Estate attorneys
Bequest coordination, testamentary DAFs, CRT support, and clean documentation for the file.
For advisors
Your clients give. We make sure it works.
Paramount Impact is the philanthropic operating partner for estate attorneys, CPAs, wealth managers, and family office advisors — conflict-free infrastructure with full documentation and no AUM-style fees.
CPAs & tax advisors
Deduction documentation, QCD facilitation, Form 8283 acknowledgments, and 990-PF guidance.
Wealth managers
Appreciated securities transfers, DAF funding at liquidity events, and advisor-first communication.
How we partner
- No referral fees, finder's fees, or commissions
- We do not replace your client relationship
- You set communication preferences — we copy you by default
- IRS acknowledgments, 8283 donee forms, transfer confirms
- Use our CRT Calculator before client meetings
- QCD facilitation that does not route to a DAF incorrectly
Ready to introduce a client?
We'll start with a brief advisor call, then coordinate intake on your timeline.