For Family Offices
Simplify the administration of complex and large-scale philanthropy for single and multi family office clients.
- Streamline the administration of complex and large-scale philanthropy, including Private Foundations, while driving efficiency and effectiveness across the firm.
- Strengthen alignment with client goals with simplified plans and customized reports.
- Keep donors and the advisory team in lockstep with real-time updates.
For Wealth Management
Adding charitable planning to a wealth management firm’s suite of services can help advisors grow their practice.
- Grow your asset and client base through a differentiated, in-demand service that scales.
- Build relationships with next gens by getting them involved in the process of giving, with full visibility into family members, giving history and DAF investment allocations.
- Play a central role in helping clients plan their giving, with DAFs easily created and managed through the platform.
- Create a branded experience or consider a full white label DAF to differentiate your firm.
- Allocate the DAF investment portfolio to align with a family’s giving program and priorities, across generations.
For Workplace Benefits
Introduce digital charitable giving as a customizable and scalable workplace benefit to engage employees, delivered by retirement plan consultants.
- Manage Corporate Giving Account and distribute giving credits to foster employee engagement.
- Empower employees to open Individual Giving Accounts to amplify personal charitable giving.
- Enhance Corporate Social Responsibility reputation by affirming your company’s commitment to social good.
