Family giving
Invite your client's family into the giving conversation.
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Invite your client's family into the giving conversation.
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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 .
Encouraging generational giving by seeding accounts for loved ones or children via .
Establishing a family legacy by setting up family members as of their DAF.