Susan works with Front Line Advisors to enhance their client relationships using Philanthropy as a tool.


Susan helps professional advisors understand the value of bringing philanthropy and legacy-thinking to their practice and to their clients. 


connecting with philanthropy

usan connects personally and powerfully through the Philanthropy Formula. She shares this tool with advisors to guide them toward their own personal philanthropic passions.

When advisors have their own experience in creating their philanthropic vision and have asked and answered the question: "What will my legacy be?" they are able to work with clients in a more meaningful, personal and impactful way.

Creating with Philanthropy

The Philanthropy Formula makes it possible for any person to create meaningful and lasting change locally or globally. Susan's Philanthropy Formula has helped countless advisors connect with clients and realize their philanthropic dreams


working with philanthropy

Susan's Philanthropy Formula gives financial advisors, lawyers and accountants a tool that they can use to connect personally to their clients.

This tool helps advisors form unique bonds with current and prospective clients that help to strengthen existing ties and establish new relationships.

Advisors use Susan's proven method to set themselves and their services apart by bringing her in to conduct a Legacy Workshop with a family, or with a small group of clients, or for a customer appreciation session.


Learn More about Philanthropy Advising with Susan Axelrod

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