For advisors

Be found by the people already looking for you.

Advisors across 8 specialties on Charitable Leak — one verified home, matched requests, and your own back office.

Matched, not mass-marketed

People describe what they need; we match on your specialties, the people you serve and how you meet. They choose you.

48-hour requests

When someone asks you to reach out, you have 48 hours. Respond, mark the stage, add notes, set the follow-up.

Your CRM back office

Every request and donor in one pipeline — new, contacted, booked, won.

Programs & events

Sessions, group programs, workshops and online courses on your profile and in Events.

Credentials shown clearly

Licenses, certifications and trainings listed plainly, as you provide them.

A network behind you

Part of a network of sister sites — refer out with confidence, receive referrals in.

Simple plans

No per-lead fees, ever. Your plan sets how many specialties you can be matched on.

Free listing

Free

Be found in the advisor directory

3 specialties

  • Profile page in the advisor directory
  • Up to 3 specialties
  • Appear in the directory and search
  • Upgrade any time to reserve a territory
Start free

ZIP Exclusive

$1,500/mo

Every referral in your ZIP code — exclusively yours

8 specialties

  • The only advisor receiving referrals in your ZIP code
  • Featured placement for your ZIP
  • All 8 specialties
  • Referral alerts by email
Choose ZIP Exclusive

5 ZIP Codes

$4,500/mo

Five ZIP codes of your choice — exclusively yours

8 specialties

  • Exclusive referrals across 5 ZIP codes you choose
  • Featured placement across your ZIP codes
  • All 8 specialties
  • Referral alerts by email
Choose 5 ZIP Codes

State Exclusive

$7,500/mo

Every referral in your state — exclusively yours

8 specialties

  • The only advisor receiving referrals in your state (ZIP holders keep their ZIPs)
  • Featured statewide placement
  • All 8 specialties
  • Referral alerts by email
Choose State Exclusive
Our standards. Advisors describe their work honestly: no guaranteed results, no claims beyond your license or training. When a donor needs something outside your scope, refer them on — every advisor here is expected to.

Your next step

You don’t have to figure it out alone.

Tell us what you’re looking for and we’ll connect you with advisors and resources that fit — privately, at your pace.