Keep your AUM.
Offer philanthropy.

When clients contribute to a DAF, those assets stay invested through your firm. You retain full investment oversight, and the management fees your client pays on invested DAF assets are paid back to you by DAFtech.

Addressing a client's values and philanthropic goals alongside financial planning creates a deeper, more meaningful advisory relationship — one that's harder to replicate and harder to leave.

Charitable planning is viewed positively and generates word-of-mouth referrals. Clients who see tangible impact from their giving are your most enthusiastic advocates.

Bundling philanthropy into your wealth management elevates you above firms that only offer investment tracking. It becomes part of your unique value proposition — not just a feature, but a brand promise.