SmartAdvisor
Personalized, Evidence-Based Giving Guidance
Unsure where to give, how much to give, or what will make the biggest difference? SmartAdvisor helps you move forward with confidence by guiding you toward high-impact giving decisions with ease.
Built on the same research, principles, and advising practices that guide our experts, this tool brings personalized philanthropic guidance to anyone visiting our site. Whether you’re exploring giving for the first time or shaping a long-term approach, SmartAdvisor can help you find the most impactful ways to give.
Clarity and Confidence in Every Conversation
SmartAdvisor helps you identify what’s most relevant to your giving goals. It breaks down what drives impact and highlights charities that align with your values, giving you a clear and efficient starting point whether you’re exploring independently or preparing to speak with one of our Giving Advisors.
A Tool That Supports Your Giving Journey
SmartAdvisor gives you quick access to the insights behind our recommendations. Use it to learn at your own pace, then connect with our team whenever you’re ready for a deeper, more personal conversation.
By removing the friction that often comes with navigating complex information, SmartAdvisor helps more people take meaningful action and ensures that more resources reach the organizations doing the most good.
What is a Public Beta version?
SmartAdvisor is currently in public beta, which means this is the first time the tool is available for anyone to use beyond our team, stakeholders and early testers.
A beta version is fully functional, but still evolving. As more people engage with it, we’ll continue refining its clarity and usefulness.
Your feedback helps us continue strengthening this new and innovative way of supporting effective giving. Please share your thoughts with our Product Manager at michelle.flynn@thelifeyoucansave.org.
Privacy Notice
SmartAdvisor uses AI technology provided by Chatbase to generate answers based on your questions. Your chat is not linked to your name or email (unless you choose to share it in the conversation, which we do not encourage). We may review chat transcripts to improve the tool, and our service provider may store these chats for limited periods. Please avoid sharing sensitive personal information. By using SmartAdvisor, you agree to the way we use chat data as explained in our Privacy Policy and Terms of Use.
You can also learn more about Chatbase’s data practices here.
