endowment Foundationaefonline.org HQ: Hudson, OH, United StatesReported employees: 51-200 | Hudson, OH, United States | 51-200 | Exact match | 79 contacts → |
“Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Nashville, TN, United StatesReported employees: 11-50 | Nashville, TN, United States | 11-50 | Exact match | 72 contacts → |
“Community Foundation of Middle Tennessee (CFMT) connects generosity with need.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Halbert Hargrovehalberthargrove.com HQ: Long Beach, WA, United StatesReported employees: 11-50 | Long Beach, WA, United States | 11-50 | Exact match | 62 contacts → |
“Halbert Hargrove is a financial advisory firm that is dedicated to helping individuals and families meet their long-term financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | PG Calcpgcalc.com HQ: Cambridge, MA, United StatesReported employees: 11-50 | Cambridge, MA, United States | 11-50 | Exact match | 57 contacts → |
“PG Calc has been the leading name in planned giving software for nearly 40 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Philanthropy Roundtablephilanthropyroundtable.org HQ: Washington, DC, United StatesReported employees: 11-50 | Washington, DC, United States | 11-50 | Exact match | 55 contacts → |
“The Philanthropy Roundtable is a national association of individual donors, corporate giving officers, and foundation trustees and staff.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Gladstone Wealth Partnersgladstonewealth.com HQ: Bedminster, NJ, United StatesReported employees: 11-50 | Bedminster, NJ, United States | 11-50 | Exact match | 54 contacts → |
“At Gladstone Wealth Partners, we strive to give the best service in all financial matters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Legacy Private Trust Companylptrust.com HQ: Neenah, WI, United StatesReported employees: 11-50 | Neenah, WI, United States | 11-50 | Exact match | 51 contacts → |
“Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Barnabas Foundationbarnabasfoundation.org HQ: Crete, IL, United StatesReported employees: 11-50 | Crete, IL, United States | 11-50 | Exact match | 44 contacts → |
“Since 1976, Barnabas Foundation has helped thousands of generous Christians give more effectively to the churches and ministries close to their hearts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ehrenkranz Partners LPeplp.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 42 contacts → |
“Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BKA Financial, A Simplicity Companybkafinancial.com HQ: Summit, NJ, United StatesReported employees: 51-200 | Summit, NJ, United States | 51-200 | Exact match | 42 contacts → |
“BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Essex Financialessex.financial HQ: Essex, CT, United StatesReported employees: 11-50 | Essex, CT, United States | 11-50 | Exact match | 40 contacts → |
“Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mchenry Advisersmchenry-advisers.com HQ: New Albany, OH, United StatesReported employees: 11-50 | New Albany, OH, United States | 11-50 | Exact match | 36 contacts → |
“McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Faithward Advisors, LLCfaithwardadvisors.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 35 contacts → |
“At Faithward Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 34 contacts → |
“The Philanthropic Initiative (TPI) helps companies, foundations, families and individuals find innovative ways to maximize the impact of their giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 522 company matches
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Charitable planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
522 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 522 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for charitable planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many charitable planning advisors did RevenueBase find based in the United States?
The saved snapshot records 522 matching company records, 6,264 tracked contacts and 3,044 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Charitable planning advisors by geography
Cite this list
RevenueBase Data Team. Top 25 charitable planning advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/charitable-planning-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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