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Wealth Advisor/Family Office Membership Application

Simply fill out our online application or, if you prefer, download a PDF form and email/mail it to us with your dues payment.

Depending on the type of entity you represent, we may request additional documentation—such as your IRS determination letter or list of recent grants—in order to process your membership.

If you have questions or need help completing your application, please contact Shira Hodges, Director of Leadership & Advancement, at shira@philanthropynetwork.org or 215-790-9700 x5.

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Please indicate the amount of AUM you your organization in the Greater Philadelphia Region:
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Please explain how your work connects with philanthropy. Describe the nature of the services you provide to clients engaged in philanthropy. Please be as specific as possible.
How many philanthropy-related (i.e., donor) clients do you currently represent in the Greater Philadelphia region? What types of clients are they? If you are able, please provide the names of several sample clients.
Please share your interest(s) in joining Philanthropy Network Greater Philadelphia. In what ways can Philanthropy Network be a benefit to your organization's work (e.g., information resource for clients, learning new skills, connecting with peers, etc.)? What can you contribute as a member of our network?
List names, titles and email addresses for other individuals from your organization that will participate in and receive information about Philanthropy Network activities.