For advisors

The Donor Advised Fund market recently surpassed $70 billion, with contributions growing 23% year over year.  Utilize this growing philanthropic vehicle by aligning investments with your client's values. 


Connect your Clients with Our DAFs              

Our DAFs can provide to connect with your clients about more than rate of return and liquidity.  We connect their values with the investments.

 

provide a charitable solution for your clients

Let us create a branded, customized donor advised fund offering for your clients.  We'll handle the logistics to allow you to do what you do best: invest. 

 

If you are interested in joining our platform or learning more about a private-label solution, please contact us and we will get back to you shortly.  

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