Family giving

Invite your client's family into the giving conversation.

Many of your clients may give closely alongside their family members. With your firm's custom giving platform, your clients can invite their family into their giving experience by:

• Aligning family values with impact and creating a family-named Community Fund.

• Encouraging generational giving by seeding accounts for loved ones or children via virtual gift cards.

• Establishing a family legacy by setting up family members as beneficiaries of their DAF.

Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest ([e-mail]) for platform-related matters.