Happy holidays from the team at Luminary
The entire team at Luminary wishes you and your loved ones a happy and healthy holiday season. To celebrate — we want to send you a $50 gift card to donate to DonorsChoose, as a valued Luminary partner.
To opt-in and elect to participate, please complete the form on this page with your contact information.
Who
We've selected a cause very close to our hearts — DonorsChoose. This organization connects public school teachers with donors to support classroom level project opportunities that are not covered by state/local funding. Tech forward, totally transparent, and hyper local, DonorsChoose has transformed charitable giving among youth and education related nonprofits, touching nearly every community in the United States. Learn more about their mission here.
What
Submit your contact information in the form before December 13th, 2024, and we'll send you a $50 gift card to DonorsChoose.org. You'll be able to select a classroom project that resonates with you, and receive photos and impact letters from the projects you donated to.
Why
In founding Luminary, one of David Barnard’s goals was to unlock more charitable giving. By providing advisors with tools to more precisely quantify where their client’s legacy dollars would flow, he believed charitable causes would receive a greater share of wealth transfer when a grantor’s intent could be better optimized and managed on an ongoing basis.
We're fortunate to have formed relationships with fantastic partners such as yourself, and want to give back this holiday season in the way we know best — investing into our community.
Questions? Comments? Please reach out to Julie Miller at jmiller@withluminary.com for additional information.
Unfortunately, we are no longer accepting submissions for this year's holiday gift. Thank you for your interest!
About Luminary
More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process
Luminary is a data and collaboration platform purpose built for trust & estate services.
Our software digitizes information otherwise trapped in original documents, and connects it with applications for visualization, what-if analysis, tax value creation tracking, and custom reporting. We also enable third-parties to work seamlessly in service of a shared client.
Luminary’s customers are leaders in the delivery of trust & estate outcomes for complex clients, including wealth managers, professional services practices, and family offices.