With Grateful Giving, McGill Junge Wealth Management transformed its client gifting from sending a "one-size-fits-all" gift into a personalized and meaningful gesture that aligned with the company's philanthropic values and its clients' generosity. It was a natural fit. The MJWM team was already discussing philanthropy as part of financial plans, and Grateful Giving extended those charitable giving passions through MJWM's client birthday gifts.
McGill Junge Wealth Management recommends Grateful Giving for other financial advisors and companies that do a lot of client gifting. Using Grateful Giving made the complete client gifting process more manageable for the company and strengthened relationships with its clients by supporting nonprofits that mattered to them. Furthermore, it changed MJWM's approach to its own philanthropic efforts.
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