Professional Advisor Network

Targeted Customer Base. Grow Your Practice. Increase Your Impact.

Financial Advisors

As a financial advisor, clients rely on your expertise to guide their financial journeys. In an increasingly competitive market, it’s essential that you have extensive customer base that is targeted towards the churches and charities you value. Consider becoming a part of the MortarStone Charitable Professional Advisor Network.
MortarStone Charitable acts as a conduit where professional advisors in the local church and givers can find one another to further advance the kingdom.
Do you currently attend a church and or participate in giving through a charity? Let us help you identify the givers associated with these same organizations. As a part of the MortarStone Charitable Professional Advisors Network, you business listing will be placed on our site for givers in your area to locate and contact.
To become a part of our Professional Advisor Network, please fill in the form below. We will process the information with your local church and or charity and communicate your acceptance.

Become a part of the MortarStone Charitable Professional Advisor Network – fill out this form to apply.

Advisor Products & Services

Giving Funds

A Giving Fund (donor-advised fund) is a simple alternative to a private foundation for your clients. They make gifts into the Fund, invest the balance for growth (including separately managed options), and then go online to recommend grants to charities.

Non Cash Giving

Our team specializes in helping your clients give appreciated assets such as stocks, business interests, and real estate. We receive and liquidate the asset and place the net proceeds into their Giving Fund, and then they go online to recommend grants to their favorite causes.

Impact Investing

Expand your client’s Kingdom impact with contributions that also pay recurring income to their families. Integrate your client’s investments for longterm generosity plans.