Leverage philanthropic services

Partner with philanthropic services to support clients with significant philanthropic needs.

With your firm’s custom giving program, you have the opportunity to serve your clients holistically, at every stage of their philanthropic journey. We have partnered with best-in-class philanthropic service providers to enhance the capabilities of your clients’ donor-advised fund, so you can extend your offering further and engage more deeply with your clients.

Note: Our partners may assess additional costs for their services, which can be deducted from your client’s DAF balance.

You have access to the following philanthropic service partners through your white-labeled DAF solution:

• Complex asset donations: Charitable Solutions can help your clients maximize their charitable tax benefits and navigate the illiquid asset contribution process, which includes donations of real estate, business interests, restricted or privately-held stock, and other assets.

• Philanthropic advisory: Calvin Edwards & Company, GiveTeam, Raise for Good, or SimpleCharity can serve alongside your team to help your clients craft a vision for their generosity and identify impactful opportunities that align with their giving goals.

• International grantmaking: TrustBridge Global can support your clients as they use their DAF to support organizations around the world with tax-deductible international grantmaking.

• Impact investing: Impact Foundation can enable your clients to use their DAF balance to make investments in loans to for-profit ventures for social good, or to make recoverable grants and loans to charities.

Request philanthropic services on behalf of a client

To access our suite of philanthropic services:

• Log in to your advisor account Dashboard.

• Select the Philanthropic Services tab on the left-hand menu bar.

• Select the I’m interested button under your service category of choice.

• Select your client from the dropdown list.

• Complete the form details to initiate an introduction to our partner.

• Click to submit your inquiry. It will automatically trigger an introduction email to our partner along with a summary of responses to you and your client for reference.

• Our partner will follow up directly with you to help you get started.

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.