Historically for advisors, managing multiple donor-advised fund (DAF) accounts across different custodians meant navigating a myriad of platforms, each with its own limitations. But today’s clients expect a seamless connection between their investment management and charitable giving strategies, all under their advisor’s trusted guidance and brand. We believe wealth managers deserve a better experience—one that’s seamless and personalized so they can better support their clients.
For advisor-led DAF solutions, it’s time to raise the bar with multi-custodial capabilities, giving wealth managers greater flexibility and control. Foundation Source’s latest program enhancement eliminates the fragmented systems advisors have long had to navigate.
Next-Level Platform Capabilities
Advisors can now sync client DAF balances from external custodial relationships directly within their branded DAF experiences. Through system integration with BridgeFT, advisors can maintain their preferred custodian relationships while managing DAFs with visibility into client balances.
“The ability to seamlessly support an advisor’s preferred custodian within our DAF platform allows for the best of both worlds: investment asset custody with a familiar partner, combined with a modern, user-friendly experience for donors,” said Ashby Foltz, Senior Vice President of Product.
The Turnkey DAF Program For Wealth Managers supports the full spectrum of philanthropic giving – from cash and stock contributions to complex assets including private equity, business interests, and real estate. With the latest platform improvement, advisors can automate DAF balance updates from external custodians, streamlining the experience for both them and their clients. This enhanced visibility into client DAF balances opens the door to more strategic, informed conversations and recommendations around charitable planning.
The question is no longer whether advisors can deliver sophisticated DAF functionality within their preferred operational framework, but how quickly they can leverage these optimized capabilities to better serve clients and differentiate their firms within a competitive marketplace.
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Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.
